Files
Plan from your OneDrive workbook.
Yes. Download the workbook from OneDrive or SharePoint as .xlsx or .csv, upload it, and its products, stock, sales history and supplier terms plan like any other file, with the same column review. Each new upload refreshes the plan, and direct watching is on the way.
OneDrive & SharePoint
PlannedUpload a workbook exported from OneDrive or SharePoint and it plans like any other file. Direct watching on the way.
What to expect before you connect
Availability reviewed October 2, 2026
- Brings in
- Products, stock, sales history and supplier terms from a workbook you export out of OneDrive or SharePoint.
- Sends back
- Nothing to OneDrive or SharePoint.
- Update cadence
- Each upload refreshes the plan.
- Before you connect
- Download the workbook from OneDrive or SharePoint as .xlsx or .csv.
- First useful outcome
- Upload your OneDrive workbook and plan from it today, with direct watching on the way.
- Important limit
- Direct OneDrive and SharePoint watching is planned; until then, the workbook comes in by upload.
The problem
The master product list lives in a SharePoint workbook that three people edit, and the plan is only as current as the last time someone exported it.
What it does
Imports products, stock, sales history and supplier terms from an .xlsx or .csv exported out of OneDrive or SharePoint, with the same column review as any upload.
What it does not
Direct OneDrive and SharePoint watching is planned and on the way. Until then, your workbook comes in by upload.
See the plan before connecting anything.
The sample workspace uses realistic data and makes no external changes.