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.

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Import CSV from OneDrive to Salesforce

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

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Connect OneDrive

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

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Pick the file

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

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Map, clean, and schedule

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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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