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BoldDesk + OneDrive Integration

OneDrive Integration That Brings Your Files Into Tickets

For teams that keep their files in Microsoft 365: attach OneDrive files to tickets and articles, and let customers attach from OneDrive too.

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In a BoldDesk ticket the agent opens the reply editor, picks Attach › From OneDrive, selects the signed service agreement and sends the reply with it attached
Why Connect BoldDesk and OneDrive

The Answer Is Often a File. It’s Already in OneDrive.

When files sit in OneDrive and replies sit in BoldDesk, agents download and re-upload everything. Connected, the right file is one search away.

  • Before: Downloading files to upload again

    Files in Seconds

    Agents find the right file without leaving the ticket.

  • Before: Files sent over chat

    Files Shared the Right Way

    Customers and colleagues get files without chat workarounds.

  • Before: Guides missing their files

    Complete Help Articles

    Guides come with the files customers need.

Features

Bring OneDrive Files Into Every Conversation

Attach OneDrive files to tickets and help articles, and let customers attach them in the portal.

  1. Attach to Tickets

    Attach OneDrive Files to Tickets

    Search OneDrive from inside BoldDesk and attach any file to a reply, without downloading it first.

    The OneDrive picker in a BoldDesk reply: the agent searches “service agreement”, selects the PDF and it is attached to the reply

  2. Knowledge Base

    Add OneDrive Files to Help Articles

    Add documents and videos from OneDrive to knowledge base articles right from the article editor.

    Editing a BoldDesk knowledge base article and adding an installation video from OneDrive

  3. Customer Portal

    Let Customers Attach Files From OneDrive

    Customers attach files from their own OneDrive when they create a ticket or reply in the customer portal.

    A customer creating a ticket in the BoldDesk customer portal attaches a drawing archive from their OneDrive
Use Cases

How Support Teams Use BoldDesk and OneDrive

Real situations from teams that keep their files in OneDrive.

  • Law firms

    Send a Client Their Signed Engagement Letter

    Clients ask for documents that already live in the firm’s OneDrive.

    1. A client asks for their signed engagement letter
    2. The agent finds it in OneDrive from the reply
    3. The agent attaches it and sends

  • Manufacturing

    Receive Drawings Too Big for Email

    Customers send large CAD drawings straight from their OneDrive.

    1. A customer needs a part redesigned
    2. They attach the drawings from OneDrive in the portal
    3. The files arrive with their new ticket

  • Hardware makers

    Refresh a Setup Guide After a Product Update

    The help center gets the new install video the day it’s ready.

    1. A firmware update changes the setup steps
    2. The writer edits the setup article
    3. They add the new video from OneDrive
Integrations

Related Integrations

Connect BoldDesk to the other file and Microsoft tools your team uses.

View All Integrations

Security & Compliance

Enterprise-Grade Security and Compliance

Protect customer data with secure infrastructure and enterprise-grade access controls.

BoldDesk security badges: SOC 2 compliant, role-based access control, GDPR compliant, and HIPAA compliant

Customers

Backed by Syncfusion, Trusted by 41K+ Companies

4.5/5 on G2 · Fall 2026 Leader, Momentum Leader, Best Est. ROI, Fastest Implementation

Read Reviews

Recognized by Customers on G2

4.5/5 average rating on G2

BoldDesk G2 Fall 2026 awards featuring Leader, Momentum Leader, ROI, and Fastest Implementation badges

  • Reelo Technologies Raj Khichi, Customer Support Executive, Reelo Technologies Pvt. Ltd.

    Up to 24x

    faster at solving customer queries, with 2.4x more tickets closed per day

    Read the Reelo story

  • GeoVerra One of Canada’s largest geomatics firms

    25%+

    improvement in service desk efficiency, with single sign-on via Entra ID

    Read the GeoVerra story

  • Eurotel Hospitality Hospitality software, Greece

    ~67%

    more issues handled each week, from about 600 to about 1,000

    Read the Eurotel story
FAQ

Frequently Asked Questions

What does the BoldDesk OneDrive integration do?

It lets agents attach OneDrive files to tickets and knowledge base articles, and lets customers attach OneDrive files in the customer portal, without downloading them first.

Where can OneDrive files be attached?

In the agent portal when creating tickets and adding replies, public notes or private notes; in the customer portal when creating tickets and replying; and in knowledge base articles.

Can customers attach files from OneDrive?

Yes. In the customer portal, customers can attach OneDrive files when they create a ticket or reply to one.

Which BoldDesk plans include the OneDrive integration?

Every BoldDesk plan includes the OneDrive integration: Scale AI, Momentum AI and Enterprise AI. Compare plans and pricing

How do I set up the BoldDesk OneDrive integration?

Register a single-page app in the Azure portal with your BoldDesk OneDrive redirect URL and copy its client ID. Then install OneDrive from Admin › Marketplace with your API key and that client ID. Read the setup guide

Answer With the Right File
From OneDrive

Register a OneDrive app, install OneDrive from Admin › Marketplace, and attach your first file to a reply.

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