Overview

Import static (CRM) or time series (Metrics) data from dedicated Microsoft OneDrive folders on a fixed cadence.

How it works

Planhat will fetch and import standard import files (.csv or .xslx) from selected folders in Microsoft OneDrive at a chosen frequency ranging from once every 5 minutes, to once every week.

Configure

Authorized Planhat users can connect their Microsoft OneDrive instance to Planhat from the Integrate tab. For a step-by-step guide, see our Help Center. Note that you will need to have the requisite access permissions in Microsoft OneDrive to initiate the connection.