How to set up your Google Drive integration
Setting up your Google Drive integration requires you to have the file sharing module enabled, permission to access the File Sharing page, and an active Google Drive account. You need to either be logged into your Google Drive account or have your credentials handy.
Navigate to Settings > Integrations > File Sharing Accounts.
To access this page, you need the File Sharing module enabled, and the User Permission 'File Sharing Accounts'. If you are unsure if you have this module, or would like to enable this module, please reach out to our support team.
Prior to connecting your accounts, you may wish to review the following relevant system configurations.
Export Ticket Files by Status
You can determine when a file will go over to the File Sharing account based on its status. There are three options you can choose from.
Non-Final: Any asset that is uploaded to a ticket will go over the your file sharing account with the next sync. You would need to mark it as final on a print or digital ad ticket to prevent it from going over.
Final: Assets that are marked as final on Print or Digital tickets or any asset uploaded to a service or digital media ticket will go over to your final sharing.
All: Whenever an asset is uploaded to a ticket, no matter the status, will go over to your file sharing account.
Export Ticket Files to Single Folder
Choose if you want the system to export ticket assets to a single, base folder to your file sharing account. Otherwise, the system will create a file structure based on your system alias names.
Once on the File Sharing Accounts page, click Add Account. In the pop-up, select Google Drive for the Account Type. You will get prompted to agree to allowing your system and Google Drive to connect.
Once connected, click the ellipsis icon to finish configuring the account. Give your account a name, and select 'Ticket Files' for the Process Type.
Setting a base folder
The base folder is not a required field, but we recommend adding a base folder, particularly if your system configuration Export ticket files to a single folder is set to yes. When set to yes, all files synced to Google Drive will be added to the base folder. When set to no, the system will create a file structure based on your aliases (using the base folder as the top tier of the structure).
When entering a base folder, you can either type the name of an existing folder in your Google Drive account, or enter a new name. If the folder doesn't already exist in your Google Drive, it will be created once you save the settings.
At this point if you only want files to export to a single folder, you are done with the set up and can starting using the integration.
If you want the system to create folders based on your product hierarchy, you will need to add Aliases to your products and product categories.
For more information about this, read through the 'Using Alias Names for managing Google Drive folders' help center document.
New 10/10/2023