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ClickRuntime

Import data from OneDrive files into Excel

Import data from OneDrive to Excel automatically: when a CSV, export or form file lands in a OneDrive folder, its rows are added to the right table in your workbook, so the numbers stay current without copy and paste.
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Ideas

What you can do with Microsoft Excel and OneDrive

Files, form entries and statements added to Excel workbooks in OneDrive. These are ready-made starting points. Anything else you can describe works too.
Every 15 minutes

Import new CSV files into an Excel table

When a CSV lands in your OneDrive folder, its rows are added to your Excel table automatically.

See how it works
The moment it happens

Add form responses to an Excel workbook

Every form submission is added as a row in your Excel workbook on OneDrive, with an email so you see it straight away.

See how it works
Every 15 minutes

Save email attachments to OneDrive and log them in Excel

Attachments from your inbox are saved to OneDrive and each one is listed in an Excel log you can filter and search.

See how it works
DailyAI

Match bank statements to open invoices every day

Each day your latest bank statement is matched against open invoices in Excel, paid ones are marked, and you get a list of anything that doesn't match.

See how it works
Every 15 minutes

Combine Excel files from OneDrive into one workbook

Every 15 minutes, rows from new Excel files dropped in a OneDrive folder are added to a table in one master Excel workbook, with the source file name on each row.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Microsoft Excel and OneDrive, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Microsoft Excel and OneDrive automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Microsoft Excel and OneDrive in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

When a CSV lands in my OneDrive Imports folder, add only rows whose order ID is not already in my Orders table, then move the file to Processed.

Every Friday, check my Inventory Excel table on OneDrive and create a Reorder sheet listing items below their minimum stock level.

Use cases

Why people connect Microsoft Excel and OneDrive

How the two apps work together

  • The script checks a OneDrive folder for new files every few minutes, or receives Microsoft Graph change notifications at a trigger link.
  • It reads CSV or Excel files with Python and writes rows to a table in your Excel workbook on OneDrive.
  • It can also copy or move processed files to another folder so the inbox folder stays clean.

  • Analysts build reports from dropped CSVs

    CSV exports dropped in a OneDrive folder are added to an Excel table. The report workbook stays current without copy and paste.

  • Operations combine files from several teams

    Each team's weekly Excel file in OneDrive is read and merged into one master workbook. Managers look at one table.

  • Finance archives monthly snapshots

    On the last day of the month, a copy of the live workbook is saved to an archive folder with the month in the name. Past figures are kept as they were.

  • Small businesses log files into a register

    Every new file in a OneDrive folder is added to an Excel register with name, date and link. Audits have a complete list.

More apps

Microsoft Excel, OneDrive and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Email a summary when the master workbook updates

After new CSV files from OneDrive are added to my Sales Excel table, email me from Outlook the total of new rows and the top 5 customers.

Merged report posted to Teams

Every Monday, merge the team Excel files in my OneDrive Weekly folder into the Master workbook and post a summary in our Teams Ops channel.

Refresh Power BI after Excel updates

When new rows are added to my Excel table from OneDrive files, trigger a refresh of my Power BI dataset that uses that workbook.

Setup

Connect Microsoft Excel and OneDrive once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Microsoft Excel

Spreadsheets

  1. At entra.microsoft.com, open App registrations and create one with the Web redirect URI https://clickruntime.com/oauth/callback, or reuse your existing Microsoft registration.
  2. Under Certificates & secrets, create a client secret and copy the value.
  3. Under API permissions, add Microsoft Graph delegated permissions Files.ReadWrite and offline_access, plus admin consent if your organisation requires it.
  4. In the ClickRuntime dashboard, open Connections, choose Microsoft Excel and enter the Tenant ID, Client ID and client secret.

OneDrive

File storage

  1. At entra.microsoft.com, open App registrations and create a registration with the Web redirect URI https://clickruntime.com/oauth/callback, or reuse the one you made for Outlook.
  2. Under Certificates & secrets, create a client secret and copy its value.
  3. Under API permissions, add Microsoft Graph delegated permissions Files.ReadWrite.All and offline_access, and grant admin consent if your organisation asks for it.
  4. In the ClickRuntime dashboard, open Connections, choose OneDrive and enter the Tenant ID, Client ID and client secret.

FAQ

Questions about connecting Microsoft Excel and OneDrive

Does the workbook need a table?
Yes. Format your data as an Excel table (Insert, then Table) so new rows land in the right columns and formulas and filters extend with them.
Can people keep working in the workbook while it updates?
Yes. Rows are added through Excel Online, so it works while others have the file open.
Does it work with files in SharePoint too?
Yes. A workbook in a SharePoint document library works the same way as one in OneDrive.
What happens to the original files?
They stay where they are unless you ask for them to be moved to a processed folder once read.
Can it handle large files?
Yes, within the run time and memory limits of a script run. Very large files may be better split or processed in chunks.
Does it work with files in SharePoint document libraries?
Yes. Workbooks in SharePoint can be read and written through Microsoft Graph in the same way.
Can it create new workbooks?
Yes. The script can create new Excel files in OneDrive and add sheets and tables to them.

Related pages

Keep exploring

Tell your assistant what Microsoft Excel and OneDrive should do together

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