{"id":59305,"date":"2022-07-29T07:57:36","date_gmt":"2022-07-29T07:57:36","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=59305"},"modified":"2026-02-02T11:12:15","modified_gmt":"2026-02-02T11:12:15","slug":"how-to-create-contact-lists-with-onedrive","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/","title":{"rendered":"Dynamic Contact Lists: OneDrive"},"content":{"rendered":"

Is OneDrive your one-stop source for contact info? Excellent! Choose to connect OneDrive with your Sogolytics account and you can create dynamic Contact Lists based on the latest contacts in your Excel or CSV files. This option is great if you have evolving lists of employees or customers you\u2019d like to collect feedback from \u2013 but you don\u2019t want to spend time updating distribution lists manually!<\/p>\n

<\/i><\/p>\n

This feature is available as an \u00e0 la carte feature in the Enterprise plan. Contact us to learn more about this option.<\/p>\n<\/div>\n

To create a dynamic Contact List using OneDrive, please follow the steps below.<\/p>\n

    \n
  1. Find your project and click on the Publish icon.<\/li>\n
  2. On the far-right end of the menu bar, click on Contact Lists.
    \n<\/li>\n
  3. Click Create New, then choose List.
    \n<\/li>\n
  4. On the first step, enter a unique and descriptive name, then select the List type.
    \n<\/li>\n
  5. Select \u2018Import from external sources\u2019 and select OneDrive.
    \n<\/li>\n
  6. Select the OneDrive folder where files containing contact details will be uploaded.<\/li>\n
  7. If you haven\u2019t already done so, upload a sample file to this Drive folder. This sample file will be used to map your desired Contact List structure.<\/li>\n
  8. Within the Sogolytics platform, select the sample file from within the Drive folder and map the email address and any other columns. No contacts will be uploaded from the sample file at this time.\n
    <\/i><\/p>\n

    To update the Contact List correctly, all future files must follow the same format as the mapped file, including the exact order of the email address column and any additional columns.<\/p>\n<\/div>\n<\/li>\n

  9. Automation Rules\n
      \n
    1. File Selection<\/strong>: Choose which files will be used to add\/update records.\n
        \n
      1. All Files: Records to be added\/updated from every file uploaded.<\/li>\n
      2. New Files only: Records to be added\/updated from the most recent file.<\/li>\n
      3. Files uploaded on selected days: Records to be added\/updated from the files only on the day(s) selected. Add multiple days by clicking on the plus icon.<\/li>\n<\/ol>\n<\/li>\n
      4. Schedule Automation Rule<\/strong>: List records will be added\/updated at this time based on the rules below. Choose Daily, Weekly, Monthly, Instantly, or Custom schedule.\n
        <\/i><\/p>\n

        When Instantly is selected, any changes in the linked Salesforce account or OneDrive, or SFTP folder (new files uploaded or modified) will automatically add\/update records.<\/p>\n<\/div>\n<\/li>\n

      5. Pick your start and end date.<\/strong><\/li>\n
      6. Add\/Update Method<\/strong>: Choose how the list should be modified.\n
          \n
        1. Update existing list and add new records: Add email addresses and additional fields of content. If these records already exist, they will be updated. If not, they will be added as new records.<\/li>\n
        2. Only update existing records: Change details for your existing records. This option is not available when creating the rule. If you need to enable this, create the list then click View\/Modify Rule and select this option.<\/li>\n
        3. Only insert new records: Update your Contact List with only new records and other details.<\/li>\n<\/ol>\n<\/li>\n
        4. Email Alerts<\/strong>: Choose to notify up to 10 alternate email addresses of successes and\/or failures.\n
            \n
          1. Send an alert email to confirm successful rule execution.<\/li>\n
          2. Send an alert email if automation fails.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

            Is OneDrive your one-stop source for contact info? Excellent! Choose to connect OneDrive with your Sogolytics account and you can create dynamic Contact Lists based on the latest contacts in your Excel or CSV files. This option is great if you have evolving lists of employees or customers you\u2019d like to collect feedback from \u2013 but you don\u2019t want to spend time updating distribution lists manually! This feature is available as an \u00e0 la carte feature in the Enterprise plan. Contact us to learn more about this option. To create a dynamic Contact List using OneDrive, please follow the steps below. Find your project and click on the Publish icon. On the far-right end of the menu bar, click on Contact Lists. Click Create New, then choose List. On the first step, enter a unique and descriptive name, then select the List type. Select \u2018Import from external sources\u2019 and select OneDrive. Select the OneDrive folder where files containing contact details will be uploaded. If you haven\u2019t already done so, upload a sample file to this Drive folder. This sample file will be used to map your desired Contact List structure. Within the Sogolytics platform, select the sample file from within the Drive folder and map the email address and any other columns. No contacts will be uploaded from the sample file at this time. To update the Contact List correctly, all future files must follow the same format as the mapped file, including the exact order of the email address […]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":679,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[422],"tags":[319],"yoast_head":"\nHow to create Dynamic Contact Lists using OneDrive| Sogolytics<\/title>\n<meta name=\"description\" content=\"OneDrive can help keeping Contact List updated dynamically without having to build a deep integration with another platform or database.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create Dynamic Contact Lists using OneDrive| Sogolytics\" \/>\n<meta property=\"og:description\" content=\"OneDrive can help keeping Contact List updated dynamically without having to build a deep integration with another platform or database.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-02T11:12:15+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/\",\"name\":\"How to create Dynamic Contact Lists using OneDrive| Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2022-07-29T07:57:36+00:00\",\"dateModified\":\"2026-02-02T11:12:15+00:00\",\"description\":\"OneDrive can help keeping Contact List updated dynamically without having to build a deep integration with another platform or database.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-create-contact-lists-with-onedrive\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Dynamic Contact Lists: OneDrive\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - 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