Google Drive Integration in Dash SaaS

Introduction

Introducing the Google Drive Integration! This integration revolutionizes your file management experience by bringing your Google Drive files directly into your platform. Say goodbye to the hassle of switching between applications and dealing with downloads. With this integration, you can effortlessly access your documents and files, all without the need to save them locally.

Our settings page for Google Drive Integration streamlines the setup process, allowing you to configure your Client ID and Client Secret, copy the provided Webhook URL, choose sub-Add-Ons to enable, and complete a secure authentication process with Google. The platform enhances your Google Drive experience by offering visual grids, organized lists, and the ability to link Google Drive folders to specific sub-Add-Ons, enabling better collaboration and structured file management. Elevate your workflow with seamless access, effortless editing, and precision-driven integration — all within the intuitive Workdo-dash platform. Try it now and unlock a new level of productivity and efficiency.

How to Install the Add-On?

To Set Up the Google Drive Add-On, you can follow this link: Setup Add-On

How to use the Google Drive Add-On?

• Go to the Settings page and click on System Settings.
• In System Settings, locate and open the Google Drive Add-On.
• Enter your Google Client ID and Client Secret generated from the Google Cloud Console.
• Copy the provided Webhook / Redirect URL and add it to your Google OAuth configuration in the Google Cloud Console.
• Complete the authentication process by signing in with your Google account and granting the required permissions.
• Choose which Add-Ons you want to enable (e.g., Account, Notes,Hrm,Pos, etc.).
• Save the settings to activate the integration.

• Once connected, you can access your Google Drive files directly from the platform, so you don’t need to switch apps.
• Once you set up this Add-On, a Google Drive icon will appear at the top of the page for any feature you have enabled in the system settings. E.g., if you enable the Sales Invoice feature, the icon will be visible on the Sales Invoice page. Clicking the icon will display the files you’ve added from Google Drive.
• You can add new files using the create button, open files in Google Drive with the button next to it, and delete files. If you delete a file on the platform, it will also be removed from Google Drive, and if you delete a file from Google Drive, it will be removed from the platform too.

• Browse your Google Drive documents, files, and folders without downloading them.
• Organize and view files in grids or lists for easy navigation.
• Link Google Drive folders to sub-Add-Ons for better organization and teamwork.
• Any changes made to a file in Google Drive will show up in the platform’s files, and changes made in the platform will be reflected in Google Drive as well.
• Enjoy smooth syncing and easy access to all your files without the hassle of app switching.