📁 📂 Automatically update stock portfolio from OneDrive to Excel

⚡ 7,700 views · 📁 File Management

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Description

Seamlessly Sync and Update Data from a csv in OneDrive to Excel with n8n

This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs data cleaning, transformation, and real-time updates in an Excel sheet, ensuring only new or changed records are added.

How it Works

  1. Automated Monitoring: Every minute, the workflow scans a designated OneDrive folder for new files.
  2. File Verification: It checks if the detected file is in CSV format; if not, the process stops with an error message.
  3. Data Extraction and Cleaning: CSV data is loaded, and irrelevant headers are removed before mapping to specified columns in Excel.
  4. Excel Update: The workflow maps data to your Excel sheet, updating only new or modified entries based on a unique identifier (“Ticker/ISIN”).
  5. Cleanup: To keep your OneDrive organized, processed files are deleted after updating Excel.

Setup Steps

  1. Connect OneDrive and Excel Accounts: Link your Microsoft OneDrive and Excel accounts in n8n.
  2. Designate Folder and Worksheet: Specify the OneDrive folder for monitoring and the Excel sheet for data updates.
  3. Configure Sync Frequency and CSV Validation: Set the monitoring frequency to every minute and ensure the workflow identifies CSV files accurately.

Once configured, this workflow offers a hands-free, efficient solution to keep your OneDrive and Excel data synchronized effortlessly.

🔗 Nodes Used

Microsoft Excel 365, Microsoft OneDrive, Stop and Error, Extract from File, Microsoft OneDrive Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup