Article Summary
Integrate your OneDrive account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.
Estimated Time
5 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to OneDrive account with appropriate permissions
Microsoft admin approval (may be required for some organizations)
Understanding of which OneDrive folders contain relevant content
Step-by-Step Instructions
Step 1: Create OneDrive Connection
When importing content from OneDrive, you provide AutoRFP access to your OneDrive account. Each OneDrive account you add is a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select OneDrive. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Click Create Connection.
Step 2: Accept Permissions
You will be redirected to grant necessary permissions. AutoRFP requires two sets of permissions:
Authentication Permission: To authenticate your account.
OneDrive File Picker Permission: To access and select files from your OneDrive.
Review the requested permissions.
Click Accept or Approve for both permission sets.
Step 3: Choose Content to Import
After accepting permissions, the OneDrive file picker opens.
Navigate through your OneDrive folder structure.
Select the files or folders you would like to sync.
Click Select to confirm your selection.
Step 4: Navigate Back to AutoRFP
You will be automatically redirected back to AutoRFP.
Wait for import confirmation.
You will see a green confirmation message when the import is successful.
Click Continue to proceed.
Step 5: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
💡 Tips & Best Practices
Check with Microsoft admin if approval is required for your organization
Document which OneDrive folders contain relevant content for import
Review OneDrive folder structure before importing
Plan folder selection for easy management
✋🏼 Common Mistakes to Avoid
Not waiting for sync to complete before importing additional content
Not obtaining Microsoft admin approval when required - may prevent integration
Selecting too much content during initial import
Forgetting that imported content cannot have editable snippets - use manual import for editable content needs
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en