Integration - Google Drive

PlanStreet inc allows you to integrate with G Suite, so you can assign task on google calendar and upload files on google drive from within the system.

1.   Log into your system and click on the integration icon on the left navigation bar. In the integration window you will find 3 options for integration. Click on G Suite Connect button. 

2.   A new window will appear  to choose an account you want to connect with PlanStreet.

3.   After choosing your account, google will ask you that 'PlanStreet wants to access your Google Account'. Scroll Down and Click on "Allow". 

This will allow PlanStreet to manage your Google Drive and also Google Calendar.

After hitting 'Allow' button you will get a confirmation message that you are connected now.

4.   Click on 'Documents' icon from from the left navigation bar. It will allow user to add folder and upload a file. User can also Share documents with other and also view files or folders other users are sharing with him. All files and folders will automatically update in Google Drive.

How to Sync your Google Drive with PlanStreet "Documents"

You can also display all your documents from Google Drive to PlanStreet. Click on the Document icon on the left navigation panel. It will take you to the Document page. Select "down sync" button and it will import all your existing Google Drive documents and folders on PlanStreet.