NOTE: Certain information in this article may be missing or out of date. We are in the process of updating the content.
Overview
OneDrive is a simple, secure, cloud based file sharing and collaboration services that make it easy for your teams to manage and share your documents and work together in real time on any device. Here are some things you can expect from the OneDrive/Grow integration.
NOTE: The OneDrive and OneDrive Business integrations have been merged into one integration called OneDrive.
How to Connect
Before starting, please collect your Microsoft email and password.
- Click on the Data tab at the top left of the global navigation. Then click on "Connections" in the Data Library section.
- Click on the blue "Connect" button, search for OneDrive, and click on the logo.
- In order to connect your account, you’ll need to sign in to the Microsoft account you use for OneDrive. Enter your email and password.
- After you sign in, Microsoft will ask you if you want to give Grow access to your account. Go ahead and click Yes.
And that's it! You are good to go.
Endpoints
Instead of having set endpoints that you can pull from, OneDrive lets you pull in the files you have hosted on in your OneDrive account. This can be useful if you have exported files from platforms that may not yet have an integration with Grow. Whenever the OneDrive data files are updated, your metrics will automatically update to reflect the change.
FAQs + Tips and Tricks
One Sheet per Report
For Excel-based files, you can select 1 sheet at a time. So if you have an Excel doc with multiple sheets, you need to create a report for each sheet.
Uniquely Named Headers
If there isn’t a unique column header in your chart, you will have difficulty using Grow’s transform tools as we wont know which columns to filter, group, pivot, etc.
Supported File Formats
XLS, XLSX, XLSM, and CSV. If you're looking to use JSON or XML files, Grow can pull those in, but we suggest converting to a CSV first.
Sharepoint (Share URLs)
While Grow doesn’t have an integration with Sharepoint, there is a way to pull some files from Sharepoint into Grow.
Start by adding a new report to a metric and selecting OneDrive as the data source. Instead of selecting a file, at the bottom there is a field you can enter in the Share URL of the file in OneDrive. To get the Share URL in OneDrive, select the file you want to use and click "Share" at the top. Copy the link and paste it into the "Share URL" box in Grow:
