Integrations OneDrive

Microsoft 365 practices

Back CliniForm into the Microsoft 365 workspace you already run.

If your practice lives in Microsoft 365, OneDrive is the natural destination for shared exports. Connect CliniForm now so staged backup workflows land in the folders your organisation already trusts.

Connect available

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Popular with

  • Microsoft 365 clinics
  • Clinic groups with IT standards
  • Reception teams on SharePoint/OneDrive

Why Microsoft 365 clinics connect CliniForm

IT policies, shared drives and staff permissions often already centre on Microsoft 365. Connecting OneDrive keeps future CliniForm exports aligned with how your organisation stores files.

What practices say

Role-attributed notes from how practices use CliniForm alongside OneDrive.

“We already lived in OneDrive. Connecting CliniForm meant exports will land where the team already looks.”

Practice ops · OneDrive user

What’s available

Clear about today — and what’s rolling out next.

Available today

  • Secure account connection in CliniForm backoffice (Professional+)
  • Integration management and disconnect controls
  • Future sync readiness — your connection is saved for staged rollout

Rolling out

  • Automatic backup of practice exports
  • Folder selection for CliniForm files
  • Team access via your existing Microsoft permissions

How it works

  1. Choose a Professional plan (or above) to unlock the integrations framework.
  2. Open Integrations in CliniForm and connect OneDrive with your account details.
  3. Manage or disconnect the integration any time from your backoffice.
  4. As synchronisation capabilities roll out, your connected account is ready to use them.

Security & Privacy

Security

  • Connection details are stored against your CliniForm organisation.
  • Only authorised practice users with the right permissions can manage integrations.
  • You can disconnect an integration at any time from the backoffice.
  • CliniForm is built for UK health and wellness practices with UK GDPR-oriented controls.

FAQs

Is the OneDrive integration fully syncing today?

You can securely connect OneDrive in CliniForm today. Deeper synchronisation is being introduced in stages — this page lists what is available now and what is rolling out.

Which plan do I need?

The integrations framework is available on Professional and above.

Will I need to replace OneDrive?

No. CliniForm is designed to complement OneDrive, not force you to change everything overnight.

How long does setup take?

Connecting your account details in CliniForm typically takes under two minutes.

Practices using OneDrive also install

Cross-sell from CliniForm’s own Practice Apps ecosystem.

Booking

Keep every appointment connected to your consultations, client records and reminders.

View Practice App →

Multi-Clinic

Locations, staff permissions, cross-location bookings, shared clients and stock, transfers, combined reporting, separate branding and tax, central admin.

View Practice App →

Related integrations

Google Drive

Connect available

Connect Google Drive in CliniForm to prepare for staged export and backup workflows.

Dropbox

Connect available

Connect Dropbox in CliniForm to prepare for staged form and attachment sync.

WordPress

API live

Embed CliniForm consultation forms on WordPress, link your client portal, and view practice analytics from your site.

Ready to connect OneDrive?

Start free and unlock the integrations framework on Professional when you’re ready.

Get Started Free

Free forever for up to 25 active clients. No credit card required.