Google Drive: Setting Up Your Integration With Matters.Cloud

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 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 2: Connect To Google Drive

Click the Connect button on the Google Drive tile and the following form will be displayed:


Select your Account, enter your Password for Google Drive and click the Sign in button.


The system will then return you to the Integrations Portal and display Connected on the Google Drive tile as follows:



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:

  • Create a new Client folder within Google Drive for every Client that has associated Matters within Matters.Cloud.

  • Create a new Matter folder within Google Drive for every Matter within Matters.Cloud.

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.

Contacting Google Drive Support

Further information on using Google Drive is available from the Google Drive Support Site: 

    • Related Articles

    • 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 ...