OneDrive is a cloud-based file storage service provided by Microsoft.
Prerequisites
Read and write permissions from this account
Later when creating a dataset or configuring Microsoft OneDrive as a destination, you’ll need the following:
A OneDrive folder containing files with supported file types and encodings
The URL of your OneDrive folder or file that you want to sync
Set Up Microsoft OneDrive in Savant
In Savant
Click Authenticate. You will be redirected to OneDrive to grant Savant access. Log in to your OneDrive account.
Granting Permissions to Our App in Microsoft 365 (SharePoint & OneDrive Access)
Sometimes, users may see a Microsoft error saying they don’t have permission to connect via our app. This usually means that an administrator needs to grant our app permission to access Microsoft SharePoint and OneDrive on behalf of users in your organization.
Here’s how a Microsoft 365 Admin can resolve it:
Steps for Microsoft 365 Admins
Sign in to the Microsoft Entra Admin Center (formerly Azure Active Directory)
https://entra.microsoft.com
Sign in with an account that has global admin privileges.Go to “Enterprise Applications”
In the left-hand menu, go to:
Applications → Enterprise ApplicationsFind and select our app
Look for the app name your team is using (you may need to ask your user for the app name if unsure). If you don’t see it listed:Select "All Applications"
Use the search bar to find it
If it still doesn't show up, the user may need to attempt login again to trigger app registration
Grant admin consent for permissions
Click on “Permissions” or “Permissions and Consent”
Select “Grant admin consent for [Your Organization]”
Confirm the prompt to approve
Optional: Assign user access (if needed)
If the app requires explicit assignment:Go to Users and Groups
Click Add user/group
Select the appropriate users or groups
Click Assign
Still getting permission errors?
Make sure:
The app is not being blocked by Conditional Access policies
The user is licensed for Microsoft SharePoint/OneDrive
The correct permissions are listed in the app registration
If you need help identifying the exact app name or required permissions, feel free to contact our support team—we’re happy to assist.
Read Data from Microsoft OneDrive
From the "Data” tab click on “New Dataset”.
Find the OneDrive system that you have configured and click "Next."
Configuring the Data Set:
Select the file type (text file, Excel, or blob).
For text files, choose the delimiter or qualifier if applicable.
Specify the file or folder URL. Ensure that the system used to authenticate the OneDrive system has read and write permissions to this location.
Additional Configurations:
For file URLs, configure options like skip rows, headerless data, metadata inclusion, etc.
For folder URLs, configure file pattern, compression method, common headers, etc.
Once you have configured all the necessary options, click on "Apply."
Make sure to select and configure all the fields that you want to include in the dataset.
Click "Next" at the top right when you're ready to finalize the dataset and name your dataset appropriately.
Write Data to Microsoft OneDrive
Open the destination pane and click on "Add Destination."
Find the OneDrive system you want to write to.
Configuring the Destination:
Select the file type for your output data.
Choose the folder link in which you want to create the file.
Specify a filename. You can either manually enter the filename or name the file dynamically based on a field.
Handling Existing Files:
Configure what happens if the file already exists. You can select either "replace" or "insert."
Sorting Options:
If needed, select a sort option to sort your data upon output.
Completing the Process:
Once you have configured all the necessary options, save the configuration by clicking “Apply”.
Understanding Microsoft OneDrive Limitations
There are no known limitations to Savant’s Microsoft OneDrive connector.