Integrating with Google Drive¶
Requirements
This tutorial requires the installation of the Viindoo all-in-one enterprise management system.
The Viindoo system integrates with Google Drive to make your management, storage, and sharing of documents more convenient and user-friendly.
Get authorization with Google console¶
Step 1: You need to grant access to the Viindoo system to Google by visiting Google console
Navigate to the Three-dot icon located in the top left corner of the screen, then click on the NEW PROJECT button. Provide a name for your project and proceed by clicking on the CREATE button.”
A notification will appear in the upper right corner of the screen in Google Console. Click on SELECT PROJECT to access the project you have created
Navigate to API & Services > API Library. Enter the keyword drive into the search bar. Then, select the Google Drive API from the results and click on the ENABLE button
Click on the CREATE CREDENTIALS button, select the Application data feature, and then click on the DONE button
Step 2: Configure Consent Screen
Navigate to Credentials > CREATE CREDENTIALS > OAuth client ID > CONFIGURE CONSENT SCREEN. Choose the External feature and click on the CREATE button..
Set up OAuth consent screen information. You need to enter information as shown below:
App name: Enter the name of the app.
User support email & Developer contact information: Enter the email supported by Google Console Corporation.
Click on the SAVE AND CONTINUE button, then add scopes. Enter the keyword drive and add all APIs related to that keyword
Click on the SAVE AND CONTINUE button to complete the process
Step 3: Create OAuth client ID
Choose the Web application on the Application type field.
Enter a name for app
Authorized JavaScript origins: enter the domain of your’s Viindoo system. For example: https://documentation-17-duy.viindoo.cloud
Authorized redirect URIs: enter the domain of your’s Viindoo system. and the path /google_drive/authentication. For example: https://documentation-17-duy.viindoo.cloud/google_drive/authentication.
Click on the CREATE button.
After that, a pop-up window will appear displaying the Client ID and Client Secret information
Step 4: Publish app at OAuth consent view.
Click on the PUBLISH APP button to proceed to the PREPARE FOR VERIFICATION button
Configuration¶
First, check the status of the app to ensure that your module has been installed in the Viindoo software. Access the Apps application, remove the default filter, and search with the keyword google. If the Google Drive module is not installed, you will see the Activate button.
Then, you access to Settings > Integrations, activate Google Drive feature, enter the CLient ID and Client Secret, and click on the Save button. Afther that, you click on the Reset token to set up a token for your system.
Steps to use the Google Drive integration feature in Viindoo¶
After the connection is successful, the system provides the link feature between the documents stored on your drive with the models on the system. With this feature, the managers can add the company’s document templates on many models to help employees propitious in search and use.
If the setup is successful, the system will display the Reset token set field. Then, you click on the Google Drive Templates to configure templates.
Template Name: Name of the template.
Active: When checked, this template will be active and ready to use.
Model: The model in the system, to which this template links.
Filter: The customizable filter of this template.
Template URL: The URL of the Google Drive document. Note: you need to create a sample document on Google Drive first to get the URL.
Google Drive Name Pattern: Define rules to name Google Drive documents using fixed words and fields.
Note
In Google Drive, you can select the type of the sample document, such as: Google docs, Google sheets, Google form, Google Slides, etc. You must ensure the URL is correct.
The assumption that you create a template for the Contact model. When you access any contacts, you can utilize that template as demonstrated below
Furthermore, the templates you have created will be saved on that interface. Therefore, you can revisit them anytime you want.
You can do the same with the other models: Contacts, CRM, Sales, Purchase, etc.