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. Add the following permissions, selecting the type indicated for each:
   • Directory.ReadWrite.All (Application) — Read and write directory data
   • Files.Read.All (Application) — Read files in all site collections
   • Files.ReadWrite.All (Application) — Read and write files in all site collections
   • Sites.ReadWrite.All (Application) — Read and write items in all site collections
   • User.Read (Delegated) — Sign in and read user profile
   • User.Read.All (Application) — Read all users' full profiles
5. Click Add permissions.
6. Click Grant admin consent for [your organization] and confirm.

Find the OneDrive Drive Path (Start Path)

The Start Path in PlaidCloud Document controls which drive or folder in OneDrive is used as the root for the account.

In the most common scenario, the registered application has access to multiple drives or SharePoint sites. In this case the Start Path must begin with the name of the drive or site. For most OneDrive for Business accounts this is simply:

Documents

To target a specific subfolder within that drive, append the folder path:

Documents/Finance
Documents/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