How to Sync monday.com Items and Files with OneDrive, SharePoint and Library

In today's fast-paced digital environment, efficiency and organization are key to managing projects and tasks. OneDrive Sync emerges as an essential tool for seamlessly integrating your monday.com workspace with OneDrive and SharePoint, ensuring your files and items are always synchronized and up-to-date.

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Why OneDrive Sync?

‍OneDrive Sync is not just another add-on; it's a necessity for those looking to enhance their project management capabilities. Whether you're a project manager, a team member, or an IT administrator, the ability to sync monday.com items and files with OneDrive or SharePoint library simplifies file management, enhances collaboration, and boosts productivity.

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Key Features of OneDrive Sync:

• Automatic Folder Creation: Automatically generates a new OneDrive or SharePoint folder whenever a new item is created in monday.com.
• Real-time Synchronization: Ensures that any changes in monday.com items or files are instantly reflected in the corresponding OneDrive or SharePoint folder.
• Customizable Workflows: Offers flexibility to set up custom workflows, making it perfect for a variety of projects and team sizes.
• Enhanced Collaboration: Facilitates easier access and sharing of project files among team members, stakeholders, and clients.

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Link to install OneDrive Sync

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How to use full video guide

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Folder Creation

• Install the app in the relevant board.
• Go to integrate section, search and select “OneDrive Sync”.
• Choose the “When an item is created, create a new folder…” or “When button clicked, create a folder inside” or “When status changes, create a” recipe.
• Authorise monday.com and OneDrive.
• Configure the recipe
• Navigate to OneDrive, a shared library, or a site.
• Access the specific folder where new folders will be created.
• Copy the URL of this folder from browser.
• Paste the copied URL into the “Paste folder URL here” field in the recipe.
• Choose the Column to store the link of the newly created folder for the Link field.
• Create a new item/press the button/status change and OneDrive Sync will create a folder for you

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File Syncing

• Install the app in the relevant board.
• Go to integrate section, search and select “OneDrive Sync”.
• Choose the “When button clicked, Sync files…” or “When column changes, Sync files…” recipe.
• Authorise monday.com and OneDrive.
• Configure the recipe
• from Column field: Select the column containing files for synchronization with the OneDrive folder.
• Folder field: Select the column where the OneDrive folder URL is located.
• Update the column/press the button and OneDrive Sync will sync the files from monday.com to OneDrive.

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Conclusion:

In the era of remote work and digital collaboration, OneDrive Sync stands out as a pivotal tool for teams using monday.com. By bridging the gap between monday.com and OneDrive/SharePoint/Library, it ensures that your project management process is as efficient and streamlined as possible. Upgrade your workflow today by integrating OneDrive Sync into your digital toolkit.