Ardovo + OneDrive integration
Connect Ardovo to OneDrive so your file storage work and your revenue data stay in one place. Deal documents live in Microsoft 365, linked to the record.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + OneDrive integration keeps deal documents in Microsoft 365 and linked to the CRM. Attach proposals and contracts to a Ardovo record, auto-create a OneDrive or SharePoint folder per deal, and open the latest files from the timeline. Microsoft teams manage documents where they already work.
What flows between Ardovo and OneDrive
Files on the record
Attach and open OneDrive files from a Ardovo deal.
Folder per deal
Auto-create a OneDrive or SharePoint folder per deal.
Microsoft-native
Keep documents in your Microsoft 365 tenant.
Setting up the Ardovo + OneDrive integration
Connect in one click
Open Ardovo Settings, go to Integrations, find OneDrive, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and OneDrive, and set the direction to one-way or two-way.
Map your fields
Match OneDrive fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + OneDrive integration works
Ardovo connects to OneDrive through Microsoft 365 OAuth. Files link to records, folders auto-create per deal, and the latest versions surface on the timeline.
- OneDrive to Ardovo: files and folders linked to records
- Ardovo to OneDrive: folder creation per deal
- Both ways: version and link sync
Frequently asked questions
Does this work with SharePoint too?
Yes. The integration works across OneDrive and SharePoint document libraries in your Microsoft 365 tenant, so deal folders live where your team already stores files.
Do documents stay in our tenant?
Yes. Files remain in Microsoft 365 and link to Ardovo, so governance and data residency stay under your control.
How do I connect OneDrive to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find OneDrive, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.