You can connect OneDrive as a Data Source. Select OneDrive from the Connect data dropdown. You will need a OneDrive Account and credentials for Openprise.
When creating a new data source, select OneDrive from the Connect data picklist.
- Select from an existing account if you've already linked your OneDrive account to Openprise
- Select the Add Credential button to link your OneDrive Account to Openprise
If you've selected Add Credential, you will sign in to your OneDrive Account. Begin by entering your username.
Enter password or passkey or any other login option you've selected.
Follow all prompts to connect OneDrive to Openprise.
Directory or entity: Select the folder in OneDrive containing the file you want to import as a new data source. We recommend storing files in folders and organizing folders based on projects you're working on in Openprise.
File template and Record type: Select the file that you'd like to import located inside of the folder you selected in the directory or entity section above. For the Data Cleaning project you will also select the Record Type.
Integration project show below:
Data Cleaning project show below:
For the Integration project, you will also configure attributes types by selecting the attribute type for each attribute that was imported from your sheet. Options are: Date & Time, IP Address, Whole Number, Real Number, Text single-value, Text multi-value, and Yes/No.