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. Many Grow users store exported files with supported formats in their synced OneDrive folders from platforms that may not yet have an integration with Grow. This means you don't have to worry about excluding any of your important data from Grow metrics. Whenever the OneDrive files behind your metrics are updated, Grow will update your metrics to reflect the change.
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.
Contents in This Article
- How to Connect
- Data Warehouse
- Direct Query
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.
Note: If you didn't see a window to enter your credentials but you still got a green success message, then that means you were already logged in with your Microsoft account (likely in another tab) and Grow used that account to connect.
And that's it! You are good to go.
OneDrive is on the Grow Data Warehouse, which we highly recommend you use. For more information about warehousing your data, visit the Data Warehouse Help Article.
For warehoused files, think of a table as an individual spreadsheet within a file. By default, the tables will inherit the name of the file and the selected sheet. For example, "Sales YTD · Sheet1"
How to Warehouse your Data
- Starting with the Connections Overview Page, navigate to your SharePoint connection and click on it to open the Connection Details page.
- Select the “Manage Connection” button inside the Connection Details section to open the warehouse table selection flow.
- If your data source isn't already connected, refer to the How to Connect section of this article for more details. If your data source is already connected, you can immediately select which files you want to warehouse by clicking "Add custom table" and selecting your file from the pick-list.
- Select the sheet within the file that has the data you want to warehouse and click "Save".
- Repeats steps 3 and 4 for each file/sheet combination you wish to store.
- Once you have finished selecting the files you want stored in Grow’s Data Warehouse, click the “Sync & Store” button at the bottom of the Manage Connection page. This will begin the initial population of your warehouse with the tables you defined. Populating your data warehouse for the first time may take a while, even up to several hours.
- While your data is "In Queue" or "Processing", you may continue working within the app.
The default sync interval is 12 hours per table.
Incremental sync is not currently available for OneDrive tables.
Note: To learn more about sync intervals and how to adjust the default settings, please visit this section of the Data Warehouse help article.
The OneDrive integration is unlike most other integrations in that there aren't any specific endpoints to choose from after you connect your account. You'll simply choose the OneDrive files that you want to use to create your metrics, and Grow will pull data directly from the source.
FAQs + Tips and Tricks
How can I make sure my data is secure?
We have several controls in place to keep your data safe. Check out our security article to see what steps you can take to keep your data safe.
How do I prepare my spreadsheets to use in Grow?
It's important to make sure your spreadsheets are formatted appropriately so you can easily use them in Grow. We strongly recommend you consult this help article for tips to prepare your spreadsheets.
Where can I find a file that is shared with me through another account?
Any file that has been shared directly with your OneDrive account can be found within the "Shared with me" folder. If the file you are looking for isn't found in that folder, please verify that the file has been shared with the same account you have connected to Grow. **This feature is only available in the warehouse and not direct query.