SharePoint integration

SharePoint integration keeps your project Workspace in sync with client evidence — no manual download/upload.

What Moby syncs today

• Workspace folder sync (recommended): Each project can be linked to a SharePoint folder. Moby preserves folder structure and keeps the Workspace up to date.

Collection sync

Collection folder sync is currently hidden in the UI. If you used it previously or need it enabled, contact support.

Connect a Workspace folder (users)

If your firm has SharePoint configured:

1. Open your client → click New Project (or edit an existing project)
2. Select the SharePoint site
3. Click Choose and select the SharePoint folder you want to sync to the Workspace
4. Save the project

Moby starts syncing automatically. New files added to that SharePoint folder appear in the project Workspace.

Common issues

• Can't access a site or folder → SharePoint forbidden
• Files not appearing after sync → Missing docs after sync

Azure AD configuration (administrators)

For administrators

To enable delegated folder picking (user sign-in) and folder access verification, configure:

• Delegated permissions: Files.Read.All, openid, offline_access
• Redirect URI:
  • Staging: https://app.staging.mobyanalytics.com/oauth/sharepoint/callback
  • Production: https://app.mobyanalytics.com/oauth/sharepoint/callback
• Environment variable: MICROSOFT_GRAPH_DELEGATED_REDIRECT_URI (must match the redirect URI)