This integration cannot be used in conjunction with OneDrive Premium Document Management.
The OneDrive Document Linking integration allows you to link OneDrive documents in GivingData records. GivingData Document Management and Linking Options Overview contains more details about document linking and the various document management options.
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1: Client Instructions
In this phase, you will create a GivingData application registration in Microsoft Entra ID for your GivingData Production site and Staging site (if applicable).
Once this is done, the same application registration details can be used for all other available GivingData integrations with Microsoft. This includes the Azure SSO integration and GivingData Outlook Add-In.
Specific permissions and manifest details vary based on the integrations you plan to set up. Refer to the article linked below for instructions.
If you are adding this integration at a later time, refer to each section in the article linked below and edit your existing application registration accordingly.
Complete the steps outlined in Create a GivingData Application Registration in Microsoft Entra ID.
✅ Create a GivingData application registration for your GivingData Production site and Staging site (if applicable). Refer to the note above: this does not need to be repeated if already completed for another GivingData integration.
- Provide the following information to your GivingData contact:
Tenant Domain
Production Application ID
Staging Application ID (if applicable)
In addition, your GivingData contact will need the URL for your organization's SharePoint site to configure document linking.
✅ Provide your organization's SharePoint URL (e.g. https://givingdata-my.sharepoint.com) to your GivingData contact.
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 2: GivingData Instructions
This phase is completed by your GivingData contact.
Complete the steps outlined in Document Linking Setup: Internal Guide. Main steps for this phase include:
✅ Update the Link Documents From File Storage Services fields in Client & Feature Configuration for the client's site.
Phase 3: Client Instructions
In this phase, you will review a resource for using the integration.
✅ Review Document Linking with Google Drive, Dropbox, and OneDrive to learn how to use the integration now that it is set up.