More and more often, we have seen our clients use OneDrive as a source for storing their files. Our customers have been asking whether or not 360 Sync can move files between OneDrive and other document management solutions. This blog is going to show you exactly how to do that.
Connecting to OneDrive
In order for 360 Sync to work with OneDrive, you’re going to need to install the OneDrive desktop app so your computer can connect to OneDrive. (Download it here: https://www.microsoft.com/en-us/microsoft-365/onedrive/download.)
Next, you will want to decide where and how you want data to flow. Maybe you want to move files from BIM 360 or Procore to OneDrive; or maybe you want to move your files from OneDrive to your server or Viewpoint or BIM 360. Choose the data source that you want to connect to, put in your email and password credentials, and then save them into 360 Sync. Don’t worry – 360 Sync saves and encrypts these securely.
Create a Configuration to/from OneDrive
Once you’ve saved your username and password, it’s really easy to connect OneDrive to any other source. Click “Add” or “Add Sync” (depending on what version of 360 Sync you’re running), and then name your configuration. We suggest naming your configuration after the project you’re trying to sync.
You’ll want to choose your source and destination – where do you want data to come from, and where do you want it to go? Keep in mind that if you want to connect to OneDrive, you will want to select Windows as your source or destination, because OneDrive actually leverages Windows via the OneDrive Desktop app. Reference the image above – in this example we are going to take files from OneDrive (via Windows) to BIM 360.
From there, you just select what folders you want to move, where you want them to go, and then save. When connecting to OneDrive, you’ll want to navigate to your desktop and then find the OneDrive icon (it looks like a cloud). From there, you can select the folder or subfolders that you want to sync. Reference the image below:
You can create a launch shortcut and double-click the shortcut button on your desktop to move files on demand at any time. Or choose to run your configuration on a schedule and fully automate the transfer of files.
So that’s it. It’s simple. And if you ever get stuck, just watch the video at the beginning of this article, which shows you how to quickly and easily sync files between OneDrive and many other data sources.
Not using 360 Sync yet?
Contact Applied Software today to talk to an expert about 360 Sync and sign up for a demo. You’ll see how using 360 Sync with document repositories can help you save time and better manage your data between your server and other point solutions. Thanks to customer input, new integrations, features and enhancements to 360 Sync are released regularly. Demo and setup are quick and straightforward, and more good news . . . it takes 30 minutes or less to implement 360 Sync within your company.