How to link Mendeley to your Overleaf account

Introduction

This article shows how to link Mendeley to your Overleaf account and use it to add references to your project.

Reference manager integration is a premium feature. Overleaf premium features are available to participants in Overleaf Commons, members of group subscriptions, and owners of individual subscriptions.

Note: If you don’t have a paid Overleaf subscription you can always export .bib data from Mendeley, or other reference manager software, and upload the resultant .bib file into your Overleaf project.

How to link Mendeley to your Overleaf account

1. Select Account then Account Settings from the drop-down menu:



2. Scroll down the list of account settings to the Reference Managers section, then select the Link for Mendeley Integration.



You will be prompted to log into your Mendeley account, if you have not already done so.

1. If you are not logged into Mendeley, proceed to log in to complete the process of linking Mendeley to your Overleaf account. That’s all it takes!
2. If you are logged into Mendeley you will be asked if you wish to proceed. Continue to complete the linking process.
3. Upon successfully linking Mendeley, your Overleaf Account Settings will be updated to confirm your Mendeley account has been linked to your Overleaf account. Note that you can unlink your Mendeley account at any time.

How to add references to your Overleaf project using Mendeley

After linking Mendeley to your Overleaf account, you can add references to your project in two ways.

1. You can import the entire Mendeley library, or specific groups of references to create a read-only (non-editable) .bib file that can be synched with your Mendeley account. If you update reference data in Mendeley you can instruct Overleaf to update (refresh) the .bib file to synch it with the changes made in Mendeley. Watch the video below for a demonstration of importing references from Mendeley.
2. You can import individual references from your Mendeley account by configuring advanced reference search to look for references in Mendeley. Any reference found in Mendeley and subsequently cited in your LaTeX document is automatically added to an editable .bib file contained in your Overleaf project. See Configuring advanced reference search to use Mendeley.

This article focuses on option 1, bulk import of references to create a non-editable .bib file. To learn about importing individual references into editable .bib files, see Configuring advanced reference search to use Mendeley.

Groups and folders

If you choose to import an entire .bib file from Mendeley, you can select either your entire Mendeley library or group. It is, however, not possible to import a .bib file that corresponds to a specific folder within a Mendeley library or group.

If you use advanced reference search, only references from your main Mendeley library can be found and imported. Group libraries are not currently searchable when building an editable .bib file with advanced reference search.

Importing Mendeley references into an Overleaf project

The following video shows how Overleaf’s Mendeley integration can be used to import a .bib file containing references from a Mendeley group. If you are using a Mendeley group, the method of importing an entire .bib file is the only option available, as these references cannot be imported individually using the advanced reference search feature.

Notes on Overleaf’s integration with reference managers

Overleaf’s integration with external reference managers relies on the features and data provided by each platform’s web-based API (Application Programming Interface). Currently, Overleaf cannot control or modify the output generated by those APIs, nor do we apply any conversions to the data received. The reference data in the .bib file added to your Overleaf project is a direct copy of what the API provides, incorporated “as provided” into the .bib file.

Citation keys

For a given set of references, the .bib data produced by a reference manager’s platform API may differ from the data produced by exporting those same references through other tools or services offered by that reference manager. This can cause issues if you switch between using web-based import via Overleaf’s integration and uploading .bib files manually exported from a reference manager’s equivalent desktop software or online libraries. For example, if you create a .bib file via Overleaf’s integration using Mendeley’s web API and subsequently replace it by uploading a .bib file created by manual export processes, you may need to check for variations in generated citation keys that cause previously-working citations to fail.

Updating project .bib files produced by reference managers

Reference managers, including Mendeley, offer two ways to create .bib files in your project.

1. A bulk import of an entire reference library, or one of its reference groups.
   • This method adds read-only (non-editable) .bib files to your Overleaf project. Any changes or updates to the read-only .bib files must be made in the reference manager and transferred to Overleaf by selecting the Refresh button at the top of the file preview. Refreshing imported .bib files is demonstrated in the video above.
2. Importing individual references from a reference manager using advanced reference search.
   • References added to a project .bib file using advanced reference search remain fully editable.

Further reading

• How to link Zotero to your Overleaf account
• How to search for references in an Overleaf project