OneDrive
Connect Microsoft OneDrive to Klipfolio Klips and turn your stored files into live, automatically updated dashboards. Combine OneDrive data with 100+ other services for a complete view of your business.
Track all your OneDrive KPIs in one place
Sign up for free and start making decisions for your business with confidence.
Tracking down your OneDrive data across spreadsheets and shared files takes time you don't have. Connect OneDrive to Klipfolio Klips and your data becomes a live, visual dashboard — updated automatically, no manual exports needed.
How to connect OneDrive to Klipfolio
- In the left navigation sidebar, click the 3-dot menu beside Data Sources and select + New data source.
- On the Where is your data? page, select Microsoft OneDrive.
- First-time connection: Click Connect an account, enter your OneDrive credentials, and click Allow to grant Klipfolio secure access. Click Continue.
- Returning user: Select an existing connection from the drop-down list and click Continue.
- Choose My Drive for personal files or Shared with Me for shared files. Filter by Last Modified or Alphabetical.
- Select your file and click Get data, review the data, then click Continue.
- Name your data source, set a refresh schedule, and click Save.
View the step-by-step setup guide
Top reasons to use Klipfolio for OneDrive dashboards
Automatic data refreshes: Your dashboard stays current without manual exports or copy-paste. Set a refresh schedule and let Klipfolio handle updates.
Custom visualizations: Use the Klip Editor to build charts, tables, and scorecards from any OneDrive file — spreadsheets, CSVs, and more.
Combine data sources: Pair OneDrive data with 100+ connectors — including Salesforce, Google Analytics 4, and HubSpot — to build cross-functional dashboards.
TV mode for team visibility: Display your OneDrive dashboards on office screens to keep your team aligned without sending another email or shared document.
Broad layout control: Arrange Klips in any configuration, apply custom themes, and share dashboards via public links, scheduled PDFs, or embedded views.
Stop sharing files that never get opened. Start building dashboards that keep your team on the same page.
What Klipfolio adds to OneDrive
| What you do in OneDrive | What Klipfolio adds |
|---|---|
| Store files and spreadsheets manually | Automated dashboards that pull from those files in real time |
| Share documents via links or email | Live dashboards distributed by TV mode, public link, or scheduled PDF |
| View data in rows and columns | Rich visual Klips — charts, gauges, scorecards, and more |
| Work with one file at a time | Combined views across OneDrive and 100+ other data services |
Stop exporting files. Start building dashboards that update themselves.
Use the Connector Gallery to create a custom OneDrive dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your OneDrive account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your OneDrive data with other relevant data to create your custom dashboard.
Learn more about working with the OneDrive API and how you can start building your own OneDrive queries in Klipfolio.
