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PARSER GUIDES

Importing from OneDrive

Integrations

Connect OneDrive and automatically process new files added to a selected folder

Connect OneDrive to a parser so new files added to a selected folder become PARSER documents automatically.

Before you start

You need a OneDrive account and a parser with the fields you want to extract.

PARSER starts watching from the moment you save the configuration. Files already in the selected folder are not imported.

Add OneDrive

1. Open your parser and go to Settings -> Integrations.

2. Under Import sources, find Import from OneDrive.

3. Click Add.

4. Expand Import from OneDrive under Added integrations.

Connect your account

1. Click Connect OneDrive.

2. Sign in to the Microsoft account that contains the folder.

3. Review the requested access and approve the connection.

4. Return to PARSER and select the connected account if it is not already selected.

Click Connect another account if you need to use a different OneDrive. One selected account and folder are monitored by this parser at a time.

Select the import folder

1. Open folders in the PARSER folder browser until you reach the folder you want to monitor.

2. Click Select this folder.

3. Confirm that the selected path appears below the browser.

Turn on Include subfolders to also import new files added inside folders below the selected folder. Leave it off to monitor only files added directly to the selected folder.

Test and save

1. Click Test folder access.

2. Confirm that PARSER says the folder is accessible.

3. Click Save configuration.

4. Confirm that Monitoring active appears beside Import from OneDrive.

Add a new file

Upload or save a new supported file in the selected OneDrive folder. The file normally appears in the parser's Document Inbox within a few minutes and starts processing automatically.

The source file remains in OneDrive. PARSER imports each OneDrive file once, so renaming or editing an imported file does not create another PARSER document.

Supported files and limits

The integration imports supported downloadable files up to 100 MB. Empty files and unsupported formats are skipped. See Supported Files and Processing Limits for the complete list.

If files do not arrive

  • Confirm that Monitoring active is shown.
  • Confirm that the file was added after you saved the configuration.
  • Check whether Include subfolders matches where the file was added.
  • Click Test folder access to confirm the connected account can still open the folder.
  • If you see Needs reconnection, click Reconnect and approve access again.
  • If monitoring failed, save the configuration again to reactivate it.

Changing the connected account or selected folder starts monitoring from the new current state. Files already present in the new location are not imported.

Next steps

Importing from OutlookConnect an Outlook inbox and automatically import new email bodies, attachments, or bothOpen guide → Importing from Google DriveConnect Google Drive and automatically process new files added to a selected folderOpen guide →