Integrate with Google Drive

When you enable this feature, you can push Templates, Dynamic Reports, and Report Collections to Google Sheets. To enable Google Sheet in the export settings, you have to complete the Google integration configuration.

You can leverage Google Drive functionality only with Google for work 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 the Planful Support team to configure the Google Drive.

Integrate with Google Drive

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

1. Log in to your Google Work 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.

   1. Client ID: <<Client Id – Contact Planful's Support team for this information>>

   2. 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.