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How to Connect Google Drive as Data Destination

How to Connect Google Drive as Data Destination

The integration will allow you to automatically upload files, create folders, or manage directory structures in Google Drive based on data from other systems. For example, you can receive attachments from email (Gmail), documents from CRM systems, and instantly save them to your cloud storage. This will allow you to effectively automate document workflows and save time on manual data upload and sorting.

Let's go through the entire Google Drive setup steps together!

Navigation:
1. What will integration with Google Drive do?
2. How to connect your Google Drive account to ApiX-Drive?
3. How can I setup the transfer of data to Google Drive in the selected action?
4. An example of the data that will be sent to your Google Drive .
5. Auto-update and update interval.

To do this, click "Start Configuring Data Destination".

How to Connect Google Drive as Data Destination | Setup Data Destination system

Select the system as Data Destination. In this case, you must specify Google Drive .

How to Connect Google Drive as Data Destination | System selection

Next, you need to specify an action, for example, "Upload FILE".

How to Connect Google Drive as Data Destination | Action selection
How to Connect Google Drive as Data Destination | Account selection

Upload FILE — files received from another system will be downloaded to your Google Drive account after setting up the connection and starting auto-update.

Delete FILE (permanent) — files will be permanently deleted from your Google Drive account (without the possibility of recovery from the trash) according to the specified parameters after starting auto-update.

Rename FILE — an existing file will be automatically renamed in your Google Drive account based on data received from the source system.

Copy FILE — a duplicate of the selected file will be created in your Google Drive account and placed in the specified folder.

Copy FOLDER — a complete copy of the selected folder along with its contents will be created in your Google Drive account.

Create FOLDER — a new folder will be created in your Google Drive account with the name transmitted from the source system.

Delete FILE (to Trash) — the selected files will be moved to the Trash in your Google Drive account after receiving a corresponding signal from the other system.

Delete FOLDER (to Trash) — in your Google Drive account, the selected folders will be moved to the Trash, preserving the possibility of their recovery.

Delete FOLDER (permanent) — in your Google Drive account, the folders along with all their contents will be permanently deleted without the possibility of recovery.

Move FILE — in your Google Drive account, an existing file will be automatically moved from one folder to another according to the specified parameters.

Move FOLDER — in your Google Drive account, an existing folder will be changed in the directory structure (moved to another directory).

Rename FOLDER — in your Google Drive account, the name of the existing folder will be changed based on new data after auto-update is started.

The next step is to select the Google Drive account into which the data will be send.

How to Connect Google Drive as Data Destination | Account connection

If there are no accounts connected to the system, click "Connect account".

Choose which account you want to connect to ApiX-Drive and grant all permissions to work with this account.

How to Connect Google Drive as Data Destination | Account connection
How to Connect Google Drive as Data Destination | Account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check the correctness of the specified data!

How to Connect Google Drive as Data Destination | Account selection

Select the required Google Sheets fields, click on the parameter and it will be assigned to the selected Google Drive field.

How to Connect Google Drive as Data Destination | Assigning fields
How to Connect Google Drive as Data Destination | Assigning fields

Now you can see the test data.

If you want to submit test data to Google Drive in order to check if the setting is correct, click "Send test data to Google Drive" and go to your Google Drive to check the result.

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

How to Connect Google Drive as Data Destination | Test data

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

How to Connect Google Drive as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect Google Drive as Data Destination | Update interval
How to Connect Google Drive as Data Destination | Update priority

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.  

How to Connect Google Drive as Data Destination | Enable auto-update

This completes setup Google Drive as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!