SharePoint and OneDrive Sync User Setup | Axero Documentation

Introduction

This guide explains how to connect your personal Microsoft SharePoint and Microsoft OneDrive accounts to Axero, enabling seamless access to your Microsoft 365 files directly within your Axero platform.

The connection process takes approximately 5 minutes and allows you to access, upload, and manage files from SharePoint and OneDrive without leaving Axero. After connecting, your files sync automatically between both platforms.

Before following this guide, your administrator must complete the SharePoint and OneDrive Administrator Setup.

Overview

• Introduction
• Prerequisites
• Connection Methods
• Connecting to SharePoint
• Connecting to OneDrive
• Managing Your Files
• Sync Features
• Disconnecting External Drives
• Troubleshooting
• Additional Resources
• Support and Feedback

Prerequisites

Before you can connect to SharePoint or OneDrive, ensure:

• Your administrator has completed the SharePoint and OneDrive Administrator Setup
• You have a valid Microsoft 365 account with access to SharePoint or OneDrive
• You have appropriate permissions to the SharePoint sites you want to access

For a video walkthrough, see SharePoint and OneDrive Connection Setup.

Connection Methods

You can connect to SharePoint and OneDrive through two different methods:

• Browse > Files: Access external drives at the platform or space level
• My Content > My Files: Connect to your personal SharePoint and OneDrive accounts

Connecting to SharePoint

Method 1: Through Browse > Files

1. Navigate to Browse > Files in your Axero platform.
   
2. Look for available SharePoint drives configured by your administrator.
3. Select the SharePoint drive you want to access.
   

If no SharePoint drives are listed, your administrator may not have configured platform-level connections. Contact your administrator or use Method 2 to connect your personal account.

Method 2: Through My Files (Personal Connection)

If your administrator has enabled personal connections, you can connect your own SharePoint account:

1. Select your profile picture in the navigation header, then select Activity Stream.
   
2. Under My Content on the left sidebar, select Files.
   
3. Select Add External Drives.
4. Select SharePoint as the drive type.
   
5. Enter a Display Name that describes this drive (e.g., "Marketing SharePoint").
6. Under Connected Account, select the account set up by your administrator.
7. Configure your SharePoint site connection:
   • Method 1: Select the folder icon to load available SharePoint sites, then select your desired site from the dropdown menu
   • Method 2: Paste the SharePoint site URL directly and select the refresh icon to validate the connection
8. Under Drives, select the document library you want to sync (e.g., "Documents").
9. Select Save Settings.

After saving, your SharePoint drive appears in My Files. Files sync automatically on the next sync cycle. To sync immediately, select the gear icon to open the drive settings and select Sync Now.

Connecting to OneDrive

OneDrive connections follow the same process as SharePoint connections. The main difference is selecting OneDrive instead of SharePoint when adding an external drive.

Managing Your Files

Once connected, you can perform the following actions with your SharePoint and OneDrive files:

Viewing Files

• Browse folders and subfolders
• View file details, including size, modified date, and author
• Preview supported file types directly in Axero

Uploading Files

• Drag and drop files directly into SharePoint or OneDrive folders
• Use the upload button to select files from your computer
• Files are immediately uploaded to Microsoft 365 and appear in both platforms

Downloading Files

• Select any file to open a preview or download it to your computer
• Select multiple files for batch download where supported

Sync Features

Understanding how file synchronization works helps you make the most of the SharePoint and OneDrive integration.

Automatic Sync

Files automatically sync on a recurring schedule. Only files that have changed or been added since the last sync are updated, ensuring efficient performance.

Manual Sync

You can trigger a manual sync at any time to immediately update files:

1. Navigate to your connected SharePoint or OneDrive drive.
2. Locate the options menu to the right of the selected drive.
   
3. Select the sync button to start an immediate synchronization.
   

The sync updates only files that have been modified since the last sync.

Sync Performance

• Initial sync: May take longer when connecting to drives with many files
• Incremental sync: Subsequent syncs are faster as only changed files are processed
• Large files: Files up to 250 MB upload directly. Larger files use chunked upload and can be up to 250 GB, subject to your organization's tenant policy.
• Bulk operations: Sync duration increases when many files are added simultaneously

File Metadata Sync

The following metadata is synchronized between Axero and Microsoft 365:

• Created By maps to Created (author information)
• Modified By maps to Updated (last editor information)
• Creation and modification dates
• File size and type

Disconnecting External Drives

If you need to disconnect a SharePoint or OneDrive connection:

1. Navigate to the connected drive in My Files or Browse > Files.
2. Select the options menu for the drive.
   
3. Select Disconnect.
   

Troubleshooting

Connection Issues

"Unable to connect" error

Verify you have access to the SharePoint site or OneDrive account you are trying to connect.

"Integration not available" error

Contact your administrator to confirm the SharePoint and OneDrive integration is properly configured.

"Authentication failed" error

Sign out of Microsoft 365 in your browser, sign back in, then retry the connection.

File Sync Issues

Files not appearing

Wait for the next automatic sync or trigger a manual sync from the drive view.

Upload failures

Verify that file names do not contain unsupported characters (e.g., #, %, &). Files up to 250 MB upload directly. Larger files use chunked upload and can be up to 250 GB, subject to your organization's tenant policy.

Permission errors

Verify you have edit permissions to the SharePoint document library or OneDrive folder.

Performance Issues

Slow sync

Large numbers of files or folders with many subfolders may take longer to sync initially.

Timeout errors

Try syncing smaller batches of files or contact your administrator about file size limits.

Additional Resources

• SharePoint and OneDrive Administrator Setup - Setup guide for administrators
• Microsoft SharePoint Help
• Microsoft OneDrive Help

Support and Feedback

We are always working to improve our documentation. If you encounter an issue not covered here, or if a step could be clearer, let us know through a Support Case so we can help you and improve this guide for everyone.