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:
- 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.
- 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.
- 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.
- Credential managers can set specific access limits on the synced files, ensuring that only the selected items can be connected through synced folder.
- 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
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 SETTINGS | Synced mode | File type | Site | Drive | Validity 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.