Google Drive: How Often Does The Data Sync Occur?
Once the you have enabled the integration between Matters.Cloud and Google Drive the following schedule will apply:
|Export Clients from Matters.Cloud to Google Drive|
Note: Includes both new and updated Client records.
|Export Matters from Matters.Cloud to Google Drive|
Note: Includes both new and updated Matter records.
|Export Opportunities from Matters.Cloud to Google Drive|
Note: Includes both new and updated Opportunity records.
|Create Folders from Matters.Cloud within Google Drive|
|Upload Files from Matters.Cloud to Dropbox||Real Time|
Google Drive: Data Storage, GDPR, Standards and Regulations
Overview Google provide a number of knowledge base articles / sites covering data storage, compliance with local or regional regulations and transferring data between regions via the following link: Google Cloud & the General Data Protection ...
Google Drive: Setting Up Your Integration
Overview The Matters.Cloud + Google Drive integration is available to all Google Drive subscribers and allows users to: Create a Folder in Google Drive for every Matter created in Matters.Cloud. Create a Folder in Google Drive for ...
Google Drive: What Storage Limits Apply?
Overview When integrating Matters.Cloud with Google Drive, the integration uses a primary user account to store all data for all users. The integration will automatically create a folder called 'Matters.Cloud' within the nominated account used when ...
FreeAgent: How Often Does The Data Sync Occur?
Overview Once the you have enabled the integration between Matters.Cloud and FreeAgent the following schedule will apply: Process Frequency Export Clients from Matters.Cloud to FreeAgent Real Time Export Matters from Matters.Cloud to FreeAgent Real ...
FreeAgent: What Data Fields Do You Sync?
Overview The following data is included within the integration: Data Fields: Clients The following data is exported to FreeAgent: Contact / Organization contact.first_name contact contact.first_name contact.last_name contact contact.last_name ...