> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-tailored-solution-integration/google-drive/prerequisites/google-drive.md).

# Google Drive

### 🔹 1. Basic User Access (Manual Usage)

#### Steps:

1. Go to: <https://drive.google.com>
2. Sign in using your Google account
   * If you don’t have one, create it at <https://accounts.google.com/signup>
3. Once logged in, you can:
   * Upload/download files
   * Create folders
   * Share documents with others

#### ✔️ Requirements:

* Google account (Gmail or Workspace)
* Internet connection

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### 🔹 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**

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### 🔹 3. API Access (For Integration – Recommended for GUMU™)

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

#### Step 1: Open Google Cloud Console

* Visit: <https://console.cloud.google.com/>

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#### Step 2: Create a Project

* Click **Select Project → New Project**
* Give it a name (e.g., *GDrive-Integration*)

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#### Step 3: Enable Google Drive API

* Go to **APIs & Services → Library**
* Search for **Google Drive API**
* Click **Enable**

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#### 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)

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#### Step 5: Get Required Details

You’ll receive:

* Client ID
* Client Secret

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#### Step 6: Authorize Access

* Use OAuth flow to grant access
* This generates:
  * Access Token
  * Refresh Token

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### 🔹 4. Permissions & Setup

* Ensure Drive folder access is granted to the integration user
* Define:
  * Folder structure
  * File naming conventions