Integration with Google Drive

The EFFORT Integrator is an independent tool that could help in transferring data between Spoors & other client systems through Secured Application Programming Interface (API). You can post the data of the Works and Forms to the configured endpoints using REST API calls.

Google Drive is a cloud-based storage solution that allows you to save files online and access them anywhere from any smartphone, tablet, or computer. Using a cloud storage service like Google Drive has plenty of advantages, such as easier file sharing and having a remote location to backup your files.

This tutorial helps you to integrate EFFORT data with Google Drive. Here’s a quick summary of what we will cover:

Step 1. Generate Google Drive Credentials for Integration

This section helps you to create application in Google Developer Console and other credentials which are required to setup the integration in the EFFORT platform.

  1. Log in to Google Developer Console with below URL.

    https://console.developers.google.com/

  2. Create a project in Google Developer Console.

    Check out the Create a Project in Google Developer Console page to create a project.

    Here, we created a project named Google Drive Integration.

  3. Once you create the project, you will see the Enable APIs And Services button on the Dashboard page. Click on this button.
  4. The Google API Library page appears. Scroll down to the Google Workspace section. Click on the Google Drive API card.
  5. Click the Enable button.

    You will see the API overview page.

  6. Click on the link which is highlighted on the below screenshot to go to API & Services page.
  7. Now, go to OAuth consent screen tab, select External and click Create button.
  8. Enter the App name, User support email, and Developer contact information and click Save and Continue button.

    You will be moved to the Scopes tab.

  9. On this tab, click the Add or Remove Scopes button.
  10. Select Google Drive API checkbox and click Update button. Then click Save and Continue button.

    You will be moved to the Test users tab.

  11. Click Add Users button and enter user's email IDs to give access to the use the application. Then click Save and Continue button.
    The summary of the app will be displayed. Review the details and click Back To Dashboard button.

  12. Click Credentials tab. Then click Create Credentials button and select OAuth client ID.
  13. You will see the OAuth client ID page. On this, select Application type as Web Application and enter a name for the app.
  14. Click ADD URI button under the Authorized redirect URIs and enter the below url. Then click Create button.
    https://developers.google.com/oauthplayground

    A pop-up window appears with the Client ID and Client Secret details. Copy the app name, Client ID, and Client Secret details for further configurations.

  15. Now, open another tab and paste the below url.

    https://developers.google.com/oauthplayground/

    The Google Developers page appears.

  16. Click the gear icon located on the top right corner for OAuth configuration.
  17. Enable Use your own OAuth credentials checkbox and enter Client ID and Client secret details in the text boxes provided.
  18. In the left side section, click Drive API v3 and select the first one as shown below. Then click Authorize APIs button.

    You will see the Google sign-in page. Select your google account and click Allow to give access.

  19. Click Exchange authorization code for tokens button.
    The Refresh Token and Access Token are generated. Copy them for further configuartions.

Step 2. Create Endpoint Configuration

This section helps you to create an endpoint in the Integrator module.

  1. Login to EFFORT and click the Integrator card on the welcome page.

    You will see the home page of the Integrator module.

  2. Click on the Endpoints module. You will see the List of Endpoints page. On this page, click Create button.
  3. You will see the endpoint configuration page. Here, you must create an endpoint to which you want to push the data. Select End Point Type as Google Drive.
  4. Enter a name in the Endpoint Name field. Enter the Client Id which we copied earlier in the Username field and the Client Secret in the Password field.
  5. Enter the Application Name, Access Token, and Refresh Token which we copied earlier. Then Save the configuration.
    Check out the Google Drive Endpoint Configuration Options page to know more about the configuration fields.

    In the above screenshot, we have created an endpoint named as Google Drive Integration. After saving it, you can view the endpoint on the List of Enpoints page.

Step 3. Create Integration Configuration

This section helps you to create an integration configuration. Here, we will configure the trigger source from which data need to be pushed.

  1. Now, click on the Integrations module. You will see the List of Integration Configurations page. On this page, click Create button.
  2. Select End Point Type as Google Drive.
  3. Select the endpoint which we created earlier from the End Point dropdown.
  4. Enter a name to the configuration.
  5. If you wish to push the forms data, select Trigger Type as Forms or select Works to push the work data.
    In the above screenshot, we selected Trigger Type as Forms.
  6. Based on the selection in the Trigger Type dropdown, you will see either works or forms in the Trigger Source dropdown. Select a form from which you want to push the data.
    In the above screenshot, we selected Order Form from the Trigger Source dropdown.
  7. Set up the below fields as per your requirement and save the configuration.
    • Request Content Type
    • Response Content Type
    • Escalation Type
    • Enable
    • Retry Count
    • Success Key
    • Success Key Value
    • Avoid Modification
    Check out the Integration Configuration Options page to know more about the configuration fields.

  8. Now you can see the Google Drive Integration configuration on the Integrations page.

Step 4. Configure Fields

This section helps you to configure required fields from which you want to push the data. You can add fields and customize the destination keys as per your requirements.

  1. Click three dots icon and select Request Mapper.
  2. Click Add Fied button to configure the fields. Configure fields as per your requirement and save the configuration.

    In the above screenshot, we have added only three fields such as Select Product, Qty, and Price from the Order Form 1 form spec. Whenever the user submits the Order Form 1, the data in these fields will be pushed to the endpoint which you configured.

    Check out the Configure Fields for Integration page to know more about the Request Mapper configuration.

    Check out the Create Notifications for Integrations page to configure notifications for the integrations based on the push status. The notifications will be triggered to the given email IDs when the status of the data push is changed.

    The Google Drive Integration setup has been completed successfully.