Kraaft makes your life easier by automatically pushing the photos and documents from your conversations into the SharePoint or OneDrive folder of your choice 😁 Your field teams keep working in Kraaft, and everything lands in the right place back at the office 📂
Setup happens on computer, and it's reserved for Owners and Administrators of the Kraaft workspace 💻
📤 What syncs to SharePoint (and what doesn't)
Kraaft's SharePoint integration syncs the files shared in the conversation, and only those 🧐
✅ Photos shared in a Kraaft conversation
✅ Documents shared in a Kraaft conversation: PDF, Word, Excel, drawings…
✅ Photos and documents attached to a completed report 📋
❌ Report exports — the document generated from the fields you filled in
❌ The Excel export from the database and the Word export of the conversation
💡 Want to get your reports out of Kraaft?
These exports don't go through SharePoint, but you can download them from Kraaft in just a few clicks:
💬 The conversation export: the conversation as a Word file, the shared documents sorted into folders, and an Excel file of your completed reports → Make an export of my conversation
📄 The bulk download: you select your completed reports, pick your template, and receive a download link by email → Generate form report
🧮 The Excel export from the database: a single file with all the data from your completed reports → Generate excel report from database
⚙️ Step 1 — Connect your SharePoint account to Kraaft
This step is mandatory: without it, no sync is possible 🔌
Before you start, choose carefully the Microsoft account used for the connection — that's your root user 👤
🔑 This account is the one authorising the Kraaft x SharePoint integration
👤 Photos and documents copied from Kraaft to SharePoint are copied in its name
⚠️ It must have access rights on the synced SharePoint or OneDrive folders — without those rights, nothing comes through
Then you're all set:
Go to Settings → Integrations, right here
On the SharePoint row, click the three little dots on the right ⋯
Click Connect 🔌
Sign in with your Microsoft root user account in the window that opens
Back in Kraaft, the « Sync active » message confirms the connection ✅
💡 Check that the connection holds
Expand the SharePoint row in Integrations: you'll see your account, the last sync and the Token column. If the Token no longer shows Valid, the sync is interrupted — simply reconnect the root account 🔧
🎯 Step 2 — Choose your sync method
Two ways to work, your call 🧐
🌐 Global sync: your whole Kraaft workspace flows into a single SharePoint folder
🔗 Sync per conversation: each project goes into the SharePoint folder you assign to it
🌐 Sync your whole Kraaft workspace at once
You'd rather not connect your projects one by one? Kraaft pushes your entire workspace into a single folder 📦
In Settings → Integrations, expand the SharePoint row
On Global sync SharePoint folder, click Set ✏️
Point to the SharePoint folder that will receive all the content of your workspace 📂
What it changes concretely:
🗂️ Every conversation is included, archived conversations too
⏪ The sync is retroactive: conversations already created come through as well, not just the new ones
📁 The folder hosting this content is created automatically in your SharePoint or OneDrive, sorted conversation by conversation
📦 It's the best option when you want to retrieve all the files shared across your Kraaft workspace
💡 Our tip
Right after setting your folder, check the share link attached to this sync 🔍 With the right link and the right rights on the Microsoft side, your content lands in the right place from the very first sync ✅
🔗 Sync one Kraaft conversation with a SharePoint folder
You want one specific project to flow into one specific folder? That's the conversation-by-conversation method 🎯
First, get the share link of your SharePoint folder:
On SharePoint, go to the folder that will receive the content, for example a « Kraaft connection » folder 📂
Click Share, then copy the share link 🔗
Then paste it into your Kraaft conversation:
Open the Kraaft conversation concerned 💬
Top right, open the Info tab
Scroll down to the Advanced block, then select SharePoint
Paste the share link, then confirm ✅
A button then lets you go straight to the SharePoint folder connected to this conversation 📂
🗃️ How your Kraaft content is organised on SharePoint
Your content arrives tidy, not in bulk 🎯 Everything starts from the Kraaft - your workspace name folder, which holds one folder per Kraaft conversation.
Inside each conversation folder, you'll find three folders:
📁 Folders: the exact naming and structure of the folders created in the Kraaft conversation
🗂️ Uncategorised files: two subfolders separating unsorted documents and photos
📋 Reports: one folder per report type, and inside each, one folder per completed report that holds an attached document or photo
⚠️ Good to know — If you rename a conversation in Kraaft, the matching folder doesn't change name on SharePoint. Remember to rename it on your side to keep your folders aligned.
🔧 Restart, stop or disconnect your SharePoint sync
You stay in control at any time, at two levels:
On the whole connection, with the three little dots ⋯ on the SharePoint row in Settings → Integrations:
🔄 Resync: restart the sync when content seems to be missing on the SharePoint side
🔌 Disconnect: cut the connection between Kraaft and your SharePoint, and therefore the sync of all your conversations
On a single conversation, from its Info tab:
⏹️ You stop the sync of that conversation only, the others carry on as usual
💡 Stopping the sync deletes nothing
In both cases, the files already pushed stay in place on SharePoint 📂 Only the sync stops: nothing new comes through from that moment on.
🔒 Limit Kraaft's access to your SharePoint
Kraaft reaches the SharePoint sites the connected account can reach itself 🧐 If your IT department wants to narrow that scope, it's entirely possible.
✅ The simplest solution: create a dedicated Microsoft account (often called a service account) and use it for the Kraaft connection
🔐 Kraaft will then only reach the SharePoint sites accessible to that account, and nothing else
🔧 A finer configuration is possible for large accounts, with a dedicated Microsoft application and restricted rights
📞 Need help?
If you have any questions Contact us!