Google Drive: Setting Up Your Integration
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 every Opportunity created in Matters.Cloud.
- Access Documents / Files saved directly to Google Drive within Matters.Cloud.
- Define a set of Default Folders to be created within Google Drive or each Matter or Opportunity created within Matters.Cloud.
Connecting Matters.Cloud with Google Drive
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the following tile:
Step 3: Export Existing Matters
To get started using Google Drive it is recommended you export your existing Matters by clicking the Export matters button on the Google Drive tile.
This will do the following:
Step 4: Export Existing Opportunities
To get started using Google Drive it is recommended you export your existing Opportunities by clicking the Export opportunities button on the Google Drive tile.
This will do the following:
Create a new Contact (Organization or Contact) folder within Google Drive for every Contact that has associated Opportunities within Matters.Cloud.
Create a new Opportunity folder within Google Drive for every Opportunity within Matters.Cloud.
Further information on using Google Drive is available from the Google Drive Support Site:
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 ...
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: How Often Does The Data Sync Occur?
Answer Once the you have enabled the integration between Matters.Cloud and Google Drive the following schedule will apply: Process Frequency Export Clients from Matters.Cloud to Google Drive Note: Includes both new and updated Client records. Real ...
FreeAgent: Setting Up Your Integration
Overview The Matters.Cloud + FreeAgent integration is available to all FreeAgent subscribers and allows users to: Export Clients from Matters.Cloud to FreeAgent. Export Matters from Matters.Cloud to FreeAgent. Export Invoices & Credit Notes ...
Xero: Setting Up Your Integration
Overview The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to: Export Clients from Matters.Cloud to create Customers in Xero. Export Matters from Matters.Cloud to create Tracking Categories in Xero. Export ...