Cloud storage data sources let you connect external file storage services—like Google Drive and OneDrive—to Fluency. This allows you to import creative assets and media directly into your campaigns without needing to upload them manually.
These connections are read-only, meaning Fluency can access and display your data but not modify or delete it. To make changes to your data, you’ll need to update your files in the data source.
Configuring Google Drive
To set up a Google Drive data source, first share the Google Drive with [email protected]. Then, follow these instructions to add the data source to Fluency.
Folder ID best practices
For the data location, enter only the folder ID for the Google Drive folder where your assets are stored. Auto Detect should be on as the default and will automatically populate the protocol.
The folder ID is the string of letters and numbers at the end of the URL. For example:
https://drive.google.com/drive/folders/1_Nynz19-Bi0mApqe61B9hPDIjqylGejL.If the folder is in a shared drive, use the format shared_drive_ID/folder_id. For example:
https://drive.google.com/drive/folders/0AIime5lD2pAtBUk7PWT/1_Nynz19-Bi0mApqe61B9hPDIjqylGejL.
Configuring OneDrive/SharePoint
Note: Fluency’s OneDrive/SharePoint integration is functionally similar to the Google Drive integration. You must first connect OneDrive/SharePoint to Fluency before adding it as a data source.
Step #1: Connect OneDrive/SharePoint to Fluency
Go to Settings & Tools (gear icon) in the left menu.
Select Platform Integrations.
Select OneDrive/SharePoint.
Click Connect and follow the prompts to connect your organization's OneDrive account. Note: This step is required so Fluency can access the files.
Step #2: Identify the SharePoint site name
Navigate to the SharePoint site where your files are stored.
Locate the site display name (also called the "friendly name").
This is the name shown in the UI—not the URL.
Spaces in the name should be preserved.
For example: If you’re accessing the folder under a SharePoint site titled Digital Learning Team, then Digital Learning Team is the site display name you will use in Fluency when you set up the data source.
Step #3: Add the data source in Fluency
Follow these instructions to add a data source in Account > Manage or Automate > Data Sources.
Configure the Data Location:
Select sharepoint:// as the URL protocol.
Add the site display name (e.g., Digital Learning Team) in the Enter a Value field.
Review the Final URL generated for the Data Location to make sure everything is accurate (e.g., sharepoint://Digital Learning Team).
Note: You’ll set up filtering rules in the next step, so hold off on saving the data source for now!
Step #4: Set up filtering rules
Navigate through your folder structure in OneDrive to the subfolder you want Fluency to access (e.g., Documents > General > Project Tools).
Note: The OneDrive/SharePoint integration currently scans for media files only—images, video, and audio. These files will be ingested into Fluency’s media collections. CSV/list support is not currently enabled.
Back in the data source in Fluency, open Advanced Settings and find the Filtering Rules field.
In the Enter a Value field for Filtering Rules, enter the virtual folder path from OneDrive (e.g., virtualFolder STARTS WITH /Digital Learning Team/Documents/General/Project Tools). Maintain folder order, spacing, and case sensitivity.
Step #5: Save the data source
Review all data sources fields for accuracy, including case sensitivity, spacing, and spelling.
Click Save.