OneDrive Integration Process
- 15 Dec 2023
- 1 Minute To Read
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OneDrive Integration Process
- Updated On 15 Dec 2023
- 1 Minute To Read
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You can integrate OneDrive with Whatfix to fetch articles from your OneDrive Repository and display them as contextual links in the Self Help widget.
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To enable OneDrive integration, the OneDrive Authorization code must be handed over to a Whatfix representative.
Use the following steps to generate the OneDrive Authorization code,
Admin Account
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click the OneDrive tile.
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Enter a title, your OneDrive URL, and then click Next.
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Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
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Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
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Log in to your Microsoft account.
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Once logged in, on the pop-up that appears, click Accept.
Non-Admin Account
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click the OneDrive tile.
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Enter a title, Repository URL, and then click Next.
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Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
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Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
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Since the login credentials used are for a non-admin account, click Request approval on the pop-up.
your title goes here
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Once the request is sent, the following pop-up is displayed.
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Ensure that the admin of the Microsoft account has provided you with access to the OneDrive app.
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Once the access is provided, the integration is saved as Draft.
- Go to the Repository draft, and then click the more icon.
- Click the Edit icon, and then follow steps 1 to 5 to integrate the Repository.
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