Add OneDrive Account

OneDrive Setup

These steps need to be completed within the Azure portal to register an application and obtain the credentials PlaidCloud needs to access OneDrive.

Register an Application in Azure

1. Sign in to the Azure portal and navigate to Microsoft Entra ID.
2. In the left sidebar, select App registrations.
3. Click + New registration.
4. Enter a name for the application (e.g., PlaidCloud).
5. Under Supported account types, select the option that matches your organization:
   • Accounts in this organizational directory only — for a single-tenant setup (most common)
   • Accounts in any organizational directory — for multi-tenant access
6. Leave the Redirect URI blank.
7. Click Register.

Copy the Client ID and Tenant ID

After registration, you will land on the application overview page.

1. Copy the Application (client) ID — this is your Client ID. Save it for the PlaidCloud Document setup below.
2. Copy the Directory (tenant) ID — this is your Tenant ID. Save it as well.

Both values are displayed on the application overview page immediately after registration.

Create a Client Secret

1. In the left sidebar, select Certificates & secrets under Manage.
2. Click + New client secret.
3. Enter a description (e.g., PlaidCloud) and choose an expiration period.
4. Click Add.
5. Copy the Value of the newly created secret immediately — this is your Client Secret. It will not be shown again after you leave this page.

Grant API Permissions

1. In the left sidebar, select API permissions under Manage.
2. Click + Add a permission.
3. Select Microsoft Graph.
4. Select Delegated permissions or Application permissions depending on your access model:
   • Use Application permissions for unattended/service access (most common for PlaidCloud Document)
5. Search for and select the following permissions:
   • Files.Read.All — to read files and folders
   • Files.ReadWrite.All — if PlaidCloud Document needs to write files
   • Sites.Read.All — if accessing SharePoint-backed OneDrive for Business libraries
6. Click Add permissions.
7. Click Grant admin consent for [your organization] and confirm.

Find the OneDrive Drive Path (Start Path)

The Start Path in PlaidCloud Document controls which folder in OneDrive is used as the root for the account. To find the correct path:

1. Open OneDrive or your organization's SharePoint-based OneDrive for Business in a browser.
2. Navigate to the folder you want to use as the root for this PlaidCloud Document account.
3. The path shown in the browser's address bar or the folder breadcrumb reflects the folder hierarchy within OneDrive.
4. Use the relative path from the root of the drive as the Start Path — for example, /Documents/Finance or /Shared/Data.

You should now have everything you need to add your OneDrive account to PlaidCloud Document.

PlaidCloud Document Setup

1. Sign into PlaidCloud
2. Select the workspace that the new Document account will reside
3. Go to Document > Manage Accounts
4. Select the + New Account button
5. Select OneDrive as the Service Type
6. Fill in a name and description
7. Enter the folder path identified above into the Start Path field, or leave it blank to use the root of the drive
8. Select an appropriate Security Model for your use case. Leave it Private if unsure.
9. Paste the Client ID copied from the Azure app registration into the Public Key/User text field under Auth Credentials
10. Paste the Client Secret copied from the Azure app registration into the Private Key/Password text field under Auth Credentials
11. Paste the Tenant ID copied from the Azure app registration into the Tenant ID field under Auth Credentials
12. Select the Save button and your new Document account is live