"I need to save the materials on OneDrive and also upload them to SharePoint... It's a bit of a hassle." Have you ever felt this way? Everyday file management and internal sharing, along with small tasks, can surprisingly take up a lot of time. However, by integrating OneDrive with Microsoft SharePoint, files can be automatically uploaded to SharePoint once they are saved.
It is also possible to include an approval flow in the operation, making your team's workflow much smarter.
For those who want to try it quickly
By using Yoom, you can easily integrate OneDrive and Microsoft SharePoint without any coding. Yoom provides templates for integrating OneDrive and Microsoft SharePoint in advance, so you can achieve integration immediately just by registering, even without API knowledge.
When a file is created in OneDrive, upload the file to Microsoft SharePoint.
■Overview The "Upload files to Microsoft SharePoint when a file is created in OneDrive" flow is a business workflow that automates the integration between OneDrive and Microsoft SharePoint. This facilitates smooth file management and sharing, supporting increased team productivity.
■Recommended for - IT personnel of teams or companies that use OneDrive and Microsoft SharePoint on a daily basis - Business users who spend time on manual file transfers - Project leaders who want to improve file management efficiency - Executives who want to promote business automation by utilizing multiple SaaS applications
■Notes - Please integrate each of OneDrive and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). - Due to the specifications of the app, there may be cases where the creation date and the last updated date of the file are not the same, and it may not branch correctly, so please understand.
What You Can Do by Integrating OneDrive and Microsoft SharePoint
By integrating the APIs of OneDrive and Microsoft SharePoint, you can automatically sync OneDrive data with Microsoft SharePoint!
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of OneDrive and Microsoft SharePoint. Registration takes just 30 seconds, so feel free to give it a try!
Upload Files to Microsoft SharePoint When Files Are Created in OneDrive
This flow is convenient when you want documents saved in OneDrive within your organization to be automatically reflected in Microsoft SharePoint.
When a file is created in OneDrive, upload the file to Microsoft SharePoint.
■Overview The "Upload files to Microsoft SharePoint when a file is created in OneDrive" flow is a business workflow that automates the integration between OneDrive and Microsoft SharePoint. This facilitates smooth file management and sharing, supporting increased team productivity.
■Recommended for - IT personnel of teams or companies that use OneDrive and Microsoft SharePoint on a daily basis - Business users who spend time on manual file transfers - Project leaders who want to improve file management efficiency - Executives who want to promote business automation by utilizing multiple SaaS applications
■Notes - Please integrate each of OneDrive and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). - Due to the specifications of the app, there may be cases where the creation date and the last updated date of the file are not the same, and it may not branch correctly, so please understand.
■Overview The "Upload file to Microsoft SharePoint after approval when a file is created in OneDrive" flow automates the file approval process and management of storage destinations. This ensures consistency in file management and reduces the effort of approval tasks.
■Recommended for - IT personnel in companies that use OneDrive and Microsoft SharePoint regularly - Team leaders who find the file approval process time-consuming - Business owners of small and medium-sized enterprises considering workflow automation - Project managers who want to centralize file management across multiple projects - Office staff who find manual file movement and approval tasks cumbersome
■Notes - Please integrate Yoom with both OneDrive and Microsoft SharePoint. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Please note that the shortest trigger interval varies depending on the plan. - Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
Let's Create a Flow to Integrate OneDrive and Microsoft SharePoint!
Now, let's create a flow that integrates OneDrive and Microsoft SharePoint! This time, we'll use Yoom to proceed with the integration of OneDrive and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow is broadly created through the following processes:
Integrate OneDrive and Microsoft SharePoint with My Apps
Copy the template
Set triggers for OneDrive and actions for Microsoft SharePoint
Test and verify
When a file is created in OneDrive, upload the file to Microsoft SharePoint.
■Overview The "Upload files to Microsoft SharePoint when a file is created in OneDrive" flow is a business workflow that automates the integration between OneDrive and Microsoft SharePoint. This facilitates smooth file management and sharing, supporting increased team productivity.
■Recommended for - IT personnel of teams or companies that use OneDrive and Microsoft SharePoint on a daily basis - Business users who spend time on manual file transfers - Project leaders who want to improve file management efficiency - Executives who want to promote business automation by utilizing multiple SaaS applications
■Notes - Please integrate each of OneDrive and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). - Due to the specifications of the app, there may be cases where the creation date and the last updated date of the file are not the same, and it may not branch correctly, so please understand.
Step 1: Integrate My Apps with OneDrive and Microsoft SharePoint
First, log in to your Yoom account. If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on "+ Add".
2. You can search by app name in the input field.
Register OneDrive as My App
Let's register OneDrive as My App! Enter OneDrive in the input field, and when the OneDrive icon appears, click on the OneDrive icon.
Note that "Microsoft 365 (formerly Office 365)" has plans for both personal and business (Microsoft 365 Business) use. If you do not have a business plan, you may encounter authentication errors when integrating with Yoom, so please check your plan details in advance.
1. If you are already logged into Microsoft 365, My App registration will be completed immediately. If you are not logged in, the following screen will appear, so please log in with the account you want to integrate.
Similarly, search for Microsoft SharePoint and click on the icon.
1. If you were logged in when registering OneDrive as My App, registration will be completed immediately. If you were logged out, please sign in with the account you want to integrate.
Once My App registration is successful, the following screen will be displayed. Please check if the icons for OneDrive and Microsoft SharePoint are displayed on the My Apps screen.
Step 2: Copy the Template
Click "Try it" from the link below.
When a file is created in OneDrive, upload the file to Microsoft SharePoint.
■Overview The "Upload files to Microsoft SharePoint when a file is created in OneDrive" flow is a business workflow that automates the integration between OneDrive and Microsoft SharePoint. This facilitates smooth file management and sharing, supporting increased team productivity.
■Recommended for - IT personnel of teams or companies that use OneDrive and Microsoft SharePoint on a daily basis - Business users who spend time on manual file transfers - Project leaders who want to improve file management efficiency - Executives who want to promote business automation by utilizing multiple SaaS applications
■Notes - Please integrate each of OneDrive and Microsoft SharePoint with Yoom. - The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval varies depending on the plan. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). - Due to the specifications of the app, there may be cases where the creation date and the last updated date of the file are not the same, and it may not branch correctly, so please understand.
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting up a trigger to activate when a file is created or updated in a specific folder on OneDrive
1. First, click on the icon at the top that says "When a file is created or updated in a specific folder".
2. Set up the account information to integrate with OneDrive. Select the trigger "When a file is created or updated in a specific folder". After confirming the content, click "Next".
3. Set up each item.
Trigger activation interval: Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check that. It is generally recommended to use the shortest activation interval for that plan.
Drive ID, Folder ID: Click the input field to display suggestions as shown in the image below. Select from the suggestions.
Folder Name: You can search for the "Folder Item ID" using the content entered here. If the corresponding folder is not found, try searching with only a part of the folder name, which may work.
If the test is successful, you will be able to reference the information obtained from OneDrive as output, as shown in the image below.
For more details about the output, please refer to the following link. About the Output Once the test is successful, don't forget to click "Save"!
Step 4: Setting up to download a file
1. Next, click on the "Download File" icon.
2. Set up the account information to integrate with OneDrive. Select the action "Download File". Once the setup is complete, click "Next".
3. Enter each item.
Drive ID: Click the input field to display suggestions as before. Select from the suggestions.
File Item ID: Click the input field as shown in the image below, and the previously obtained output will be displayed. Select "Item ID" from it.
Once the setup is complete, click "Test", and if there are no issues, click "Save".
Step 5: Setting up to upload a file to Microsoft SharePoint
1. Finally, click on the "Upload File" icon.
2. Set up the account information to integrate with Microsoft SharePoint. Select the action "Upload File". Once the setup is complete, click "Next".
3. Set up each item.
Site ID, Drive ID, Destination Folder Item ID: Click the input field to display suggestions as shown in the image below, and select from them.
Destination Folder Name: Use the entered value to search for candidates for the "Destination Folder Item ID".
File Name: Click the input field as before, and the previously obtained output will be displayed. Select "Item Name" from it to reference.
File Attachment Method: You can choose to use the output or upload. If using the output, select from the dropdown.
If you choose to upload, click "Add File" to upload a file.
Once the setup is complete, click "Test", and if there are no issues, don't forget to click "Save"!
With this, the flow of [Uploading a file to Microsoft SharePoint when a file is created on OneDrive] is complete.
Step 6: Testing and Confirmation
Once the setup is complete, the following screen will be displayed. Click the "Turn on the trigger" button to activate the flow bot.
This concludes the method for uploading a file to Microsoft SharePoint when a file is created on OneDrive!
If you want to integrate Microsoft SharePoint data with OneDrive
This time, we introduced how to integrate data from OneDrive to Microsoft SharePoint, but if you want to integrate data from Microsoft SharePoint to OneDrive, please also use the following template.
When a file is created on Microsoft SharePoint, upload the file to OneDrive
This flow is recommended for managing reports and daily reports created by team members on Microsoft SharePoint by automatically uploading them to OneDrive.
When a file is created in Microsoft SharePoint, upload the file to OneDrive.
■Overview The "Upload files to OneDrive when a file is created in Microsoft SharePoint" flow is a business workflow that automates file management by leveraging the integration between Microsoft SharePoint and OneDrive. This helps streamline file transfers and backup tasks, supporting increased team productivity.
■Recommended for ・Business users who regularly use Microsoft SharePoint and OneDrive ・IT personnel looking to streamline file management and sharing tasks ・Team leaders considering automating business processes by utilizing multiple SaaS applications ・Administrative staff spending time on manual file transfers ・Executives aiming for centralized data management and organization of information
■Notes ・Please integrate Yoom with both OneDrive and Microsoft SharePoint. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・Branching is a feature (operation) available with plans above the mini plan. Please note that operations set in the flow bot will result in an error with the free plan. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Due to app specifications, there may be cases where the file creation date and last modified date are not the same, and branching may not occur correctly.
Examples of Other Automations Using OneDrive and Microsoft SharePoint APIs
In addition to integration with Microsoft SharePoint, it is possible to automate various tasks using the OneDrive API. If you find something interesting, please feel free to try it out!
Examples of Automation Using OneDrive
You can automatically store received attachments, freeing you from the hassle of manual uploads.
Automatically upload attachments received in Outlook to OneDrive
■Overview The "Notify Discord when a file is stored in OneDrive" flow is a business workflow that automatically links file management and team communication. When a new file is added to OneDrive, a notification is automatically sent to Discord, allowing all team members to quickly share the latest file information. This prevents information transmission leaks and supports smooth business progress.
■Recommended for ・Teams or organizations that use OneDrive and Discord on a daily basis ・Administrators who need immediate notifications when files are updated or added ・Those who want to eliminate manual notification tasks and improve business efficiency ・IT personnel who want to strengthen information sharing within the team and facilitate communication ・Business people who want to utilize automation in project management and file sharing
■Notes ・Please link both OneDrive and Discord with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview The "Convert Google Form responses to PDF and save to Microsoft SharePoint" flow is a business workflow that automatically converts responses collected from Google Forms into PDF format and saves them to Microsoft SharePoint. This eliminates the need for manual data organization and storage tasks, enabling efficient data management.
■Recommended for ・Those who collect a large amount of data using Google Forms ・Those who want to enhance data management with Microsoft SharePoint ・Business personnel who spend time on manual data processing ・Those who want to streamline information sharing within the team ・IT personnel considering automation of business processes
■Notes ・Please integrate both Google Forms and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview Are you manually uploading attachments such as invoices and reports received in Gmail to Microsoft SharePoint? As the number of items increases, this work becomes a heavy burden and also carries the risk of missed saves. By leveraging this workflow, you can use email receipt in Gmail as a trigger to automatically upload attachments to Microsoft SharePoint, freeing you from such routine tasks and helping improve operational accuracy.
■Recommended for ・Those who manually save attachments received in Gmail to Microsoft SharePoint ・Those in departments that handle important files such as invoices and want to prevent missed saves due to manual work ・Those who want to automate routine file management tasks and focus on more important work
■Notes ・Please connect Yoom with both Gmail and Microsoft SharePoint. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured in Flow Bots will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・For triggers, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB, so please be aware. ・For details on the file sizes that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
This flow uploads received attachments in Outlook to Microsoft SharePoint.
■Notes ・Please connect Yoom with both Outlook and Microsoft SharePoint. ・There are personal and business plans in Microsoft365 (formerly Office365), and if you're not subscribed to the business plan, the authentication may fail. ・Branching is a feature (operation) available in Mini Plan or above. If you are on the Free Plan, the flow bot operations set will return an error, so please be careful. ・Paid plans such as Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
By automating the upload to Microsoft SharePoint simultaneously with saving files on OneDrive, you can not only reduce the mistakes and effort involved in sharing materials but also make the workflow much smoother. The article introduces specific templates that enable automatic uploads when creating files and uploads after approval. The implementation is simple and can be put into practice immediately, which is an attractive feature.
If you want to review your daily routine and use your time for more valuable tasks, please give it a try.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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