Caramel Generates the Customer Intelligence. OneDrive Puts It Where Your Team Works.
Campaign reports, loyalty analytics, customer segment snapshots, and compliance archives — all produced by Caramel and delivered automatically to OneDrive and SharePoint folders your Microsoft 365 organisation already relies on. No manual exports, no email attachments, no stale PowerPoint decks: just current data, always in the right place.
What the OneDrive + Caramel Integration Makes Possible
OneDrive and SharePoint are the operational backbone of Microsoft 365 organisations worldwide — the environments where teams collaborate, share data, and store business-critical records. For businesses running Caramel as their B2C CRM, the challenge is making customer intelligence accessible to stakeholders who live in the Microsoft ecosystem without requiring them to log into a separate platform or request ad hoc reports from the CRM team. Caramel connects its reporting and data export engine to OneDrive and SharePoint, enabling automated delivery of campaign performance summaries, customer segment exports, loyalty programme analytics, and compliance data archives into the folders and document libraries your teams already use. A marketing team reviews campaign results in Excel from a shared OneDrive folder. Finance models loyalty liability in Excel from a monthly Caramel export. Operations plans staffing from a weekly loyalty visit-frequency export to a SharePoint site. The integration eliminates the reporting bottleneck that typically sits between a CRM platform and the wider organisation that needs its data.
Schedule automated exports of campaign performance reports to OneDrive and SharePoint libraries
Export customer segment snapshots and loyalty analytics on recurring schedules aligned to team review cycles
Archive compliance-relevant customer data to designated SharePoint document libraries with timestamped naming
Route different data exports to different OneDrive folders based on team, function, and access level
Integrate exported Caramel data with Microsoft Excel for custom modelling, dashboards, and cross-functional analysis
Trigger on-demand exports to OneDrive for ad hoc analysis, agency briefings, or board reporting
Integration Features
Scheduled Campaign Performance Exports to OneDrive
Caramel exports campaign performance reports — open rates, click rates, WhatsApp engagement, revenue attribution, and segment-level performance breakdowns — to a designated OneDrive folder on a schedule your team defines. Weekly summaries land in the marketing folder before Monday morning. Monthly campaign reviews arrive in the board reporting library on the last day of the month, automatically.
SharePoint Document Library Integration
For organisations using SharePoint as their enterprise content management platform, Caramel can write customer data exports and reports directly to SharePoint document libraries — with folder structures, access permissions, and retention policies managed by your IT and compliance teams. Data lands in SharePoint with consistent naming conventions and timestamps.
Customer Segment Data for Microsoft Excel Analysis
Caramel exports customer segment snapshots in Excel-compatible formats, delivered directly to OneDrive for immediate use by finance, operations, or external agency teams. Loyalty member rosters, purchase behaviour cohorts, and campaign target lists arrive pre-structured for Excel modelling without any manual reformatting or data cleaning by the receiving team.
Loyalty Programme Analytics for Finance Reporting
Monthly loyalty programme performance data — active members, tier distribution, total outstanding points, redemption rates, and estimated loyalty-driven revenue — is exported to the finance team's OneDrive folder automatically. Accountants have the data needed to calculate loyalty liability provisions and model programme ROI without issuing recurring data requests to the CRM team.
Compliance Data Archiving in SharePoint
For businesses in regulated industries, Caramel can write structured customer data exports, consent records, and communication logs to designated SharePoint compliance libraries on a schedule aligned with regulatory obligations. Archives are timestamped, consistently named, and organised for rapid retrieval during audits — satisfying GDPR and sector-specific data retention requirements.
Folder-Level Routing by Team and Function
Caramel's OneDrive integration routes different data export types to different OneDrive folders based on the audience. Campaign analytics go to the marketing team's folder. Financial summaries go to the finance library. Compliance archives go to the legal team's SharePoint site. Each team receives only the data relevant to their function, with access managed at the Microsoft 365 level.
How It Works Together
Monday Morning Campaign Debrief Without Manual Reporting
A marketing director arrives on Monday morning to find the previous week's campaign performance report already in the team's shared OneDrive folder — WhatsApp open rates, email click-through rates, loyalty event completions, and revenue attribution all exported automatically by Caramel on Sunday evening. The team can review results in Excel or open a formatted Word report without anyone spending time extracting data.
Finance Department Loyalty Liability Calculation
At month-end close, the finance team needs to calculate the outstanding loyalty points liability for the balance sheet. Caramel exports a structured Excel file to the finance OneDrive folder on the last day of each month — total unredeemed points by tier, estimated redemption value, expiry schedule, and YoY comparison. The provision is calculated from current data without a manual request to the CRM team.
Board Presentation on Customer Retention Performance
Ahead of a quarterly board meeting, Caramel automatically exports a customer retention and loyalty programme summary to the board reporting SharePoint library. The CCO opens the file in PowerPoint, finds the pre-formatted data summary, and incorporates key metrics — active loyalty members, NPS-correlated loyalty cohorts, and campaign-driven incremental revenue — into the board pack without commissioning a bespoke report.
GDPR Audit Response From Pre-Organised SharePoint Archive
A regulatory audit requires evidence of customer consent records and communication history. Because Caramel has been writing monthly consent and communication archives to a designated SharePoint compliance library throughout the year, the data protection team can respond to the audit request by pointing directly to the pre-organised archive rather than running an emergency data extraction.
External Agency Access to Customer Intelligence Without Platform Access
A brand shares an anonymised customer segment export with its media agency to inform campaign targeting. Caramel exports the segment data to a shared OneDrive folder accessible to the agency via a shared link. The agency receives accurate customer behavioural data for targeting without being granted access to the Caramel platform or any personally identifiable customer information.
Operations Staffing Planning From Loyalty Visit Data
A multi-location retail business uses Caramel loyalty visit data to project weekly foot traffic by location. A weekly export of loyalty visit frequency, campaign-driven footfall uplift, and location-level member density lands in the operations team's OneDrive folder every Monday morning. Store managers use the Excel file to adjust staffing rotas for the week based on data rather than intuition.
Why Connect OneDrive with Caramel
Customer Intelligence Delivered to the Microsoft Ecosystem Your Team Lives In
Instead of requiring stakeholders to learn a new platform, Caramel delivers the data they need to OneDrive and SharePoint — the tools already embedded in their daily work in Microsoft 365
Elimination of Recurring Manual Reporting Requests
Scheduled exports mean campaign results, loyalty analytics, and compliance archives arrive automatically — ending the recurring cycle of manual data extraction requests from marketing, finance, and operations to the CRM team
Excel-Ready Data That Requires No Reformatting
Caramel exports are structured for immediate use in Excel — correctly formatted columns, consistent data types, and pre-sorted outputs that finance and operations teams can model against without data cleaning
Compliance-Grade Archiving Without Manual Procedures
Automated exports to SharePoint compliance libraries mean audit-ready archives exist without any action at audit time — reducing compliance risk and eliminating last-minute data extraction under regulatory pressure
Controlled Access Without Platform Credential Sharing
Data is made available to stakeholders via OneDrive and SharePoint access permissions managed by Microsoft 365 — no Caramel logins to manage, no risk of overly broad platform access, no credential sharing with external parties
A Consistent, Reliable Cadence of Business Intelligence
Teams know when to expect data because it arrives on schedule — building the reliable reporting rhythm that turns customer analytics from a one-off exercise into an embedded part of how the business operates
Deliver Customer Intelligence Directly Into Your Microsoft 365 Environment
Connect OneDrive with Caramel and automate the delivery of campaign reports, loyalty analytics, and compliance archives to your team's shared OneDrive and SharePoint folders — no manual exports, no reporting lag.
Talk to Our TeamGet Started Today
Connect OneDrive with Caramel and start optimizing your operations today
Your Questions About Taking Back Control
Stop Paying Commissions. Start Building Relationships.
Join forward-thinking businesses reclaiming their customer data from third-party platforms. Build direct connections, increase loyalty, and keep 100% of your revenue.
