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 only leverage Google Drive functionality 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.

Now, users can create a new Data Load Rule (DLR) to Load a file from Google Drive. To learn how to create a DLR to load a file from Google Drive, click here.

The created Google Drive DLR can be scheduled to load data at a specific time. To learn how to schedule a DLR to load data, click here.