Skip to main content
File from OneDrive ingests CSV or Excel files from Microsoft 365 accounts through the Microsoft Graph API. Because Graph exposes personal OneDrive, OneDrive for Business, and SharePoint document libraries as drives behind a single API, the same connector reaches all three. A data source points at one folder in a drive and syncs either a single file or every matching file in that folder on schedule.

​
Before you connect

The following are required:
  • A Microsoft account (personal or work/school) with access to the target drive.
  • One or more CSV or Excel (.xlsx) files located in OneDrive, OneDrive for Business, or a SharePoint document library. When several files feed one data source, they should share the same column headers (see What gets imported).
  • Authority to grant read access to files and sites during the OAuth flow.

​
Connect File from OneDrive

1

Authorize a Microsoft account

On the Data Sources page, search for File from OneDrive and select it. Sign in to the Microsoft account in the pop-up window and approve the requested read scopes for files and sites.
2

Choose the drive and folder

On the Data source settings panel, fill in the location fields:
  • Name — an identifiable name for the data source.
  • Drive — choose the target drive from the dropdown list. The account’s own OneDrive appears as Personal : Main; OneDrive for Business and SharePoint document libraries appear under their own names.
  • First Depth Folder Name — choose Root to use the top level of the drive, or a folder located directly under it. Files in that folder and its subfolders are in scope.
3

Set the file type and sync mode

  • File Type — choose csv or xlsx. For Excel files, only the first sheet of the workbook is synced; other sheets are ignored.
  • Sync Mode — choose how many files the data source tracks:
    • Single File syncs only the file chosen in the File field. On every refresh the cached data is fully replaced with the file’s current contents.
    • Multiple Files syncs every file of the chosen type in the folder, optionally narrowed down with File Name To Filter.
4

Select the file or the file name filter

The field shown depends on the sync mode:
  • File (Single File) — choose the file from the dropdown list. The list contains the files of the chosen type found in the folder.
  • File Name To Filter (Multiple Files) — one or more words that must appear in the file name, separated by commas. Matching ignores letter case, and a file is imported only when its name contains every word listed. Leave it empty to import all files of the chosen type.
5

Set the optional configuration

Expand Configuration (optional) to set either of the following:
  • Alternative Channel Name — an alternative display name for the data source. See the Alternative Channel Name guide for the value that also displays an icon.
  • Alternative Channel Icon — an SVG file to show in front of the data source name in widgets and their settings.
6

Submit

Click Submit to complete the connection. The connection is rejected unless the selected file exists (Single File) or at least one file matches the file name filter (Multiple Files). Initial data availability can take up to one business day.

​
What gets imported

The first row of each file is treated as the header; numeric columns become metrics and text columns become breakdowns. For Excel files, only the first sheet is read. Each row also carries the name of the file it came from, so a widget can break results down by file. In Single File mode the table always mirrors the selected file. In Multiple Files mode every file in scope is imported into one table. The table’s columns are fixed by the header of the first file that is imported. Files synced afterwards are matched to those columns by name: columns that do not exist in the table are discarded, and columns that a file does not contain are stored as empty values.
In Multiple Files mode, keep the column headers identical across every file, including spelling and letter case. A file with a different header imports with missing or empty columns, which shows up as empty or unknown values in widgets. Files with a different layout belong in a separate data source.
For the complete field list, see the File from OneDrive data reference.

​
How the data refreshes

The sync runs twice a day, at 01:00 and 13:00 KST (UTC+9). On each run the connector lists the files in scope and re-reads only the files whose last-modified time changed since the previous sync. A file edited after a run is picked up on the next one.
  • Single File — when the file changed, the cached table is rebuilt from the file’s current contents.
  • Multiple Files — when a file changed, its previous rows are removed and replaced with the file’s current contents; rows from other files are left untouched.
There is no separate update-method setting for this data source.

​
Troubleshooting

The Microsoft account either lacks access to the target drive or did not approve all requested scopes. Reconnect using an account with the necessary access and grant consent for files and sites.
No file of the chosen type matches the selected folder, file, or file name filter. Confirm that the file exists in the folder (or its subfolders), has the chosen extension, and, in Multiple Files mode, contains every word entered in File Name To Filter. Then submit again.
Only the first sheet of a workbook is imported. Move the relevant data to the first sheet, or split the workbook into separate files.
In Multiple Files mode, that file’s header differs from the header of the first file that was imported. Columns missing from the file are stored as empty values, and columns that only that file has are discarded. Align the file’s header with the others, or move the file to a data source of its own.
A file has two columns with the same header name, or has no header at all. Empty header cells are ignored, but a duplicated name or a fully empty header row stops that file from importing. Fix the header in the file; it is picked up on the next sync.
The OAuth grant was revoked in the Microsoft account portal. Only the refresh token is persisted, so revocation breaks all subsequent syncs. Reconnect the data source to issue new tokens.
Each file download times out after ten seconds. Split large files into smaller ones with the same header and use Multiple Files mode; they are imported into the same table.

File from OneDrive data reference

Fields, metrics, breakdowns, and limits for File from OneDrive.

File from OneDrive FAQs

Common questions and expected behaviors for the File from OneDrive data source.

How to connect File from Email

Ingest CSV attachments delivered by email.

How to connect File from SFTP

Ingest CSV files from an SFTP server.