Export to OneDrive
Connect OneDrive with a Microsoft account and upload original invoice PDFs into a folder you pick.
Export to OneDrive
Admin+The OneDrive export uploads the original PDF of each document into a folder in your OneDrive. Connecting OneDrive is an admin or owner action. Once it is connected, anyone with the member role and above can run an export.
Connect OneDrive
Open Integrations
In the dashboard, open Settings, then the Integrations tab.
Connect OneDrive
Find the OneDrive card and click Connect. You go to Microsoft's sign-in screen.
Sign in with Microsoft
Sign in with your Microsoft account and approve the access. Microsoft sends you back to the Integrations tab.
Pick a folder
Choose an existing OneDrive folder, or create one from the same screen, to receive your exported files.
Export a document
Open Documents and find the document you want. Open its row menu and click Export to OneDrive. The original PDF uploads to the folder you picked.
To export several at once, select the documents in Documents and click OneDrive in the batch bar.
File naming
Each uploaded file uses the same naming as Google Drive: the vendor, the document number, and the issue date, in the form {vendor} - {number} - {date}.pdf.
If a document has no number or date, Inbox Ledger drops that part and keeps the rest.
Automatic export
If you turn on the OneDrive target as an auto-export, every new document uploads on its own as it is captured. A manual export you run by hand does not retry on failure. If one fails, run it again from the document.
Related
Exports overview
Compare every export target.
Export to Google Drive
Same file naming, into Google Drive.
Export failed
Fix a stalled or rejected export.
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