Customer setup steps for every connector
What each customer admin needs to do, what's gated, and what to fall back to. All connectors are read-only.
Buildpass
LiveWorking via manual credentials. OAuth button hidden until BUILDPASS_OAUTH_CLIENT_ID is set.
Auth: OAuth2 client-credentials (per customer)
Customer steps
- Email Buildpass support and request an API client (clientId + clientSecret) for your builder. Buildpass issues these per customer — no self-serve.
- Find your builderId in your Buildpass URL (the bld_… value).
- In Alloovium → Integrations → Buildpass → Manual credentials, paste clientId, clientSecret, and builderId.
- Click 'Discover' to confirm the credentials see your builder + projects.
- Optionally narrow to specific projects, then 'Install connector'. Secrets land in AWS Secrets Manager; the next sweep indexes the docs.
If blocked
Buildpass API is gated. If a customer cannot get credentials, connect their SharePoint or Drive instead — most builders mirror docs there.
SharePoint
LiveMulti-tenant Entra app already registered. Customers consent into it.
Auth: Entra ID multi-tenant app (Microsoft Graph)
Customer steps
- An M365 global admin clicks 'Grant admin consent' in the SharePoint connect panel.
- Microsoft consent screen appears — admin approves the requested Graph scopes.
- Pick the SharePoint site and document library to index.
- Save → next sweep ingests.
Google Drive
BlockedUI works but ingest will 403 — the shared service account only has docx-conversion scopes.
Auth: Service account + domain-wide delegation
Customer steps
- Workspace admin creates (or reuses) a Google Cloud service account and downloads its JSON key.
- Enable the Drive API for the service account's project.
- In Google Workspace Admin → Security → API controls → Domain-wide delegation, add the SA's client ID with scope https://www.googleapis.com/auth/drive.readonly.
- In Alloovium → Integrations → Drive, paste the SA JSON, optionally an impersonation email, pick folders to scope, and install.
If blocked
To unblock the shared SA: Workspace admin adds drive.readonly to the existing alloovium-docx-converter delegation entry. One-time, then no customer action required.
Procore
OffPROCORE_ENABLED=false. Tile hidden / coming soon.
Auth: OAuth2 (custom app)
Customer steps
- Register a Procore custom app in your company account.
- Provide PROCORE_CLIENT_ID and PROCORE_CLIENT_SECRET to Alloovium ops.
- Once enabled, customer admin will OAuth-grant access in the Procore connect panel.
Always-on fallbacks
No connector setup required.
For technical/internal setup details (Entra app manifest, Buildpass scopes, Procore custom-app config) see docs/integrations/ in the repo.