This integration allows authorized Planhat users to seamlessly connect their Microsoft OneDrive instance to Planhat. It enables the automated fetching and importing of standard data files (.csv or .xlsx) from designated folders within OneDrive. The import process can be scheduled at various frequencies, from every 5 minutes to once a week, supporting both static data (like CRM information) and time-series data (such as metrics). Users need appropriate permissions within Microsoft OneDrive to establish the connection. The integration is designed to run on a fixed cadence, ensuring consistent data updates within Planhat.

Features & Benefits

• Scheduled Data Import: Fetches and imports .csv or .xlsx files from selected OneDrive folders automatically.
• Flexible Scheduling: Imports data at chosen frequencies, ranging from every 5 minutes to weekly.
• Support for Data Types: Handles both static data (CRM) and time-series data (Metrics).
• User-Friendly Configuration: Authorized users can connect their OneDrive instance via the Integrate tab, with a step-by-step guide available in the Help Center.