Google Drive integration

Instructions on connecting your ToolBox account to Google Drive and configuring settings

The Google Drive integration is designed to simplify your workflow by automatically saving quote zip files to pass your data to the systems you rely on.

How it works

When a quote reaches a specified status (or statuses), the integration will automatically save the associated zip file (including CSV and parts) to a designated Google Drive folder.

Setting up the integration

Step 1: Navigate to the integrations section of the settings page.

• Settings > Organisation settings > Integrations

Navigate to the integration settings

Step 2: Connect your Google Drive account by following the authentication prompts.

• Click the "Connect to Google Drive" button.

• Follow the prompts to sign into your Google account and grant permission to ToolBox to create files and view files that it created.

  • Note: ToolBox won't be able to see any other files in your account other than the files ToolBox created.

Sign in with the Google account that you want to link to your ToolBox organisation, and approve the permission.

Step 3: Once connected, choose the folder in your Google Drive where you want the quote zip files to be saved.

• Note: Other users in your ToolBox organisation will be able to change this. This means they will able to view the other folders in the connected account (not the files, just the folders).

Click the Change Folder button to open the 'Select a folder' screen.

Search and select the folder quote zip files will be saved to.

Step 4: Select the status, or multiple statuses, that will trigger the integration. These statuses determine when the quote zip file is automatically sent to your designated folder.

Select at least one status that will trigger the integration.

Final result: connected acocunt, status trigger defined, and folder selected.

Additional use cases

This integration is not only for handing order data off to a downstream system but also serves as a short-term solution while an API is not available.

You can create an automation that looks for new zip files in your Google Drive folder, unzips the file, and extracts the drawing files and/or CSV data for pushing into your other systems. For example, a CRM, ERP, or order management system.