Fedix and OneDrive or SharePoint: client folders, import and export, and setup

What syncs

• Client cloud folders: link each client to a OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
• SharePoint: browse sites and drives and import documents into Fedix or export them back.
• Cloud storage connection: connect OneDrive or Dropbox, test the connection and keep it in sync.

Direction

Both ways. Documents can be imported from the drive into Fedix and exported back to it; the folder link is kept in sync.

What the practice sets up

• Connect OneDrive, SharePoint or Dropbox from the integrations hub or the cloud storage settings, and test the connection.
• Link each client to a folder, or let Fedix match folders automatically.
• The practice needs permission on the drive or site it connects.

Limits

• SharePoint is supported separately from OneDrive and Dropbox, with its own connection.
• Fedix reaches only the sites and drives the connected account can see.
• Microsoft's files API covers OneDrive, OneDrive for Business and SharePoint document libraries (see the source below).

Sources

• Microsoft documents working with files in OneDrive, OneDrive for Business and SharePoint document libraries through Microsoft Graph. Source (checked on 2026-10-30)

Feature pages

• Connect your cloud storage: Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
• Client cloud folders: Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
• SharePoint integration: Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
• Integrations hub: One page to connect Stripe, Xero, Xero Practice Manager, SharePoint, Dropbox, OneDrive, the ATO and LodgeiT, with connection status for each.