Configuring Google Drive

This feature allows users to push Templates, Dynamic Reports, and Report Collections to Google Sheets. To enable Google Sheets in the export settings, Google integration configuration must first be completed.

Users can leverage Google Drive functionality only with a Google Enterprise domain account. To start uploading and sharing files through a Google account, the Google domain admin must complete this one-time setup.

Prerequisite: Contact Planful Support to configure the Google Drive.

How to Integrate with Google Drive?

Once the configuration is done by Planful Support, perform the following steps:

1. Log in to your Google Enterprise domain with the admin account in which your users will use Google Drive features (https://admin.google.com/). The Google Admin home page appears.
2. On the home page, select the Security option.
   
3. On the Security page, click the API controls option.
   
4. Under Domain wide delegation, click MANAGE DOMAIN WIDE DELEGATION.
   
5. On the Domain-wide Delegation page, click Add new.
   
6. Provide the following information in the respective fields and click Authorize.

   • Client ID: <<Client Id – Contact Planful Support for this information>>

   • OAuth Scope: https://www.googleapis.com/auth/drive
     
     
     

7. To make sure every scope appears, select the new client ID and click View details. If they do not, click Edit, enter the missing scopes, and click Authorize. Note that you cannot edit the client ID.

How to Create a Data Load Rule to Load a File From Google Drive?

1. Click Maintenance > Data Integration > Data Load Rules.
2. Click New Data Load Rule.
3. Enter a Name and Description.
4. For Load Type, select Google Drive File Upload.
5. For Load Item, select Data.
6. For Sub Load Item, select from GL Data or Translation Data.
7. Complete the fields on the remaining Data Load pages as needed. Information on each of these fields and examples is provided in the Data Load Rules section of this document.

How to Schedule the Data Load Rule with Cloud Scheduler to Load Data From Google Drive?

1. Click Maintenance > Administration > Cloud Scheduler.
2. Click Process Flow.
3. Click Add to create a scheduled process to load the data automatically from Google Drive using the Data Load Rule created.
4. Enter Code.
5. Click Tasks.
6. Click Add Task.
7. For Task Type, select Data Load Rule.
8. For Task Name, select Google Drive Data Load Rule created earlier. 
9. If there is data required to be loaded prior to this data load, select dependencies.
10. Click Save.
11. Click Run Now to start the process or schedule the time and data on the Scheduler tab, and then click Save & Schedule.
    To learn more about Process Flow, click here.