Overview
Nylon's SharePoint integration lets you browse, search, and attach documents stored in SharePoint Online or OneDrive directly into your conversations — no downloading and re-uploading required. Once connected, your SharePoint files appear alongside the regular document uploader so you can reference them when asking questions.
Before you start
Check your Integrations Set-up in the Account Settings Integration Page. To find out more, read: Using Integrations in Nylon for help.
Don't see the option to link? Request access
If SharePoint hasn't been enabled for your organisation yet, you'll see a message saying "SharePoint isn't enabled yet." Click Request Integration and an email will be sent to your account's Owner or Admin asking them to enable it.
Attaching SharePoint documents to a conversation
Once your account is linked:
Start a new conversation or open an existing one.
You can either:
Click the attach icon and choose SharePoint, or
Click the SharePoint icon in the left menu bar.
Browse your SharePoint sites and folders, or use the search bar to find a specific document.
Select one or more documents (you can multi-select). Supported file types include PDF, Word (DOCX, DOC), RTF, spreadsheets (XLSX, XLSM, XLS, CSV, TSV), email files (.EML) and plain text — see the full list in Troubleshooting the Document Uploader. Word documents read best when the content is mostly text.
The selected documents are uploaded into your conversation, and you can ask questions about them, or use them for providing additional context.
Scanned files and what Nylon reads
Nylon reads the text in your files. Scans are fine — Nylon runs OCR automatically, so a scanned PDF of a signed lease or a photographed IRD letter sitting in SharePoint reads just like a typed file.
Pictures are the exception. Nylon picks up text inside an image but doesn't interpret what the image shows, so charts and graphs, group structure diagrams, and site or floor plans aren't read — upload the underlying spreadsheet, or describe the detail in your question. See What Nylon can and can't read for the full guidance.
Documents you attach from SharePoint follow the same limits as regular uploads: up to 20 documents per conversation, each up to 10 MB on Starter and 50 MB on Adviser and Elite. Documents are scoped to the conversation they were added to and don't appear in other conversations.
What about OneDrive ("My Files")?
Your personal OneDrive files (labelled "My Files" in SharePoint) are accessible through the same integration. When you browse your SharePoint, you'll see your personal OneDrive alongside your team sites.
Access, data storage & permissions
Access
The integration is read-only and uses delegated OAuth on a per-user basis — there is no shared service account. The specific Microsoft permissions (scopes) requested are: Files.Read.All, Sites.Read.All, User.Read, plus the standard identity scopes (openid, profile, email, offline_access). Nylon can only see files the signed-in user already has access to in SharePoint. It cannot modify, delete, or create anything in your SharePoint or OneDrive environment.
Data storage
Nylon does not maintain a mirror, index, or cache of your SharePoint environment. The only time file content leaves SharePoint is when a user explicitly selects a specific file to import into a conversation, at which point it is stored short-term as per our standard data-handling policies. No background syncing or bulk copying occurs.
Permissions & user isolation
Each user must individually link their own Microsoft account. All SharePoint requests are made using that user's own token, meaning one user cannot see another user's files through Nylon — the same access boundaries that exist in SharePoint are fully respected. Account Owners and Admins control whether the integration is enabled for the organisation at all, and all authentication tokens are encrypted at rest.
Troubleshooting
I'm asked to re-link my account
If your Microsoft session has expired or your refresh token has been revoked (for example, if your IT team reset permissions), Nylon will prompt you to link your account again. Simply click Link SharePoint Account and sign in again — your conversations and previously attached documents are not affected.
The sign-in pop-up didn't appear or was blocked
Some browsers block pop-ups by default. Make sure pop-ups are allowed for app.usenylon.com in your browser settings, then try again.
I see "SharePoint isn't enabled yet"
This means an Account Owner or Admin hasn't enabled the integration yet. Click Request Integration to notify them, or ask them to follow Step 1 above.
Documents aren't loading or the page crashed
Try refreshing the page. If the issue persists, make sure your browser is up to date. If you're still experiencing problems, contact us via the chat widget or email [email protected].
Last updated: 26 August 2026
