Microsoft OneDrive

Microsoft OneDrive provides the storage; Planhat provides the execution. Instead of relying on manual file uploads, establish a recurring pipeline that automatically transforms stored flat files into actionable customer context and time-series metrics.

Unlock the power of Microsoft OneDrive with planhat

Improve net revenue retention

Identify adoption risks earlier by automating the ingestion of time-series usage metrics from OneDrive folders. This ensures your customer-facing teams can intervene based on the latest behavioral data before a renewal is threatened.

Shorten time to value

Accelerate data onboarding for new accounts by mapping bulk CSV or XLSX implementation files directly to Planhat CRM objects. Bypassing custom API development allows operations teams to populate customer records for immediate implementation follow-through.

Increase process governance

Prevent data duplication and maintain a clean audit trail with automated file routing. Planhat moves successfully ingested documents to a dedicated "processed" directory, ensuring the same file is never imported twice and reducing manual data hygiene work.

Improve commercial predictability

Establish a reliable reporting cadence by defining exact scanning frequencies, from every five minutes to once a week. This ensures that Health Scores and revenue dashboards are updated according to the latest file drops, providing leadership with a predictable data baseline.

Seamlessly integrate Planhat & Microsoft OneDrive

Seamlessly integrate Planhat & Microsoft OneDrive

Seamlessly integrate Planhat & Microsoft OneDrive

how it works

Flow & configuration

01

01 - CONNECTED

Secure authentication via App Center

An authorized Planhat user connects the Microsoft OneDrive application within the Integrate tab of the App Center. This establishes an OAuth-based connection, requiring requisite permissions to sign in with Microsoft and grant Planhat access to the target directories.

02

01 - CONNECTED

Define mapping destinations and data types

Admins select the specific OneDrive folder path and choose whether the incoming data should populate CRM objects—such as Companies, End Users, Assets, or Projects—or specific time-series Metric types. Supported formats for ingestion include XLSX, XLS, CSV, and JSON.

03

01 - CONNECTED

Configure scan frequency and processing rules

Set the scheduled fetch cadence based on your operational needs, with options ranging from every five minutes to weekly. Define the "processed" directory path where files will be archived immediately after a successful import to manage ingestion status and prevent duplicate data re-entry.

04

01 - CONNECTED

Operational constraints and reliability

The integration functions as a one-way inbound sync from OneDrive to Planhat. Operations teams should be aware of potential timeout errors on high-volume files and should ensure the OneDrive account remains authorized, as re-authentication may be required following specific organizational security or redirect URL updates.

FAQ

FAQ

How is the Microsoft OneDrive integration securely connected to Planhat?

How does Planhat map OneDrive documents to customer accounts for a unified context?

Can OneDrive be used as a zero-engineering pipeline for operational data?

How does Planhat operationalise new files arriving in OneDrive?

How does Planhat handle document governance and single source of truth?