Imports data from a CSV file hosted on a SharePoint site, via an Entra App Registration. Use it when the source of truth is a spreadsheet your teams already maintain on SharePoint, rather than an API.
This is not the same source as Connect SharePoint (Admin), which reads external-sharing governance from the SharePoint tenant-admin API. That one needs a certificate and Sites.FullControl.All; this one only needs to read a file.
For the general flow of adding a source, see Connect Data Sources.
Before you start
A SharePoint Online site holding the CSV file
Global Administrator or Application Administrator role on Entra
Step 1 — Create an App Registration with SharePoint permissions
Entra portal → App registrations → New registration
Name: HARVEN-SharePoint
API permissions → SharePoint → Application → Sites.Read.All
Click Grant admin consent
Certificates & secrets → New client secret → copy the value immediately
Step 2 — Identify the site URL and file path
Site URL: the part before /Documents/ in the address bar, e.g. https://yourcompany.sharepoint.com/sites/MySite
Path: the relative path from the site root, e.g. /Shared Documents/exports/inventory.csv
Step 3 — Configure the connector in HARVEN
Open Workspace → Data sources → Add → SharePoint for CSV
Enter the site URL, the file path, the tenant ID, the client ID and the client secret
Save: the columns of the file are discovered automatically
What to enter in HARVEN
Site URL — Full SharePoint site URL (SharePoint address bar, without /Documents/...)
File path — Relative path of the CSV file from the site root (e.g. /Shared Documents/exports/data.csv)
Tenant ID — Entra tenant identifier (App Registration → Directory (tenant) ID)
Client ID — Application identifier (App Registration → Application (client) ID)
Client Secret — Created secret (Certificates & secrets → Value)
What HARVEN reads
(dynamic) — Columns from the SharePoint CSV file, discovered automatically
Official documentation
Need help? Contact [email protected].
