OneDrive is a service for data storage and synchronization, created and managed by Microsoft. OneDrive allows for documents to be stored in the cloud and files to be shared.
Important: the connection between BestInvoicing and OneDrive works in one direction. Documents can be sent and updated from BestInvoicing to OneDrive, but not the other way around.
Activate the Connection with OneDrive
Navigate to the top right corner in BestInvoicing anc click your email address
Select 'Apps and Integrations'
Select 'Advanced Settings'
Go to 'Sync and backup with OneDrive' and click the green button 'Activate' to the right
In order to start synchronization, you have to enter the data from your own OneDrive. Click the yellow button 'Configure' to do so. You will now be directed to a page where you can add one or more OneDrives.
At the top right, you'll see a green button '+ Add OneDrive'
Name this OneDrive (e.g. Company Name BestInvoicing)
Indicate which way the folders need to be structured in your OneDrive. Three choices are offered:
Click 'Save'. You will now be redirected to a login screen by Microsoft, where you need to identify yourself via email address and password.
BestInvoicing will now ask you to choose a folder in which your BestInvoicing documents should be stored on your OneDrive. BestInvoicing will create a folder with your company name in the selected folder, and place the documents in there per calendar year. Select the destination folder of choice and click the green button 'Select current folder' below.
Is the folder you want to select not listed in the overview? Then first create it in OneDrive.
You'll now see a confirmation that OneDrive is connected. After setup, all existing BestInvoicing documents will be copied to the OneDrive in one go and from that moment on the connection runs live in the background. New documents or changes to existing documents are automatically synchronized with OneDrive.