Automating File Operations Using OneDrive instead of Shared Server in Uipath

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1

Hello Everyone,

Currently, in our UiPath process we are using a common/Shared server path (e.g \ServerName\Folder) to read and write files.

Now we have a new rquirement where files are stored in OneDrivwe instead of common server.
we want to automate the same process using OneDrive as the source and destination .

Could you please suggest:

  1. The best approach to access OneDrive files in UiPath?
  2. Should we used microsoft Graph API,Integration Service or OneDrive Activities?
  3. How to handle authentication securely (Service Account or app registration)?
  4. Any limitations or best practices while using OneDrive in unattended bots?

We are using UiPath studio with windows compatibility and orchestrator.

Any guidance or sample workflow would be really helpful.

Thanks in advanced.

2

Hi @zaid.ahmad

Try this Approach:

Use UiPath Integration Service with the Microsoft 365 connector. Authenticate using a dedicated service account, work with files via download–process–upload using Microsoft 365 activities, avoid local OneDrive sync folders, prefer SharePoint-backed locations, and add retry logic to handle API throttling.

3

Hi @zaid.ahmad

The best way to work with OneDrive in UiPath is to use UiPath Integration Service with Microsoft 365 (OneDrive) activities and Use a dedicated service account for authentication and store credentials in Orchestrator Assets. Download files from OneDrive, process them locally, and upload them back using Microsoft 365 activities.

Or you try with Microsoft Graph also but it mainly used for advanced scenarios, but it requires manual token handling. Avoid using local OneDrive sync folders, as they are not reliable for unattended bots.

Hope it help

4

Hi @zaid.ahmad ,

Best is to use UiPath Integration Service – Microsoft OneDrive / Microsoft 365 connector as it runs on Microsoft Graph in the background and is much more reliable than syncing OneDrive locally
You can use Microsoft 365 / OneDrive activities inside a Microsoft 365 Scope

  • Easy to download, upload, move, or delete files directly in OneDrive

Auth setup (important part)

  • Azure AD App Registration (OAuth)
  • Client ID + Secret or Certificate
  • Keep permissions minimal (Files.Read / Files.ReadWrite)
  • Store secrets in Orchestrator Assets or Key Vault (no hardcoding)

Integration Service - Microsoft OneDrive & SharePoint authentication

Integration Service - About the Microsoft OneDrive & SharePoint connector

  1. Setup Integration Service connection (OneDrive & SharePoint) in Orchestrator.
  2. In UiPath Studio, add ‘Microsoft 365 Scope’ referencing this connection.
  3. Use activities such as:
    :round_pushpin: Find Files and Folders
    :round_pushpin: Download File
    :round_pushpin: Process Locally (if needed)
    :round_pushpin: Upload File
    :round_pushpin: Delete/Rename as required
  4. Error handling & retry logic for API throttling.
  5. Log operations to Orchestrator logs/Assets.
5

@zaid.ahmad

o365 integration services is the best way and the recommended way

for authetication you have multiple options but for unattended application scope with app registration would be best way.you security/IT can help with aapproach there are multiple supported ones

for details check here Activities - About the Microsoft 365 activities package

cheers