Introduction to Google Drive

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Learn how to enable and use the Google Drive integration, including exporting to Google Drive.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > Integrations > Productivity

What more do I need to use this feature?

• Admin permissions to manage Integrations.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

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If you are a current Google Workspace or Gmail user, you may already use 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 accessing it from anywhere and collaborating with your team.

Once enabled, you can export and open Checkfront reports in your Google Drive without downloading them to your computer.

Google Drive supports all formats that Checkfront exports (MS Excel, MS Word, PDF, CSV).  

 

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To use this integration, you must have a Gmail, Google Drive, or Google Apps account. As with most integrations, this is free to all Checkfront users.

 

To enable Google Drive, you visit the Integrations section (Manage > Integrations) in your Checkfront account.

 

Click on the Google Drive tile and select Activate in the resulting pop-up.  

 

At this point, you are asked to sign in to Google.

Alternatively, you can export a report into Google Docs, and you are asked to authenticate the integration from there.

 

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This integration requests limited access to your Google Drive and can only access documents exported and created by Checkfront.

After signing in, you are 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 causes issues with exporting to Google Drive.

 

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Anywhere there is an export option in Checkfront, you can export to Google Drive, as in the above example.

In general, you can follow these steps to export to Google Drive:

1. In the report or area you are viewing, select the Export button or icon at the top-right of the page.
2. In the Export modal that appears, select Google Drive in the Save To dropdown menu.
3. Choose to Export when you are done.
4. A Generating Report confirmation page displays with a link to your connected Google Drive. 

Once exported, the report is automatically converted to a Google Doc and can be selected to open.

 

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.