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Connect Microsoft OneDrive folder

In this article, we'll guide you through the process of retrieving files from Microsoft OneDrive into synced folders, making them easier to access and manage for future use.

Why Use Synced Folders:

AUTOMATIC FILE SYNCHRONIZATION
  • Synced folders enable automatic syncing of files from Microsoft OneDrive, eliminating the need to manually refresh or update the contents. This ensures that your files are always up-to-date without any extra effort.
  • You can disable this option if you do not wish to track the updates from Microsoft OneDrive.
USER-FRIENDLY
  • The syncing process is intuitive and easy to use, requiring minimal setup and maintenance. Once configured, files automatically appear in the designated folders, reducing the hassle of manual uploads or downloads.
SEAMLESS COLLABORATION
  • Other users within the same customer can access synced files without the need for individual file sharing. The latest version of a file is readily available to those who need it, without additional permissions or steps.
CONTROLLED ACCESS WITH CREDENTIAL MANAGER
  • Credential managers can set specific access limits on the synced files, ensuring that only the selected items can be connected through synced folder.
REDUCED DATA DUPLICATION
  • Synced folders prevent the issue of redundant file versions or multiple copies floating around, as the system ensures that everyone is accessing the latest version of the file.

Add new Microsoft OneDrive folder

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Create or select credential

  • In Connect Microsoft OneDrive modal you can select or create Microsoft credential.
  • After the credential is selected, you can set the Connection settings

Connection settings

The options you can set in connections settings are depend on the tenant type of credential you chose to create the synced folder.

SYNCED MODE

  • Replace file on change:
    Whenever you upload/remove an item or make modifications on your cloud storage, the system will get these changes and keep your files up to date.
  • Download once:
    When you connect your folder, it will get all the file types you selected from the cloud storage once, but it will not track the changes automatically anymore. You can manually refresh this folder,

FILE TYPE

  • File types you can sync through credentials:
    Image Video Font Audio PDF Excel (XLSX) Document (DOCX) Presentation (PPTX)

Connection settings sorted by Tenant types

TENANT TYPE / CONNECTION SETTINGSSynced modeFile typeSiteDriveValidity fields (from-to)
Personal Account
Work or School Account

Synced folders settings

On the context menu you can select the following settings to modify the behaviour of the synced folder

Edit synchronization settings

In the "Edit Synchronization Settings," you have the option to modify both the sync mode and the types of files being synced.

  • When adjusting the file type, the system will not delete any files that were previously synced.
  • Instead, it will simply update the file types that the system will track during automatic synchronization.
  • This means that while the sync configuration changes, your existing synced files remain intact, and only the new specified file types will be automatically synced moving forward.

Edit structure

In the "Edit structure" settings you can select and see which folders do you want to sync in this folder

Toggle synchronization

In the "Toggle synchronization" settings, you can enable and disable auto-sync.

Force synchronization

This will force the system to search for changes on the cloud storage.

Detach credential

If you detach the credential from it's synced folder, the folder become an ordinary file folder, it will no longer track the changes from the cloud storage.