Integrate OneDrive with Docparser Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate OneDrive with Docparser using Pabbly Connect. Follow this detailed tutorial for a smooth setup. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To integrate OneDrive with Docparser, first, access Pabbly Connect. Visit Pabbly.com and log in or sign up for a new account. Signing up is quick and provides free tasks monthly.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This is where you will create a new workflow for the integration.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the plus sign to create a new workflow. Name it ‘Add New OneDrive Files to Docparser’ and click on ‘Create’. This sets up the trigger and action windows for your integration.

For this integration, the trigger application is OneDrive, and the action application is Docparser. You will first set up the OneDrive trigger.

• Select OneDrive as the application.
• Choose ‘New File’ as the trigger event.
• Click ‘Connect’ and add a new connection.

After setting up the trigger, you will be prompted to connect your Microsoft OneDrive account to Pabbly Connect. Make sure you are logged into OneDrive to authorize the connection.

3. Setting Up the OneDrive Trigger in Pabbly Connect

After connecting OneDrive, specify the folder path where new files will be uploaded. In this case, it is the ‘Docparser’ folder. Select the event type as ‘New File Created’.

Before testing the trigger, upload a new file to the specified folder in OneDrive. This could be any document, such as a salary slip. Once uploaded, return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the file details.

• Ensure the file is uploaded in the correct folder.
• Check that Pabbly Connect captures the file details correctly.

Once the test request is successful, you will see the file details, including the file name and URL. This confirms that the trigger is working properly.

4. Integrating Docparser with Pabbly Connect

Now that the OneDrive trigger is set up, it’s time to integrate Docparser. In the action window of Pabbly Connect, select Docparser as the application and choose the action event ‘Upload a Document from a URL’.

Connect your Docparser account by entering the secret API key. You can find this in your Docparser account under the API settings. Make sure to leave the password field blank and click ‘Save’ to establish the connection.

Locate your secret API key in Docparser. Map the document URL from the OneDrive trigger response.

After saving the connection, you will be able to select the parser you want to use in Docparser for the uploaded files. This completes the integration setup.

5. Testing the Integration Between OneDrive and Docparser

To test the integration, upload another file to the OneDrive folder. Once uploaded, refresh your Docparser account. The new document should appear in the data parsing queue.

Keep in mind that the trigger in Pabbly Connect is polling based, meaning it might take a few minutes for the new file to be processed. If it doesn’t show up immediately, wait patiently for the integration to work.

Once the document appears in Docparser, check the processed section to confirm that it has been successfully added. This validates that your integration is functioning as intended.

Conclusion

In this tutorial, we have demonstrated how to integrate OneDrive with Docparser using Pabbly Connect. By following these steps, you can automate the process of uploading new files directly from OneDrive to Docparser, enhancing your workflow efficiency.

Utilizing Pabbly Connect simplifies the integration process, allowing you to seamlessly connect multiple applications and automate tasks effortlessly.