Overview
What is OneDrive: Microsoft OneDrive is a cloud storage service built into Microsoft 365 plans. It stores, syncs, and shares files across devices, serving as the personal file layer within the Microsoft 365 ecosystem. OneDrive for Business shares underlying Microsoft 365 infrastructure, so files worked on across Microsoft 365 content sources are exposed through related Microsoft Graph resources.
Datagrid's OneDrive integration imports files, folders, metadata, and associated Microsoft 365 objects directly into Datagrid. Once connected, Datagrid's agentic AI agents can read document content, extract structured fields from PDFs and spreadsheets, cross-reference data against CRM or ERP records, and push validated outputs to downstream systems without manual intervention.
This integration covers one-way scheduled imports from OneDrive into Datagrid datasets. It syncs seven data objects: Drive, DriveItem, List, ListItem, Site, User, and Group. That scope includes file content, list data, site structures, and user or group associations, giving Datagrid agents the context needed for classification, routing, and enrichment workflows.
How to integrate OneDrive with Datagrid
The OneDrive integration imports files, folders, metadata, and Microsoft 365 resource objects into Datagrid datasets. After you connect it, you can confirm prerequisites, connect the integration, configure authentication, schedule recurring pulls, and review sync details.
Confirm prerequisites
Before starting setup, make sure you have the access and scope needed for the import.
A Microsoft account with access to OneDrive
Permissions to access the files and folders you want to import
A clear picture of which data objects you need in Datagrid
Connect the integration
Follow these steps to create the integration and start the first import.
Click the + Create button in the top left of the Datagrid interface.
Select Connect Apps.
Search for the OneDrive integration from the list.
Log in with your Microsoft account. OneDrive prompts you to authorize Datagrid's access, then you grant the required permissions.
Click Next.
Select the OneDrive data you want to include in your dataset: files, folders, metadata, or specific data objects.
Click Start First Import to begin syncing your OneDrive dataset.
Configure authentication
The integration uses OAuth 2.0 via Microsoft's identity platform. Datagrid handles the authorization code flow, and you sign in with your Microsoft account to grant delegated permissions. Datagrid manages tokens automatically, including refresh cycles.
Schedule data syncs
Once the initial import is complete, you can configure a recurring sync schedule.
Go to the left side panel and click on your OneDrive dataset.
Click the ... menu in the top right of the dataset.
Click Edit Pipeline to adjust your integration's name.
Click the Schedule button, next to the Import Configuration button.
Set the frequency to daily, weekly, or monthly, specify the time of day, and configure any downtime windows.
Click Update to save the new schedule.
Review sync details
The table below summarizes the sync behavior for this integration.
Synced objects — Drive, DriveItem, List, ListItem, Site, User, Group
Sync direction — One-way (OneDrive → Datagrid)
Frequency options — Daily, weekly, or monthly
Downtime configuration — Optional, specify windows when sync should not run
Need additional endpoints? Datagrid accepts requests for new data objects through their support channel. For setup details and reference material, see the resources below.
Why use OneDrive with Datagrid
For operators running mission-critical programs and project teams that need answers and action, not admin, this integration turns stored files into active workflows inside Datagrid.
Automated document extraction: Agentic AI agents read PDFs, spreadsheets, and Word documents stored in OneDrive, extracting structured fields like vendor names, dates, amounts, and line items without manual data entry.
Scheduled data freshness: Configure recurring sync schedules with downtime windows so Datagrid datasets reflect the latest OneDrive content.
Full Microsoft 365 context: The integration pulls files along with Sites, Lists, ListItems, Users, and Groups, giving agents the organizational context needed for routing and classification.
Autonomous multi-step workflows: Datagrid's AI agents classify incoming documents, extract relevant data, validate it against other connected systems, and route outputs to the right destination, executing the full pipeline without human input.
Cross-platform data pipelines: Combine OneDrive data with CRM, database, or analytics integrations to build end-to-end workflows that move data from cloud storage into the systems where teams act on it.
What you can build with the OneDrive Datagrid integration
OneDrive often becomes the system where project files, spreadsheets, and shared operational records accumulate. Connecting it to Datagrid gives agents a reliable way to read those files, extract what matters, and route the output into downstream workflows.
Common workflows include the following:
Invoice processing pipeline: PDFs uploaded to an
/Invoices/Incomingfolder in OneDrive trigger Datagrid AI agents that extract vendor names, PO numbers, amounts, and dates, then validate those fields against ERP records and push clean data into your accounting system. No manual keying required.Project document classification and routing: Construction specs, submittals, RFIs, and contracts land in OneDrive from multiple sources. A Datagrid agent classifies each document by type, extracts key metadata such as project number, revision, and discipline, then routes it to the correct project management tool or Microsoft 365 content library automatically.
AI-powered knowledge base from stored files: OneDrive accumulates years of proposals, reports, and technical documents. Datagrid indexes .docx, .xlsx, .pptx, .pdf, and .txt files, then agents answer natural language questions across the corpus, converting a static file repository into a queryable knowledge system.
Spreadsheet-to-analytics automation: Excel and CSV files stored in OneDrive feed directly into Datagrid, where agents extract row-level data, apply transformations such as currency normalization and date formatting, then push structured outputs to analytics dashboards or databases. Updated files trigger re-processing on the next scheduled sync.
These workflows give project teams and operations leaders a consistent execution layer on top of files that already live in OneDrive.
Resources and documentation
Use these resources for setup details and Microsoft Graph reference material:
Microsoft Graph OneDrive concept overview, Microsoft Graph OneDrive concept overview
Auth concepts for Microsoft Graph, delegated vs. application permissions and token concepts
DriveItem resource type documentation, full schema for files and folders exposed through the Graph API
Datagrid guide to automating PDF integration - How AI agents extract and transform PDF data into actionable records
Frequently asked questions
What data objects does the OneDrive integration sync into Datagrid?
The integration syncs seven object types: Drive, DriveItem, List, ListItem, Site, User, and Group. DriveItem covers individual files and folders, while List and ListItem correspond to Microsoft 365 list structures within the same underlying infrastructure.
How does authentication work for the OneDrive integration?
Datagrid uses OAuth 2.0 via the Microsoft identity platform. You sign in with your Microsoft account during setup, and Datagrid requests delegated permissions scoped to your access level. The app cannot access anything beyond what your account already has access to.
Can I connect a personal OneDrive account, or only OneDrive for Business?
Microsoft Graph supports both personal Microsoft accounts and work or school accounts. Authentication behavior differs between account types, and personal accounts require interactive user authentication. The Datagrid integration initiates an interactive sign-in flow, which works for both personal and business accounts.
How frequently can Datagrid pull new data from OneDrive?
Datagrid supports daily, weekly, or monthly sync schedules. You can set the specific time of day for each pull and configure downtime windows when syncing should pause. Schedule configuration is available under the Schedule button on any OneDrive dataset.
Does the integration sync file content or just metadata?
The integration imports both file content and metadata. The DriveItem object includes properties like file name, size, MIME type, creation and modification timestamps, parent folder references, and web URLs, alongside access to the file's binary content stream.
Similar integrations
If OneDrive is part of a broader document workflow, these related integrations often fit alongside it:
Microsoft Excel - Spreadsheet data stored in OneDrive can be processed directly through Datagrid, making Excel a natural companion integration for analytics pipelines.
CRM - Customer records can validate and enrich data extracted from OneDrive files.
Database - Structured outputs from OneDrive files can be loaded into operational or analytical databases.
Analytics - Processed OneDrive data can feed dashboards, reporting systems, and downstream analytics workflows.
Project Management - Documents classified in OneDrive can be routed into project workflows and related operating systems.