Automate OneDrive to Excel Integration

Synchronize your Excel workbooks stored on OneDrive or the data from CSV and Excel files to a workbook stored on another OneDrive account on a custom schedule.

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Why import data from OneDrive to Excel

Create a master view of your data

Use the OneDrive to Excel integration to merge data from two or more worksheets of the same structure into one master sheet. Automate the data import at a custom frequency such as every day or every hour to optimize your workflow. Load data from sheets of one or more workbooks to collect the records in one place for better accessibility or reporting needs.

Create a backup copy of your data

Enhance the security of your OneDrive files by creating a self-updating backup copy. Synchronize OneDrive to Excel on a set schedule, such as every hour or every 15 minutes, to have the latest records in your copy. Use the same OneDrive account for your backup or export data to a separate personal or business OneDrive folder. Choose between the replace and append import modes to either fully replace records in the backup copy or track the history of changes.

Share and collaborate on your data with third-parties

Export your data from CSV and Excel files stored in your OneDrive folder to an external Excel workbook that you can share with third-party stakeholders. The OneDrive to Excel integration allows you to synchronize data between spreadsheets for optimum collaboration inside and outside your team. You can also specify a range of data that you’d like to share and you can automate the sync of this piece of data between Excel workbooks on OneDrive.

What data you can load from OneDrive to Excel

01. CSV files

Convert CSV files into Excel worksheets on OneDrive on a custom schedule. Set up a OneDrive to Excel integration to load CSV data to your workbook stored in the same or different OneDrive accounts. You can import one CSV file into one Excel worksheet per integration. To import multiple CSV files into one workbook, set up separate connections for each file.

02. Excel worksheets

Import a worksheet from an Excel workbook on OneDrive to another Excel file in the same or different account. Set up a schedule for the automatic imports of data between files. You can synchronize entire sheets or export a specific data range from one Excel worksheet to another. To load an entire workbook from OneDrive to Excel, you’ll need to set up integrations per each worksheet of your source file.

How to configure a OneDrive to Excel integration

  1. Step 1. Select Microsoft OneDrive as a source and Microsoft Excel as a destination.
    5 seconds
  2. Step 2. Connect your Microsoft account and select a file on your OneDrive folder. If you export data from an Excel file, select a worksheet with the data as well.
    20 seconds
  3. Step 3. Connect your Microsoft account and select an Excel workbook on OneDrive and a worksheet where to load data.
    20 seconds
  4. Step 4. Enable the automatic data refresh and set up the frequency for your integration.
    15 seconds

Why use to connect OneDrive to Excel allows you to synchronize your CSV or Excel file on OneDrive with another Excel workbook with just a few clicks. You can configure a schedule for automatic syncs and choose the import mode for data transfer. If Excel is your source file, then you can also specify a range of data to move from OneDrive to Excel.

Unlike Workbook Links, the native Excel functionality for linking data, actually imports data from one worksheet to another. This means that the records in the destination worksheet are available in case of any issue with the source Excel file. The OneDrive to Excel integration also allows you to avoid other problems with linking large amounts of data between worksheets such as loss of performance.

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The OneDrive to Excel integration by allows you to import data from one Excel workbook to another that is stored on a different OneDrive account. For this, connect to the needed Microsoft OneDrive accounts when configuring source and destination. Connecting to different accounts at these steps means that you’ll be able to select source and destination files from different OneDrive accounts.
You can export a range of data from one Excel file to another within your OneDrive folder or even between different OneDrive accounts. To do this, you need to select a source file, worksheet, and specify a range of cells using the optional parameter Range. If you select multiple sheets to merge into a master view, you can specify the range of cells as well. In this case, the data from the specified range of these sheets will be merged and loaded to the destination worksheet.

See what our customers say

" automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.

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4.9 out of 5

Alfredo H.
Financial Analyst

"The integrations are easy to set up and automate, my colleagues think I'm a genius, but it's really that is doing the heavy lifting.

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4.9 out of 5

David V.
Program Director

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