Integrate Google Drive with Holded to instantly export your sales documents to your Drive workspace. Follow the instructions below to activate the integration and find out how to send your documents to Google Drive.

If you want to find out more about the Google Drive integration, read this article

Integrating Google Drive with Holded

1. Go to the Control menu located in the upper right corner of the platform
2. Click on Holded Store
3. In the integrations section, locate Google Drive
4. Click the Activate button
5. You will be directed to a new screen, click on Connect with your account
6. Select the Google account you want to integrate with and grant the necessary permissions.

After following these steps the integration will be completed successfully.

Exporting sales documents to Google Drive

1. Go to Invoices, Budgets, or Proformas from the Sales section in the toolbar
2. Select the document or documents you want to export to Google Drive
3. A horizontal bar will appear at the bottom of your screen where you can select the Drive option
4. From the pop-up window, click Send
5. In the warning message, click Yes to confirm the sending

The sales document will be sent directly to the Invoices subfolder within the Holded folder that has been automatically created in your Drive workspace.

Disabling the integration with Google Drive

If you want to disable the integration, either because you need to link a different Google account or for another reason, follow the steps below.

1. Go to the Control menu located in the upper right corner of the platform
2. Select the Holded Store
3. Click on Google Drive
4. In the pop-up window, click Deactivate
5. Proceed by clicking on Confirm

After deactivation, if you want to connect to a different account, follow the steps described in the previous section How to integrate Google Drive with Holded. And to access the configuration options for this integration, go to: Settings > Integrations > Google Drive.