If you are a current Google Workspace or Gmail user then you may already be using Google Drive (formally Google Docs). With Checkfront, you can export reports directly to your Google Drive.
Google Drive is one of a suite of cloud-based tools that includes a Spreadsheet app, Wordprocessor, and other office tools (with much of the functionality of Microsoft Office). It has the added benefit of being able to access it from anywhere and collaborate with your team.
Once enabled you can export and open Checkfront reports in your Google Drive without having to download to your computer first. Google Drive supports all formats that Checkfront exports in (MS Excel, MS Word, PDF, CSV).
SetupBack to top
You must have a Gmail, Google Drive, or Google Apps account to make use of this integration. As with most of our integrations, this is free to all Checkfront users.
To enable Google Drive, you can visit the integration section in your Checkfront account at Manage > Integrations. Click on the Google Drive tile and select Activate.
At that point, you'll be asked to sign in to Google. Alternatively, you can just try exporting a report into Google Docs and you'll be asked to authenticate the integration from there.
SecurityBack to top
This integration requests limited access to your Google Drive, and can only access documents exported and created by Checkfront. After signing in, you will be asked to confirm your integration with Google.
Please note, only administrators can enable Google Drive within Checkfront. One account should be used per person.
Sharing a login will cause issues with Exporting to Google Drive. Anywhere there is an export option in Checkfront, you can export to Google Drive. Once exported, the report is automatically converted to a Google Doc and opened.
Google Drive Clients:
All of your data with Google Drive is stored in the cloud and accessible wherever you have a web browser. Additionally, you can use Google Drive on your Desktop, iPhone, and Android.