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Prerequisites

  • Only roles with editing privileges for Intergrations are supported to add CSV files, such as admin.
  • Already uploaded CSV files to OneDrive.
  • Already connected MSPbots to OneDrive.

Main Section

  1. Navigate to Integrations.
  2. Search for OneDrive in the search bar.
  3. Click and select Files. 

  4. Select the user account and the CSV files that have already been uploaded to OneDrive..

    1. User Account: Type the user account and click .

      Please make sure to type in the user account case-sensitively.


    2. Drives: Click to select the appropriate drive.
    3. File Name:
      • Type the file name and click .
      • Another way is by searching for the file extension in the File Name search bar. 
        • For example, if the file extension is '.csv', just type in '*.csv' to return all CSV files associated with the user.
        • Once you see your search results, simply click on the file you want to convert into a dataset.
  5. Click the Save and Sync button. 


The CSV files cannot contain the following:

  • Blank rows
  • Blank column headers
  • Duplicate column headers
  • Symbols in column headers
  • Column headers that are more than 25 characters long
  • Numbers with commas


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