SharePoint Integration

Receive invoices from SharePoint document libraries.

Use Cases

• Vendors upload to shared SharePoint site
• Internal teams scan and upload invoices
• Integration with existing document workflows

Setup

Step 1: Azure AD App Registration

1. Go to Azure Portal > App registrations
2. Create new registration for TaprNext
3. Add API permissions:
   • Sites.Read.All
   • Files.Read.All

Step 2: Configure in TaprNext

1. Go to Tapr Settings > Intake Channels
2. Click + Add SharePoint Channel

Configure these fields:

• SharePoint Site: https://company.sharepoint.com/sites/AP
• Document Library: Name of the library (e.g., “Invoices”)
• Folder Path: Subfolder to monitor (blank for root)
• Tenant ID: Azure tenant identifier
• Client ID: Azure app registration client ID
• Client Secret: Authentication secret

Select “Test Connection” to verify credentials.

Step 3: Configure Processing

Set post-processing behavior:

• Move processed files to a designated folder (e.g., /Processed)
• Optionally delete files after processing
• Specify accepted file types: PDF, images (JPG, PNG), or Office documents

Folder Structure

Recommended SharePoint organization:

Document Library: Invoices
├── Incoming/          ← Monitored folder
├── Processed/         ← Successfully handled
└── Failed/            ← Processing errors

Processing Flow

1. File uploaded to monitored folder
2. System checks every 10 minutes for new content
3. Detected files are downloaded automatically
4. AI extraction processes invoice data
5. Invoice record created in TaprNext
6. Original file moves to archive folder