Creating a One Drive Source

On the Conversionomics homepage, you will see a screen with all of your projects; select the project name you will be working on. If you need to create a new project, select the orange button that says "New Project" and follow the instructions 

Once you select the project you want to work on, you will see a similar screen as shown below. Select the orange button that says " + New Source"

After selecting the orange button that says " + New Source"

Input the "Source Name" and select "One Drive" for the type, then click "CONTINUE" once complete.

You will then be redirected to the source configuration screen.

From here, you must choose the Connection that will link the source to the One Drive API.

In this section, you must first set the Directory path where the reports you wish to access are located.

The next dropdown displays all of the available reports within the folder.

Encoding allows you to determine how you want Conversionomics to read the file.

Optionally, you can set a field within the report to act as a date field. If you decide to select a field, then you must set a matching date format. This will ensure that the field is parsed to the correct data type DATE.

Once the configuration is complete, press save and the source will be ready to run.

Additional Information can be found within the official One Drive Documentation

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