Connect to OneDrive

You can integrate SolveXia with your OneDrive account to:

• Download files from OneDrive into your SolveXia process; and
• Upload files from SolveXia to your OneDrive folder(s).

To use this integration, you will require a OneDrive account. Your OneDrive administrator may also need to enable settings that allow you to share your OneDrive content with third-party applications.

You can connect your OneDrive to SolveXia by following the instructions below or watching our 5-minute video tutorial:

Add Steps

Add a Data Step with a placeholder for the file you will be downloading from OneDrive. 

1. Create a new action step by clicking on three vertical dots (found to the right of the group's name)
2. Select "Add data step"
3. Name data step
4. Click on the "CREATE DATA STEP" button
5. Click on the "SELECT PROPERTY TYPE"
6. Select File upload/download

Add a new connector step to your process and select one drive.

1. Create a new connector step by clicking on three vertical dots 
2. Select "Add connector step"
3. Name data step
4. Select OneDrive as the service to connect
5. Click on Create Connector Step on the bottom right

Connect to your OneDrive account

To connect to your OneDrive account:

1. Click the "Link your OneDrive account" button
2. Pick the account 
3. Enter the credentials on the pop-up window (this would be the credentials you currently use to access your OneDrive account)
4. Click on the "Sign in" button
5. After the authentication, you will see that your OneDrive is linked
6. You can disconnect anytime by selecting the disconnect option

Download a file from OneDrive

You need to configure the step to download a file from OneDrive to the process:

1. Click the "Choose an action to perform"
2. Select "Download File" from the list of options
3. You can click on "Untitled API" and rename it
4. Enter the first parameter, which is the folder path containing your file in OneDrive
5. Parameters can be manual input or can be linked to the properties in your process
6. To identify the file that the connector should download, you can select one of the following options: by name, last created, last modified
7. Configure the criteria for searching OneDrive by selecting one of the following options: Equals, Starts with, Ends with, Contains
8. Specify your file name or criteria
9. Click on the link icon in the placeholder
10. Choose the process, data step and data step property type in the pop-up and then click "Link"
11. Click on the "Save" button on the top right-hand side  
12. After running the step you can see that it has been completed and the file has been downloaded from OneDrive to

Create a folder

Once you added the connector step and connected to your OneDrive account as above, you need to configure the step to create a folder from OneDrive for the process:

1. Click the "Choose an action to perform"
2. Select "Create a Folder" from the list of options
3. Enter the first parameter, which is the folder name 
4. Select the path for your folder to be created
5. To identify the action that needs to be done if a folder exists, you can select one of the following options: fail, replace, rename
6. Parameters can be manual input or can be linked to the properties in your process
7. Click on the "Save" button on the top right-hand side. After running the step you can see that it has been completed and the folder has been created, renamed or replaced. 
8. Note: If an action is linked to a "Data Property Link" the string needs to be all lower case.