OneDrive & SharePoint Data Source

Propel can automatically import and sync your property listings from Excel files stored in OneDrive or SharePoint. Once connected, Propel automatically extracts property information, keeps it up to date, and uses it to provide accurate responses to prospects.

Overview

OneDrive and SharePoint data sources allow you to:

• Import property listings from Excel files automatically
• Keep listings synchronized with your Excel files
• Extract property details including addresses, pricing, availability, amenities, and more
• Support multiple worksheets from a single spreadsheet
• Map custom fields to match your spreadsheet structure
• Enable auto-sync to keep data current automatically

Works for All Use Cases:

• Property Management: Import rental listings with availability, pricing, and amenities
• Real Estate: Import properties for sale with listing details, pricing, and features
• Short-Term Rentals: Import rental properties with calendar availability and pricing
• Commercial Real Estate: Import commercial properties with complex details and specifications

Prerequisites

Before connecting a OneDrive or SharePoint data source, you need:

1. Microsoft account connected: Your Microsoft account must be connected to Propel
   • See Microsoft Platform Integration for setup instructions
2. Excel file: An Excel file (.xlsx or .xls) with your property listings stored in OneDrive or SharePoint
3. Proper format: Spreadsheet should have headers in the first row and property data in subsequent rows
4. File access: The Excel file must be accessible to the Microsoft account connected to Propel

Step-by-Step Setup

Step 1: Navigate to Data Sources

1. Log in to your Propel account
2. Select your organization from the dashboard
3. Go to Settings > Data Sources

You'll see a list of connected data sources (if any) and an option to add a new one.

Step 2: Add a New Data Source

1. Click "Add Data Source" or "Connect Data Source"
2. Select OneDrive or SharePoint as your cloud storage provider
3. If you have multiple Microsoft accounts connected, select the account that has access to your property spreadsheet

Step 3: Browse and Select Your Excel File

1. Browse your files - Propel will show Excel files from your selected OneDrive or SharePoint account
2. Search for your file - Use the search bar to find your property spreadsheet
3. Select the file - Click on the Excel file you want to connect
4. Confirm selection - Review the file name and click to proceed

Supported File Types:

• Excel files (.xlsx, .xls) stored in OneDrive or SharePoint

Step 4: Configure Your Data Source

After selecting your file, you'll configure how Propel reads it:

1. File Name: Review the file name (you can rename it in Propel for easier identification)
2. Header Row: Specify which row contains your column headers (usually row 1)
3. Worksheets: Select which worksheets to import (if your spreadsheet has multiple sheets)
4. Save Configuration: Click to save and proceed to field mapping

Step 5: Map Your Fields

Propel needs to understand which columns in your spreadsheet correspond to property fields:

1. Review Detected Columns: Propel will show all columns from your spreadsheet
2. Map Standard Fields: Map columns to standard Propel fields like:
   • Address
   • Property Name
   • Price/Rent
   • Bedrooms
   • Bathrooms
   • Square Footage
   • Availability Date
   • Amenities
   • Description
3. Map Custom Fields: If you have custom columns, you can map them to custom fields
4. Preview Data: Review a preview of how your data will be imported
5. Save Mappings: Click to save your field mappings

Step 6: Enable Auto-Sync (Optional)

After mapping fields, you can enable automatic synchronization:

1. Enable Auto-Sync: Toggle auto-sync on to keep your listings updated automatically
2. Sync Frequency: Auto-sync runs periodically to check for changes in your Excel file
3. Manual Sync: You can also sync manually at any time from the Data Sources page

Step 7: Review Imported Listings

After configuration, Propel will import your listings:

1. Go to Listings: Navigate to Listings in Propel
2. Review Imported Properties: Check that all properties were imported correctly
3. Verify Data: Ensure property details, pricing, and availability are accurate
4. Make Adjustments: Edit any listings that need corrections

OneDrive vs SharePoint

Propel supports both OneDrive and SharePoint for Excel file storage:

OneDrive

• Personal Storage: Your personal OneDrive storage
• File Access: Files stored in your OneDrive account
• Use Case: If you store property listings in your personal OneDrive

SharePoint

• Team/Organization Storage: SharePoint sites and document libraries
• File Access: Files stored in SharePoint sites you have access to
• Use Case: If you store property listings in a SharePoint site or document library
• Work/School Accounts: Typically available with Microsoft 365 work or school accounts

Both OneDrive and SharePoint work the same way in Propel - you can connect Excel files from either location.

How Auto-Sync Works

Auto-sync keeps your property listings up to date automatically by periodically checking your Excel file for changes.

1. Periodic Checks: Propel checks your Excel file for changes on a regular schedule
2. Change Detection: Detects new properties, updated information, and removed properties
3. Automatic Updates: Updates your listings in Propel automatically
4. Sync History: Tracks sync history so you can see when data was last updated

Managing Your OneDrive/SharePoint Data Source

Viewing Connected Data Sources

1. Go to Settings > Data Sources: See all connected data sources
2. View Details: See file name, provider, last sync time, and status
3. Edit Configuration: Update field mappings or settings
4. Sync Status: Check if auto-sync is enabled and when last sync occurred

Editing Data Source Configuration

You can update your data source configuration:

1. Select Data Source: Click on the data source you want to edit
2. Update Mappings: Change field mappings if your spreadsheet structure changed
3. Enable/Disable Worksheets: Add or remove worksheets from import
4. Update Settings: Change auto-sync settings or other options
5. Save Changes: Save your updated configuration

Manual Sync

You can sync manually at any time:

1. Go to Data Sources: Navigate to Settings > Data Sources
2. Select Data Source: Click on the data source you want to sync
3. Click Sync: Click the "Sync Now" button
4. Wait for Completion: Propel will sync your data and show a completion message

Disconnecting a Data Source

To disconnect a OneDrive or SharePoint data source:

1. Go to Settings > Data Sources: Navigate to your data sources
2. Select Data Source: Click on the data source you want to disconnect
3. Disconnect: Click "Disconnect" or "Remove"
4. Confirm: Confirm that you want to disconnect

Note: Disconnecting a data source will not delete your imported listings, but it will stop automatic synchronization. You can always reconnect the data source later.

Excel File Format Requirements

For best results, your Excel file should follow these guidelines:

Header Row

• First Row: Column headers should be in the first row
• Clear Headers: Use clear, descriptive column names
• No Merged Cells: Avoid merged cells in the header row

Data Format

• Consistent Format: Keep data formats consistent (e.g., dates, prices)
• No Empty Rows: Avoid empty rows between data
• Complete Information: Include as much property information as possible

Required Information

At minimum, your spreadsheet should include:

• Property Identifier: Address, unit number, or listing ID
• Pricing: Rent or sale price
• Basic Details: Bedrooms, bathrooms, or property type

Recommended Information

For best results, also include:

• Full Address: Street, city, state, zip code
• Availability: When the property is available
• Amenities: List of amenities
• Description: Property description
• Photos: Links to property photos

Troubleshooting

Data Source Not Connecting

If you can't connect your OneDrive or SharePoint data source:

Possible causes:

• Microsoft account not connected
• File not accessible
• Permissions not granted

Solutions:

1. Verify your Microsoft account is connected in Settings > Integrations
2. Check that you have access to the file in OneDrive or SharePoint
3. Ensure Propel has permission to access your files (granted during Microsoft account connection)
4. Try re-authenticating your Microsoft account
5. For SharePoint files, verify you have access to the SharePoint site

Listings Not Importing

If listings aren't being imported:

Possible causes:

• Field mappings incorrect
• Spreadsheet format issues
• Header row not detected

Solutions:

1. Review your field mappings to ensure columns are mapped correctly
2. Check that your header row is in the correct position
3. Verify your spreadsheet format matches requirements
4. Preview your data source to see how Propel is reading your file
5. Contact support if issues persist

Auto-Sync Not Working

If auto-sync isn't updating your listings:

Possible causes:

• Auto-sync not enabled
• Sync errors
• File access issues

Solutions:

1. Verify auto-sync is enabled for your data source
2. Check sync status and error messages
3. Try a manual sync to test connectivity
4. Verify file access permissions
5. Check that your file hasn't been moved or deleted
6. For SharePoint files, verify site access hasn't changed

Best Practices

Organize Your Excel File

• Clear Headers: Use descriptive column headers
• Consistent Format: Keep data formats consistent
• Complete Data: Include as much property information as possible
• Regular Updates: Keep your spreadsheet up to date

Use Standard Fields

• Map to Standard Fields: Use Propel's standard fields when possible
• Custom Fields Sparingly: Only use custom fields when necessary
• Clear Naming: Use clear, descriptive names for custom fields

Enable Auto-Sync

• Keep Data Current: Enable auto-sync to keep listings updated automatically
• Regular Manual Syncs: Perform manual syncs after major spreadsheet updates
• Monitor Sync Status: Check sync status regularly to ensure it's working

Related Documentation

• Microsoft Platform Integration - Connecting your Microsoft account
• Data Sources Overview - General data source information
• Managing Listings - How to manage imported listings
• Google Drive Data Source - If you use Google instead of Microsoft

Need Help?

If you have questions about OneDrive or SharePoint data sources:

• Support Email: partners@propelhq.io
• Documentation: Browse our complete documentation for more guides
• Import Issues: If you're experiencing issues importing listings, include details about your spreadsheet format and any error messages when contacting support