OneDrive Integration

OneDrive Files. Without the Tab Switching.

Connect OneDrive once and your whole team can browse, attach, and upload files without leaving Wizard Application. Signed in with Microsoft, files stay in OneDrive and nothing is duplicated.

Wizard Application
Live connection
OneDrive
Two-Way Browse and Upload
No Copies Files Stay in OneDrive
Professional & Enterprise
What You Can Do

Your OneDrive. Fully in Reach.

Everything you would expect from OneDrive, available right where you manage files in Wizard Application.

Browse Your Whole OneDrive Step through your folders and files live, including items shared with you.
Attach Files Anywhere OneDrive is a source in the file picker across records, documents, and the media library.
Upload Straight to OneDrive Send files from Wizard Application into OneDrive without switching apps.
Create and Organize Folders Make folders and tidy things up from inside Wizard Application as you work.
Files Stay in OneDrive Wizard Application keeps a secure reference, never a copy, so OneDrive stays the single source of truth.
Fast Previews and Downloads Files open quickly through secure, time-limited Microsoft download links.
Browse and Attach

OneDrive. Right in the Picker.

Whenever you attach a file, OneDrive sits alongside your media library as a source. Browse folders, see the connected Microsoft account, and pick the file you need without opening a new tab.

  • A Source Everywhere OneDrive appears in the same picker you already use across records, documents, and the media library.
  • Full Folder Browsing Move through folders and shared items live, exactly as they sit in OneDrive.
  • See the Microsoft Account The connected account and storage in use stay in view, so everyone knows where files come from.
Attach from OneDrive
Media Library OneDrive OneDrive
Proposals
Client Files
Statement of Work.docx
Budget 2026.xlsx
No Duplicates

We Link. We Never Copy.

Attaching a file stores a secure reference to it, not a second copy. Your documents stay in OneDrive, and Wizard Application always shows the current version.

Statement of Work.docx OneDrive OneDrive
Linked
A reference, not a copy
Always the latest version
Lighter Wizard storage
Works Both Ways

Pull In. Push Out.

Files move in both directions between OneDrive and Wizard Application, all within your permissions.

From OneDrive
  • Browse folders and shared files
  • Attach files to any record
  • Preview and download in place
To OneDrive
  • Upload files from Wizard Application
  • Create new folders
  • Keep everything tidy as you go
Getting Started

Connected in Three Steps.

1

Sign In with Microsoft

An admin connects your team's OneDrive once using Microsoft sign-in.

2

Open the Picker

OneDrive appears as a source wherever files are attached across the platform.

3

Pick or Upload

Browse and attach files, or upload from Wizard Application straight into OneDrive.

Secure by Design

Microsoft Sign-In Connects through the Microsoft identity platform with OAuth 2.0. Your password is never shared.
Encrypted Tokens Access and refresh tokens are encrypted at rest and refreshed automatically.
Permission Aware What each person can browse, upload, or delete follows their media library permissions.

Available on Professional and Enterprise

The OneDrive integration is included on the Professional and Enterprise plans.

View Plans

Need an integration we have not built yet?

Tell us which tools you use and we will factor it into the roadmap.

Request an Integration
FAQ

Frequently Asked Questions

An admin connects once from your integration settings using Microsoft sign-in. The connection is shared, so the whole team can use it wherever files are attached.

Yes. The integration works with both OneDrive Personal and the OneDrive that comes with a Microsoft work or school account.

No. Wizard Application stores a secure reference to each file, so your documents stay in OneDrive and always show the latest version. Previews and downloads are served on demand.

Yes. As well as browsing and picking files, you can upload from Wizard Application straight into OneDrive and create folders, subject to your media library permissions.

The OneDrive integration is included on the Professional and Enterprise plans.