OneDrive Integration Process

  • Updated On May 6, 2025
  • 2 minute(s) read
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Integrate OneDrive with Whatfix to fetch articles from your OneDrive Repository and display them as contextual links in the Self Help widget.

Info:

To enable OneDrive integration, the OneDrive Authorization code must be handed over to your Whatfix representative.

Use the following steps to generate the OneDrive Authorization code:

Admin Account

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. Click the OneDrive tile.
    RB_DB_CAggclickOnedrive

  2. Enter a title, your OneDrive URL, and then click Next.
    RB_DB_repoODrive

  3. 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.
    RB_DB_repo_odrive

  4. Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
    RB_DB_Reposelectcontent

  5. Log in to your Microsoft account.

  6. Once logged in, on the pop-up that appears, click Accept.
    microsoft_onedrive_accept

    The integration is then processed.

Note:
  • The Repository links are available in the Ready stage once the Repository is crawled into Whatfix.
  • You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
  • Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
  • Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.

Non-Admin Account

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. Click the OneDrive tile.
    RB_DB_CAggclickOnedrive

  2. Enter a title, Repository URL, and then click Next.
    RB_DB_repoODrive

  3. 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.
    RB_DB_repo_odrive

  4. Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
    RB_DB_Reposelectcontent

  5. Since the login credentials used are for a non-admin account, click Request approval on the pop-up.
    microsoft_onedrive_approval

Note:

  • Once the request is sent, the following pop-up is displayed.
    onedrive_request_sent

  • Ensure that the admin of the Microsoft account has provided you with access to the OneDrive app.

  1. Go to the Repository draft, and then click the more icon.
    clm_db_repositories_draft_ellipsis

  2. Click the Edit icon, and then follow steps 1 to 5 to integrate the Repository.
    clm_db_repositories_draft_edit

The integration is then processed.

Note:
  • The Repository links are available in the Ready stage once the Repository articles are crawled through and brought into Whatfix.
  • You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
  • Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
  • Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.

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