Anyone who’s used OneDrive or Microsoft Office before knows how useful it can be in a corporate environment. OneDrive allows multiple members of a group access to an existing Excel or Office spreadsheet, and changes are instantly reflected. The Launchcloud integration with OneDrive further streamlines this process by connecting directly to your Excel spreadsheets, automatically updating Excel with incoming data collected from a Launchcloud form.
In this article, we explain how to:
- Connect your Launchcloud account to OneDrive
- Create a new Excel Doc from Launchcloud
- Send Launchcloud response data to a OneDrive
- Save files to OneDrive from Launchcloud
What is OneDrive
OneDrive is the one place for everything in your work and personal life. It gives you free online storage for all your personal files so you can get to them from your Android device, computer (PC or Mac), and any other devices you use.
To signup with OneDrive click here
Connect your Launchcloud account to OneDrive
Once you’ve created an account with OneDrive, you’re able to connect it with Launchcloud. First, visit our Launchcloud Market and search for the OneDrive integration. (You’ll be able to peruse our other integrations here as well.) The Market can be found through the “Installed Apps” panel found in the navigation bar at the top of your account.
Alternatively, you can go straight to the OneDrive integration page by following this link.
Next you’ll need to activate the integration, which you can do by clicking the “Install” button.
You will first be taken to your OneDrive login page, then you will be shown a popup screen asking for permission to manage your OneDrive account will appear. Click “Allow.”
You’ll now see your OneDrive account listed as being attached to Launchcloud. To connect another account, click the “Add OneDrive account” button.
To disconnect your OneDrive account from Launchcloud, click the X to the right of the account email. Be aware that any forms with fields that use the OneDrive integration will stop working properly.
Creating OneDrive Excel Sheets
Launchcloud already offers a powerful reports generator for viewing response data. However, users can also store form responses in a OneDrive Excel Sheet, with each new submission being entered as a new line.
To create a new OneDrive Excel Sheet from a Launchcloud form > Open the form you’d like to track > Then navigate to the Form Settings menu in the top right corner of the Form Builder.
You will then > Navigate to the integration you would like to link, in this case, choose the Onedrive option > Then click the cog on the Onedrive option.
You then have the choice of which file type you would like to send your Launchcloud data too, in this case, choose Xls. Once you have finished > Click Save.
Saving Files to OneDrive Excel Sheets
In addition to text data, Launchcloud can also send PDFs and media files to a spreadsheet. This is also done from the Form Attachment Menu (as seen directly above) — just click the button to the right of the file type you’d like to include.
The attachment will appear as a link to the actual file.
You can also use the OneDrive integration to quickly populate a Launchcloud form with data from a OneDrive Excel spreadsheet. To utilize this feature, drag the “Data Search” field located under the “Text Input” tab onto your form.
This will launch the Search Data Link menu > Click the OneDrive option located in the Integrations tab.
Next, you’ll see a list of all your OneDrive Excel spreadsheet > Click on the spreadsheet you’d like to search from.
Finally, you’ll have the option of choosing from each of the column titles in that spreadsheet. Select each of the fields that you’d like to be populated with your search results.
App integrations such as the OneDrive integration are only available to Launchcloud Standard or Pro customers. Click here to learn more about the many benefits of upgrading your account!