Microsoft 365

Connecting Microsoft 365 gives Alma access to your SharePoint sites, OneDrive files, and Excel spreadsheets — letting agents read and write spreadsheet data across your organization.

Agent capabilities

With Microsoft 365 connected, agents can:

• Find Excel files across SharePoint and OneDrive.
• Read worksheet data and named tables.
• Add rows to existing tables.
• Update cell ranges with new values.
• Create new tables and worksheets.

Connection types

Microsoft 365 has both an organization-level and a personal connection, each providing access to different file sources.

SharePoint (organization)

A workspace admin connects a SharePoint site. This gives all team members access to Excel files stored in that site’s document libraries. SharePoint is the primary connection for teams that keep shared spreadsheets in SharePoint.

OneDrive (personal)

Each team member can connect their own OneDrive account. This gives agents access to Excel files in that user’s personal OneDrive storage.

Connecting

SharePoint

1. Go to Settings → Connections.
2. Click Connect on Microsoft 365.
3. Enter your SharePoint site name and authorize with your Microsoft account.

OneDrive

1. Go to Settings → Connections.
2. Click Connect OneDrive on Microsoft 365.
3. Sign in with your Microsoft account and authorize Alma.