Freshsales to OneDrive

Automatically Export & Sync Freshsales Data to OneDrive

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Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Accounts by View
Account Fields
Accounts Views
Appointments - Upcoming
Appointments - Past
Contacts by View
Contacts+Details by View
Contacts+Activities by View
Pre-blended combo set ACTIVITIES
Contact Fields
Contacts Views
Deals by View
Deals+Details by View
Deal Fields
Deals Views
Leads by View
Leads+Details by View
Leads+Activities by View
Pre-blended combo set ACTIVITIES
Lead Fields
Leads Views
Sales Activities
Tasks - Open
Tasks - Overdue

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Freshsales.

If you only need to export your data one time, check the website of Freshsales to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Freshsales.
Freshworks CRM is an intuitive CRM that helps sales reps take the guesswork out of sales.

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.


Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow


Step 1

Select Freshsales from the Data Source dropdown and OneDrive from the Data Destination dropdown.

Step 2

Authorize Freshsales with your credentials using the Basic Authentication flow.

Step 3

Authorize OneDrive with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 22 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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