This article covers how to connect Openprise to Microsoft OneDrive when setting up a data source.
You will need a Microsoft OneDrive Account and credentials for Openprise. You can learn more about Data Sources here.
When creating a new data source, select OneDrive from the source technology and data format picklist.
- Select the Add Account Information button to link your OneDrive account to Openprise
- Click on the Add Account button to sign into your OneDrive account using your credentials
- Select from an existing account if you've already linked your OneDrive account to Openprise
Directory or entity - Select the folder in your OneDrive account containing the sheet you want to import as a new data source.
Please review the OneDrive documentation for whitelisting and restricting domain access to OneDrive: https://docs.microsoft.com/en-us/sharepoint/restricted-domains-sharing
Additionally, please reference your IT onboarding documentation or reach out to your Customer Success Manager for Openprise Whitelisting information.
More information on Data Sources can be found here: Data Sources
More information on Data Targets can be found here: Data Targets