Marloo syncs with Microsoft 365, allowing you to link folders from OneDrive or SharePoint to a client in Marloo. The Microsoft 365 files connection is being rolled out gradually; if you don't see it under Settings > Integrations, ask us through the help chat.

Link folders manually or let Marloo find suggested matches with 'Discover Folders'.

Folders can be linked for both groups and individuals. Each client can have one linked OneDrive or SharePoint folder. To link a different folder, unlink the current one first. To bring in files from several folders, link the folder that contains them: Marloo also syncs its sub-folders. Link shared files on the group only. Link personal files on the person only. A folder linked only to the group stays on the group. It does not appear on a member's Files tab. If you link the same folder to both, duplicates will appear.

You can unlink a OneDrive or SharePoint folder from one client without disconnecting Microsoft 365 for your organisation.

These permissions are required for the Microsoft connection:

Marloo does not request write access to your Microsoft 365 files. We can read synced files, but we cannot create, edit, move, or delete files in your Microsoft 365 account.

Marloo only syncs files from the folders you link to a client. Discover folders looks across your SharePoint to suggest folder matches, but nothing syncs until you accept a suggestion.

Once connected, Marloo uses Microsoft 365 file access to:

Linking a folder brings the files across. It does not read details out of those files into the client’s profile fields, such as date of birth, address or contact details. To pull details from a synced document into the profile, open the client, go to Ask Marloo, and ask it to fill in the fields from that file.

Your data is transmitted securely and synced using Microsoft Graph.

Marloo syncs the 200 most recent files when you first link a folder. Those files appear quickly. New and changed files sync automatically, roughly every 10 to 15 minutes. If you edit or rename a document in SharePoint, the change is picked up on the next sync cycle including the most recent filename.

To sync sooner, open the client profile, go to Files, find the linked OneDrive or SharePoint folder, and click the sync button next to it. That usually updates within about 20 seconds.

Marloo does pull files from sub-folders that sit inside the linked folder, but it does not mirror the folder structure. Every synced file, including files from sub-folders, appears together in that client’s Files tab as a single flat list rather than as nested folders.

Files older than the 200 most recently modified at the time of connection are not automatically backfilled. To include older files, drag and upload them directly into the client’s Files tab in Marloo.

If a folder fails to sync several times in a row, Marloo pauses it until you click the sync button next to it. If files are still missing after 24 hours, contact support. Include the SharePoint folder path and the number of files you expect to see.

When you first link a folder, Marloo syncs the **200** most recently modified files. New and changed files are added on later syncs. If you need more than that initial 200 brought across, contact support and include the folder and how many files you expect.
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A folder holding more than **3,000 files** cannot be linked at all. Marloo counts the files first and shows *This folder contains too many files to import* instead of syncing part of it. Link a sub-folder, or split the folder in SharePoint, then link each part.

Individual files larger than 40 MB are skipped. Large PDFs of scanned documents are the usual culprit. Compress or split the file in SharePoint, or upload a smaller version straight into the client’s Files tab.

If you see the same SharePoint or OneDrive files twice, it could be that the folder is linked to a group and also to a person in that group. Marloo imports the files twice, and duplicates appear.

If the extra copy is already there, unlink it from the profile that should not have it. Marloo removes the files it imported from that link. The copy on the other profile stays.

If you see Couldn't link folder, it can happen for a few reasons. You might be signed in with a personal Microsoft account, your admin may need to approve the connection, or the folder may not be a SharePoint or OneDrive folder.

Sign in with your work Microsoft 365 account and try again.

Go to Settings > Integrations, open the Microsoft 365 card under Files, and click Disconnect.

Then click Connect Microsoft 365, sign in with your own work Microsoft account, and click Accept on the permissions screen.

If you rename a synced file in SharePoint or OneDrive, Marloo picks up the new name on the next automatic sync (usually within 10 to 15 minutes). To update sooner, open the client profile, go to Files, and click the sync button next to the linked folder - that usually takes about 20 seconds.

Marloo matches files by their contents, not their names. If a file with the same contents is already in the client’s knowledge base, we don’t upload a second copy. You don’t need to re-upload a renamed file.

If the name still hasn’t updated after a sync, or you can’t work out which Marloo file matches which SharePoint file, contact support with the SharePoint filenames and we can map them for you.

If you see a screen that says “Need admin approval” after clicking connect, your organisation’s Microsoft 365 administrator has restricted users from authorising third-party applications.

You’ll need to ask your IT administrator to grant consent for Marloo. You can forward them the following details:

Your admin can grant consent by visiting this URL, replacing {tenant-id} with your organisation’s Azure tenant ID:

Alternatively, the admin can adjust user consent settings in the Azure Portal under Entra ID > Enterprise Applications > Consent and permissions > User consent settings and enable consent for verified publisher apps requesting low-risk permissions.

Once admin consent is granted, users in the organisation should be able to connect Microsoft 365 without seeing this prompt.

Marloo uses OAuth 2.0, Microsoft’s standard authentication protocol, to connect to Microsoft 365.

Marloo is not a pre-registered enterprise gallery app in Microsoft Entra. Users authorise access individually via standard OAuth, or an administrator can grant organisation-wide consent using the admin consent URL above.

Key technical details:

If you’re still having trouble connecting, reach out via the chat widget or email our support team. Please include: