Automate Stock Portfolio Updates from OneDrive to Excel
Effortlessly synchronize and update your stock portfolio by transferring data from OneDrive CSV files to Excel using n8n. This workflow automates data extraction, transformation, and updates, ensuring your records are always current.
This workflow is designed for users who need to automate the process of updating stock portfolios or similar datasets. It monitors a specified OneDrive folder for new CSV files, verifies the file format, extracts and cleans the data, and updates an Excel sheet with only new or modified entries. This ensures that your data is always up-to-date without manual intervention, making it ideal for portfolio tracking, inventory management, and other data-driven tasks.
- Platform
- n8n
- Category
- Business Operations & ERPs
- Price
- $9.99
- Creator
- Liam Murphy
- if
- set
- code
- noOp
- stickyNote
- stopAndError
- microsoftExcel
- extractFromFile
- microsoftOneDrive
- microsoftOneDriveTrigger
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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