OneDrive / SharePoint

OneDrive / SharePoint

Data source · User

Browse and import selected files from Microsoft 365.

Available in Data Sources · Sources → Upload · Notes

Connect with OAuth → OneDrive ↗

Connect OneDrive / SharePoint when you want to pick Microsoft 365 files at upload time instead of downloading them first.

Connect

1. Open Data Sources → Available.
2. Select OneDrive / SharePoint.
3. Approve Microsoft’s consent screen.
4. Return to yggy and confirm that the card is Connected.

In Notes, connect OneDrive / SharePoint under Settings → Connections instead, then attach files to a note with Attach from connections.

Example: connect the source, then open Sources → New → Upload file, choose OneDrive / SharePoint, and import Q3-invoices.xlsx from the shared library. The connection belongs to the member who authorized it.

See Provider OAuth for availability, reconnect, and disconnect.