Microsoft OneDrive Integration

Seamless integration with Microsoft OneDrive for secure file storage

Cloud Storage Manager supports Microsoft OneDrive integration, allowing you to upload files directly to your OneDrive account. This integration uses Microsoft's official OAuth 2.0 authentication and Microsoft Graph API to securely transfer files from your WordPress site to OneDrive.

Requirements

Before configuring the OneDrive integration, make sure that:

• Cloud Storage Manager free and pro both are installed and activated
• You have a Microsoft account (Personal OneDrive or Microsoft 365 / OneDrive for Business)
• Valid API credentials (Client ID and Client Secret) from the Microsoft Azure Portal
• Cron job is running perfectly on your website

Setup Process

Microsoft OneDrive Integration With Fluent Forms via Cloud Storage Manager

This guide will walk you through the complete process of setting up Microsoft OneDrive to work with your Fluent Forms. Follow the step-by-step instructions below to configure OneDrive in Cloud Storage Manager.

Step 1: Create a Microsoft Azure App

To connect OneDrive, you must create an application in Microsoft Azure. This app will handle the OAuth authentication and API access.

Register the Application

1. Go to the Azure Portal
2. Navigate to App registrations from the left sidebar, or search in the search bar for 'app registrations'
3. Click New registration

4. Configure the application with the following values:

   • Name: Cloud Storage Manager – OneDrive
   • Supported account types: Select Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)
   • Redirect URI (Mandatory)*:
     • Platform: Web
     • URL: https://fluentwiz.com/microsoft/

5. Click Register to complete the app creation.

Step 2: Get Client Credentials

After registering the app, you will see the Overview page. Copy the following values:

• Application (Client) ID - This is your unique app identifier

Note: Keep these credentials secure. You will need them in Step 5 to configure Cloud Storage Manager.

Next: Click on Client credentials: Add a certificate or secret at the top right of the Overview page inside the Essentials section.

Step 3: Create Client Secret

The client secret is required for secure authentication. Follow these steps:

1. In your Azure app, open Certificates & secrets from the left sidebar
2. Click New client secret
3. Add a description (for example: Cloud Storage for OneDrive)
4. Select an expiration period (recommended: 6 months for production use)
5. Click Add

⚠️ Important: Copy the Client Secret value immediately. This value will not be shown again once you navigate away from this page. Store it securely along with your Client ID.

Step 4: Configure API Permissions

OneDrive integration requires specific Microsoft Graph API permissions to read and write files.

1. Go to API permissions from the left sidebar
2. Click Add a permission
3. Select Microsoft Graph

4. Choose Delegated permissions

5. Add the following permissions:
   • Files.ReadWrite - Allows reading and writing files to OneDrive
   • offline_access - Enables refresh tokens for long-term access
   • User.Read - Allows reading basic user profile information

Follow the below screenshots for reference for Files.ReadWrite permission:

And then add the other Offline Access permissions in a similar way. Search Offline in the search bar, select offline_access, and click Add permissions.

Next Steps: Check the added permissions list to ensure all required permissions are present and the permission type matches.

6. After adding the permissions, click Grant admin consent if the option is available (required for organizational accounts)

Note: For personal Microsoft accounts, admin consent is not required. The user will grant consent during the connection process.

The Final Step!

Configure Microsoft OneDrive in Cloud Storage Manager

Now that your Azure app is configured, it's time to connect it to Cloud Storage Manager.

1. Return to your Fluent Forms Dashboard, go to Global Settings, and click the Configurations button under the Cloud Storage Manager tab. Now, click on the Microsoft OneDrive card.

2. Click the Configuration Instructions tab to view the steps for integrating instructions for Microsoft OneDrive.

3. Enter the following details from your Azure app:
   • Client ID: Paste the Application (Client) ID from Step 2
   • Client Secret: Paste the Client Secret value from Step 3

4. A popup will appear for Accept to allow Cloud Storage Manager to access your OneDrive account.

5. A new popup will display your access code. Click Copy Code, then paste the code into the Access Code field. Next, click Verify & Continue button to validate your credentials and establish a successful connection to Microsoft OneDrive.

6. Next configure Folder organization and Fluent Forms settings. Follow the steps below:

Step 1:

• Select the Parent Folder where your files will be stored in Microsoft OneDrive.
• Configure the Custom Folder (Pro) using custom naming with dynamic shortcode (click in the right side folder icon to open the dynamic shortcode editor). This custom folder will be created under the selected parent folder in Microsoft OneDrive and used to organize your uploaded files.

Step 2:

• Under Fluent Forms Settings, select which form(s) you want to integrate with Microsoft OneDrive (or tick the Enable for all Fluent Forms checkbox for all forms).
• If you want to delete local files after uploading to Microsoft OneDrive, then tick the Auto-delete local files after uploading to Microsoft OneDrive checkbox.
• If you want to delete file from Microsoft OneDrive when Fluent Forms form entry deleted, then tick the Auto-delete Microsoft OneDrive files on form entry delete checkbox.

7. Finally, click the Save & Active button to complete the setup.

Congratulations! You have successfully integrated Microsoft OneDrive with Fluent Forms via Cloud Storage Manager! Now your uploaded files will be stored in your Microsoft OneDrive account and you can access them from your Cloud Storage Manager.

Having Trouble?

If you need further assistance, please contact our Support Team.

Configuration Options

Custom Folder Naming With ShortCodes (Pro)

Recommended Folder Structure:

{form_title}/{submission.id}

Custom Folder Structure You can personalize your folder structure by using the following dynamic shortcodes:

• {form_title} - Title of the form
• {submission.id} - Submission ID
• {date.Y-m-d} - Current date (Y-m-d)
• {date.Y} - Current year (Y)
• {date.m} - Current month (m)
• {date.d} - Current day (d)
• {user_id} - WordPress user ID (if logged in)

Security & Privacy

Cloud Storage Manager follows security best practices:

• No Password Storage: No Microsoft account passwords are stored
• Secure Token Storage: Tokens are stored securely in WordPress database
• Limited Permissions: Access is limited to the permissions you approved
• User Control: You have full control over your OneDrive data
• HTTPS Required: All communication uses encrypted HTTPS connections

Data Privacy

• Files are stored directly in your OneDrive account
• Cloud Storage Manager only has access to files it uploads
• You can revoke access at any time
• No data is shared with third parties