Automatically Add OneDrive Files to MS Excel with Pabbly Connect

Learn how to automatically add OneDrive files to MS Excel using Pabbly Connect. Follow this step-by-step guide to streamline your workflow. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for OneDrive and MS Excel Integration

Pabbly Connect is a powerful integration tool that allows you to automate workflows between applications like OneDrive and MS Excel. This automation ensures that whenever a new file is uploaded to OneDrive, its link is automatically added to MS Excel. This eliminates the need for manual updates and streamlines your workflow. using Pabbly Connect

To start using Pabbly Connect, create a free account on their website. The setup process is quick and gives you access to free tasks to test your automation. Once you have your account set up, you can begin creating workflows that will enhance your productivity.

2. Setting Up Your Workflow in Pabbly Connect

To create your automation, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘When a file is uploaded in OneDrive, add the same file link in MS Excel’. This clear naming convention helps identify the workflow later. using Pabbly Connect

• Click on ‘Create’ to proceed.
• Choose OneDrive as the trigger application.
• Select the trigger event as ‘New File Created’.
• Connect your OneDrive account by clicking on ‘Connect’.

After connecting your OneDrive account, specify the folder path where the files will be uploaded. For example, if you are using a folder named ‘All Important Designs and Files’, enter that folder name. This setup ensures that Pabbly Connect can monitor this folder for new files.

3. Testing the OneDrive Trigger in Pabbly Connect

Once you have set up the trigger, it’s time to test it. Upload a file to the specified OneDrive folder to see if Pabbly Connect captures it. After uploading, return to the Pabbly Connect interface and click on the ‘Save and Send Test Request’ button. using Pabbly Connect

If everything is set up correctly, you should receive a response from Pabbly Connect that includes the details of the uploaded file, such as the file name and its link. This confirms that the OneDrive integration is functioning as expected.

4. Connecting MS Excel to Pabbly Connect

Now that your OneDrive integration is working, it’s time to add MS Excel to your workflow. In the action event, select ‘Add a Row to a Worksheet’. This allows you to specify which workbook and worksheet you want to update with the new file details. using Pabbly Connect

• Connect your MS Excel account by clicking ‘Connect’.
• Choose the workbook that contains the data you want to update.
• Select the appropriate worksheet from the workbook.

Once connected, map the data fields from the OneDrive trigger to the corresponding columns in your MS Excel worksheet. This mapping ensures that the file name, file link, and upload date are accurately recorded in Excel whenever a new file is uploaded to OneDrive.

5. Finalizing Your Automation with Pabbly Connect

After mapping the necessary fields, click on ‘Save and Send Test Request’ to finalize the setup. This step will send the file details to your MS Excel worksheet, confirming that your automation is complete. using Pabbly Connect

Remember, Pabbly Connect checks for new files every 10 minutes. If you upload a file and it doesn’t appear immediately in Excel, wait a short while for the automation to process. Once set up, Pabbly Connect will handle the task of updating your Excel sheet automatically, allowing you to focus on more important tasks.

Conclusion

Using Pabbly Connect to automatically add OneDrive files to MS Excel streamlines your workflow and enhances productivity. By following the steps outlined in this tutorial, you can effortlessly keep track of your OneDrive files within Excel without manual updates.