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Google Drive

🔹 1. Basic User Access (Manual Usage)

Steps:

  1. Sign in using your Google account

  2. Once logged in, you can:

    • Upload/download files

    • Create folders

    • Share documents with others

✔️ Requirements:

  • Google account (Gmail or Workspace)

  • Internet connection


🔹 2. Access via Shared Drive / Folder

If your organization manages files:

  1. Request access from your admin or owner

  2. They will:

    • Share a folder with your email

    • Assign permissions (Viewer / Editor)

  3. You’ll see it under:

    • “Shared with me” or Shared Drives


To integrate Google Drive with systems like Sage Intacct, you need API access:

Step 1: Open Google Cloud Console


Step 2: Create a Project

  • Click Select Project → New Project

  • Give it a name (e.g., GDrive-Integration)


Step 3: Enable Google Drive API

  • Go to APIs & Services → Library

  • Search for Google Drive API

  • Click Enable


Step 4: Create Credentials (OAuth 2.0)

  • Go to APIs & Services → Credentials

  • Click Create Credentials → OAuth Client ID

  • Configure:

    • Application type (Web / Desktop depending on tool)

    • Redirect URI (provided by your integration platform)


Step 5: Get Required Details

You’ll receive:

  • Client ID

  • Client Secret


Step 6: Authorize Access

  • Use OAuth flow to grant access

  • This generates:

    • Access Token

    • Refresh Token


🔹 4. Permissions & Setup

  • Ensure Drive folder access is granted to the integration user

  • Define:

    • Folder structure

    • File naming conventions

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