Rocket Matter Knowledge Base OneDrive IntegrationComing Soon! How to sync folders and documents between Rocket Matter and OneDrive.

Coming Soon! How to sync folders and documents between Rocket Matter and OneDrive.

The Rocket Matter and OneDrive Integration is a two-way document integration. Once you have integrated with OneDrive, any document you upload to Rocket Matter can be synced over to OneDrive and vice versa! As long as you upload a document to OneDrive and save it in a mapped folder, then that document will automatically sync to Rocket Matter.

1. Ensure that the OneDrive Integration has already been connected.

For instructions on how to integrate, click here.

2. Navigate to an existing matter. Then, click 'Matter Documents' on the left-hand side.

If the integration is already enabled, when you create a new Client : Matter in Rocket Matter, a new Client : Matter will automatically be created in OneDrive. 

However, when you create a new Client directly in OneDrive, a Client is NOT created automatically in Rocket Matter. You will want to create a Client : Matter with the same name in Rocket Matter, as you did in OneDrive first before attempting to sync.

4. Click on the 'OneDrive' source.

5. Select the paper or the folder icon to upload a file or a folder for this matter. Select the Excel or Word icon to upload an Excel or Word file. These icons appear in the upper right-hand side of the screen:

6. Upload the desired document/folder. Then click 'Done'.

7. The document/folder will now be uploaded into Rocket Matter and OneDrive!