Google Drive Integration
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Beverly Gustafsson
Although we received notice that 2-way sync is now enabled, it does not seem to be working. Is there something else we need to do in order to enable it in FC?
Amanda Aparicio
Beverly Gustafsson, nothing else you need to do on your end! We had to turn off the two-way sync to make some changes, but it should be back on. You can respond directly to the announcement email I sent you if you're still not seeing the changes!
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Diane Lyall
I would be interested in participating in the Beta testing.
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Beverly Gustafsson
I realize this might come into play once bi-directional sync is set up, but we need the ability to NOT duplicate files in Google Drive. If I upload a file directly to Google, it should not duplicate that file when I sync FC files/folders to Google drive
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Kylicia Heinzelman
I'm happy to be a beta too!
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Carla Matthews
I am happy to be a beta tester if you need more.
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Arlee Hoecherl
What is the current status ? When will it be released.. Looking forward to it.
Amanda Aparicio
Arlee Hoecherl, this is stil in our private beta testing! We have the one-way sync working and are currently developing the two-way sync which will take some time
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Arlee Hoecherl
Amanda Aparicio Question 2 way would be bi-directional and to see both main drive and shared drive would be an asset. .i.e. the client source documents are saved on the "shared drive' and shared with client and prospects alike.
Amanda Aparicio
Arlee Hoecherl, for the two-way sync, essentially any change you make in the
Client Files
of FC would be reflected in the integrated drive (and visa versa). That way, everything in FC matches what is in Google Drive so that it's easier to manage files across systems. Let me know if that answers your inquiry!A
Arlee Hoecherl
Amanda Aparicio Yes great answer- question - can we select which clients folders we want to sync with? For example 1 long term client have had for 20 years fo 20 separate Companies, and the google drive has all 20 years of folders with all the related source docs, meetings, billing, and accounting, and tax filings - Monthly payroll, staff timesheets etc.. furthermore- I would only want to sync the last say 4 years of data to FC.. (i.e that would require a little more selection detail ) For example I also use the online data backup system called Sync. In that I can select which series of detail folders to Sync (i.e there is a check box on every folder and Every Subfolder) turn on or turn off sync.
Amanda Aparicio
Arlee Hoecherl, great question! The way the two-way sync is designed is to sync
everything
between whatever folder you select in Google Drive and Financial Cents. That said, during the initial setup phase, there'll be a button you can click to sync everything in the connected folders. If you skip clicking this button, then we'll only sync (1) new items moving forward OR (2) items you manually click to sync. It's not a full solution like your example with Sync, but it's the closest I can think of off the top of my head!
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MOORE, Steve
Absolutely necessary
Amanda Aparicio
Merged in a post:
Integrate Google Drive from Google Workspace Business Plus
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Brian Hathhorn
Integrate Google Drive from Google Workspace Business Plus
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Jenna Yuill
Can you provide any feedback on HOW it would integrate? like what folder structure would it follow? will it integrate task attachments as well?
Amanda Aparicio
Jenna Yuill: for the two way sync, essentially anything that you do under
Client Files
in FC will also happen in Google Drive within the integrated folder. So if you already have a folder structure within Google Drive, that will get replicated in FC under Client Files
for the integrated clients. It won't automatically integrate task attachments, but if you move any files from tasks to the Client Files
level, those will get push into Google Drive. Does that make sense?L
Luke Schaeffer
Amanda Aparicio is there a timeline for this?
Amanda Aparicio
Luke Schaeffer, we're actually currently in our beta testing phase of this feature! We don't have a set timeline for when this will release to the broader FC population as it will depend on what bugs/issues we find during beta testing.
That said, let me know if you'd like to participate in our beta testing period, and we can get that setup!
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Luke Schaeffer
Amanda Aparicio I would love to join the Beta testing!
Amanda Aparicio
Luke Schaeffer, just sent you an email!
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Mohson Choudhry
Amanda Aparicio Hi, can I also do beta testing for this as well?
Amanda Aparicio
Mohson Choudhry, emailed you!
Amanda Aparicio
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