Install Google Drive Integration and connect your Drive
Google Drive Integration
Install the SuiteCRM module
- Download the module ZIP from your account.
- Log in to SuiteCRM as an administrator and open Admin › Module Loader.
- Upload the module ZIP and click Install.
Connect Google Drive
- Create a Google project and download your credentials file by following Create a Google project and get your client ID and secret.
- In SuiteCRM, open Google Drive Settings and upload the JSON file. Your account information appears at the top of the page.
- Choose a destination folder in Google Drive, and whether to keep the uploaded file on the CRM server.
You can revoke access from the same settings page at any time.
Review document status and public access
- Synced to Google shows that a document has been uploaded to Google Drive.
- Is Document public shows that the document has a public link.
Check before sharing: when Is Document public is checked, anyone with the document URL can view it.
To turn public links back to private automatically, open Admin › Scheduler and schedule the job Revoke public documents to private – Google Drive.
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