Setting up the connection
You must be an organization admin to set or change the SharePoint URL for an organization workspace. If you use a personal workspace, you can configure the URL yourself.- Inside a CoLoop project, click Import Files.
- Move your pointer over SharePoint, then click the settings icon.
- Paste the full URL of your SharePoint site, including any site path. For example:
https://contoso.sharepoint.com/sites/research. - Click Submit.
sharepoint.com, sharepoint.us, and sharepoint.cn. Do not include a custom port, query parameters, or a URL fragment.
If you are not an organization admin and SharePoint has not been configured, ask an admin to complete these steps. After setup, organization members can import files without changing the shared URL.
Importing a file
- Click on the SharePoint option in the Import files window
- Follow the steps to securely sign into your Microsoft account
- Choose file(s) from the list shown and click
Select - CoLoop will rapidly upload multiple files
- From here you can transcribe, process, and analyze your files
Importing whole projects from a folder
This feature is being rolled out gradually and may not be enabled for your account yet. Contact support to request access.
- From your CoLoop home space, click Import Projects next to Create.
- Connect your Microsoft account if you haven’t already, then paste your SharePoint site URL.
- Select the folders you want to import. Each selected folder becomes its own project, named after the folder.
- Review the preview. CoLoop shows the transcript count and discussion guide it will use for each project.
- Deselect any folders you don’t want, then confirm.
- A
.docxfile is used as the project’s discussion guide. If a folder contains more than one.docx, CoLoop suggests the most likely guide (preferring files in a folder namedDiscussion Guide); you can pick a different one, or no guide, from the dropdown in the preview. - All
.txt, audio, and video files (including those in nested subfolders) are imported as transcript resources. .docxfiles inside a folder namedTranscriptsare imported as transcripts rather than treated as guide candidates. The folder name must match exactly, including capitalization.- When the same recording exists as both an audio and a video file (same name, same folder), only the video is imported.
Recommended Articles
Live Interviews
This article outlines a quick start guide and some best practices for analyzing Live Interviews in CoLoop
Creating a Transcript
This article explains best practices, language support as well as tips and tricks for getting the most out of CoLoop’s transcription
Video & Audio
This article provides additional details on working with Audio & Video files within CoLoop including supported formats and best practices

