Introduction
Google Docs & Sheets Integration
This module enables seamless two-way synchronization between Google Docs, Sheets and CRM, empowering you to Create, Edit, and Manage Spreadsheets effortlessly, right from your CRM dashboard.
You can also find the documentation under this link Google Workspace Integration
You can view this video Google Workspace Video
Dependencies
No special dependencies are needed for this module but there are a couple things that you need to take care of.
Ensure that Cron Job of Perfex CRM is set up and running fine ( How to create a Cron Job in Perfex CRM ? ).This is needed for the two-way communication of your Google Sheets (potential changes that occur outside of Perfex CRM, through third-party software or manual ones).Enter the Access Token and your Secret key at the settings of the module, after creating an application at Google's Cloud Console.
You will find detailed steps about doing so, at the Configuration section.
Configuration
Our team provides screenshots for every single step of the configuration process.
Please ensure that you follow each step of the screenshots.
Google Cloud Application
You will need to create a Google Cloud Application in order to obtain an Access Token and a Secret, which will be used by our module.
These values have to be added to the Settings of the module.
You can access the Settings of the module by navigating here:
Please follow the steps below to create the needed Application:
1) Go to the Google API Console and Create a project.
a) Production: Your site should be HTTPS for this mode.
b) Testing: You can use any security protocol (HTTPS/HTTP) in testing mode. But you'll get an another page on authentication for this (last step of this guide will inform you about this).
Please make your choice. For this showcase documentation, we chose the Production mode.
5) Click on EDIT APP button and fill up the needed information:
6) Click Save and continue button on Scopes and Test users step.
7) Now click Back to dashboard from Summary tab.
8) Click on the Credentials tab from the left panel.
Click on Create credentials button and select OAuth client ID.
9) Select Web application as an Application type.
In 'Authorized redirect URIs', you need to add the following URL:
https://yourdomain.com/admin/google_drive/redirects
* Replace yourdomain.com with your actual domain.
10) After saving, you'll get the Client ID and Client Secret.
Add them to the settings and click on Save & authorize.
If you selected Testing mode in OAuth consent screen , you'll have one more step to complete - which is to select Continue at this screen:
You can now paste the given credentials at the settings of our module and Create, Edit and Manage Google Spreadsheets within CRM!