OneDrive to Salesforce Integration

OneDrive

OneDrive is Microsoft's cloud file storage. Use this when the CSV already sits in a OneDrive folder and needs to load into Salesforce on a schedule.

Learn more about OneDrive

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Import CSV from OneDrive to Salesforce

Load a CSV from OneDrive into Salesforce. Insert, update, upsert, or delete Accounts, Contacts, Leads, Opportunities, and custom objects.

Connect OneDrive

Create the OneDrive connection, then open a job and browse folders and files to choose the CSV to load.

Pick the file

Choose the file and the Salesforce object to load into, then map the columns you want.

Map, clean, and schedule

Set the field mapping and cleaning rules once, then schedule the job. The same file can run again, or a new file can be picked up as it lands in the folder.

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