Quick summary

You can move or copy an Excel file from OneDrive to a SharePoint folder using the OneDrive web UI, SharePoint web UI, or your desktop (OneDrive sync). Below are step‑by‑step instructions for each method plus a short note about permissions and metadata.

Method 1 OneDrive web UI — Move or Copy (fast, preserves version history)

1. Sign in to OneDrive for Business at onedrive.office.com.
2. Locate the Excel file.
3. Select the file by clicking the circle to the left of its name.
4. Click Move to or Copy to in the top command bar.
5. In the destination picker, choose Sites → find and expand your SharePoint site → navigate to the target library and folder.
6. Click Move here or Copy here.
7. Wait for the operation to complete; you’ll see a confirmation.

Notes

• Move removes the file from OneDrive and preserves version history when moving to SharePoint.
• Copy leaves the original in OneDrive and creates a new file in SharePoint.

Method 2 SharePoint web UI — Upload from OneDrive download (if Move/Copy blocked)

1. In OneDrive, download the Excel file to your local machine.
2. Open the SharePoint site and go to the target library and folder.
3. Click Upload → Files and select the downloaded Excel file.
4. Confirm upload and check the file in the library.

Notes

• This method does not preserve OneDrive version history.
• Use when tenant policies block direct Move/Copy.

Method 3 Desktop (OneDrive sync) — Drag and drop via File Explorer or Finder

1. Ensure OneDrive for Business is syncing on your PC or Mac.
2. Open File Explorer (Windows) or Finder (Mac).
3. Under OneDrive – , find the Excel file.
4. Under SharePoint (or the synced site name), open the target library folder.
5. Drag the file from OneDrive folder to the SharePoint folder.
6. Let OneDrive sync finish; check the file in SharePoint online.

Notes

• This preserves file content and is quick for large files.
• Version history behavior depends on whether you move or copy and tenant settings.

Method 4 Automate recurring copies using Power Automate

1. In Power Automate, create a flow triggered When a file is created or modified (OneDrive).
2. Add an action Create file (SharePoint) or Copy file (OneDrive for Business) with the SharePoint site and folder path.
3. Save and test the flow.

Notes

• Use this for scheduled or automatic transfers.
• Ensure the flow account has access to both OneDrive and SharePoint.

Permissions and metadata to check

• Permissions: you must have Edit rights on the SharePoint folder.
• Version history: moving via OneDrive web or desktop usually preserves versions; uploading a downloaded file does not.
• Metadata: custom columns in the SharePoint library may need values set after upload.
• Check-in/Check-out: if the library requires check-in, remember to check the file in after upload.