📂 Automatically update stock portfolio from OneDrive to Excel

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

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...

Best for

File Management automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.microsoftonedrivetrigger, n8n-nodes-base.stopanderror, n8n-nodes-base.extractfromfile, n8n-nodes-base.microsoftonedrive, n8n-nodes-base.stickynote, n8n-nodes-base.code, n8n-nodes-base.noop, n8n-nodes-base.microsoftexcel

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Louis.

Original n8n.io source

1.1 Workflow description

Title: 📂 Automatically update stock portfolio from OneDrive to Excel
Workflow name: 📂 Automatically update stock portfolio from OneDrive to Excel

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

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

Setup Steps

Connect OneDrive and Excel Accounts: Link your Microsoft OneDrive and Excel accounts in n8n.
Designate Folder and Worksheet: Specify the OneDrive folder for monitoring and the Excel sheet for data updates.
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.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Triggers if new file in watched folder

Type / Role: n8n-nodes-base.microsoftOneDriveTrigger - microsoftOneDriveTrigger
Config choices: Version 1

Block 2 - Not CSV

Type / Role: n8n-nodes-base.stopAndError - stopAndError
Config choices: Version 1

Block 3 - Extracts data from csv

Type / Role: n8n-nodes-base.extractFromFile - extractFromFile
Config choices: Version 1

Block 4 - Microsoft OneDrive2

Type / Role: n8n-nodes-base.microsoftOneDrive - microsoftOneDrive
Config choices: Version 1

Block 5 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Cleans the output

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 7 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - No Operation, do nothing

Type / Role: n8n-nodes-base.noOp - noOp
Config choices: Version 1

Block 9 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 10 - Logs the update on sheet

Type / Role: n8n-nodes-base.microsoftExcel - microsoftExcel
Config choices: Version 2.1

Block 11 - Gets the new file infos

Type / Role: n8n-nodes-base.microsoftOneDrive - microsoftOneDrive
Config choices: Version 1

Block 12 - Downloads the new file

Type / Role: n8n-nodes-base.microsoftOneDrive - microsoftOneDrive
Config choices: Version 1

Block 13 - Checks if it's CSV format

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 14 - Prepares the fields to put in the excel table

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 15 - Updates the excel table

Type / Role: n8n-nodes-base.microsoftExcel - microsoftExcel
Config choices: Version 2.1

3. Summary Table

Workflow	📂 Automatically update stock portfolio from OneDrive to Excel
Complexity	advanced
Nodes	15
Categories	File Management
Author	Louis
Published	29 Oct 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2507/2507.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source File Management workflows

Frequently asked questions

What does 📂 Automatically update stock portfolio from OneDrive to Excel do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your File Management use case.

Louis

11 workflows

Nodes

n8n-nodes-base.microsoftonedrivetrigger n8n-nodes-base.stopanderror n8n-nodes-base.extractfromfile n8n-nodes-base.microsoftonedrive n8n-nodes-base.stickynote n8n-nodes-base.code n8n-nodes-base.noop n8n-nodes-base.microsoftexcel

Complexity

advanced

Published 29 Oct 2024

Likes 0

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Install path: /data/workflows/2507/2507.json

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📂 Automatically update stock portfolio from OneDrive to Excel

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

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

How it Works

Setup Steps

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Triggers if new file in watched folder

Block 2 - Not CSV

Block 3 - Extracts data from csv

Block 4 - Microsoft OneDrive2

Block 5 - Sticky Note

Block 6 - Cleans the output

Block 7 - Sticky Note1

Block 8 - No Operation, do nothing

Block 9 - Sticky Note2

Block 10 - Logs the update on sheet

Block 11 - Gets the new file infos

Block 12 - Downloads the new file

Block 13 - Checks if it's CSV format

Block 14 - Prepares the fields to put in the excel table

Block 15 - Updates the excel table

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions