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"Google Drive Integration" Page Guide

The "Google Drive Integration" page on WellyBox is designed to connect your WellyBox account to Google Drive. This makes it easy for you to save your receipts in Google Drive. Just link your Google Drive account on this page. After that, you can choose and send your receipts from the 'All Receipts' page directly to Google Drive. This feature helps you keep your receipts safe and organized in one place.

Connecting to Google Drive

To begin, click on the 'Connect Google Drive account' button.
You will be prompted to select the Google Drive account you wish to link with WellyBox.
After choosing your account, follow the instructions to authorize WellyBox to access your Google Drive.

Viewing Account Status

Once connected, the status of your Google Drive integration will be visible on this page.
You can see the email associated with the connected Google Drive account, the connection status, the date it was created, and the last time a sync occurred.

Once you link your Google Drive account to WellyBox, syncing your documents is easy.

Exporting Receipts to Google Drive

First, head to the 'All receipts' page within your WellyBox account.
Select the receipts you want to export by checking the boxes next to them.
Click on the 'Export' button to reveal a menu of options.
From the dropdown, choose 'Export to Google Drive'. The selected receipts will begin syncing to your connected Google Drive account.

Accessing Exported Receipts in Google Drive

After the export process is complete, proceed to the 'Export history' page on WellyBox.
Find the export transaction in your history list.
Click on the 'Actions' button next to the relevant export.
Select 'Find receipts in Google Drive' from the actions menu.
You will be redirected to your Google Drive, where you can locate the folder containing your exported receipts.

The next time you want to sync with Google Drive, you don't have to reconnect your Drive, but you'll need to actively export your documents. There's no automatic synchronization, giving you the freedom to choose which receipts to send to Google Drive and which ones to keep elsewhere.

Managing Your Google Drive Connection

To remove or change your connected Google Drive account:

Next to the account, click on the three dots located on the right side to open the dropdown menu of actions available.
Choose 'Delete' and click on it.
A pop-up will appear asking for confirmation to disconnect. Click 'OK' to confirm.
After deletion, you are free to add a different Google Drive account.

Note: Please be aware that you can connect only one Google Drive account to your WellyBox account at a time. This ensures a secure and organized management of your exported reports in a single, dedicated location.

Benefits of Google Drive Integration

Automatically save and organize your receipt exports in Google Drive.
Securely backup your financial data.
Streamline the process of sharing financial reports with your team or accountant.

Updated on: 19/02/2024

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