Installing And Configuring The Google Drive App
The Google Drive integration allows users to attach different-sized files directly from their Google Drive account to tickets and knowledge base articles.
Key Features:
- Has access to all files and folders and can view them.
- Search the files in Google Drive from BoldDesk.
- Upload the files to Google Drive from BoldDesk.
- Agent Portal - Attach the files to a ticket when creating, adding replies to tickets, private notes, and public notes.
- Customer Portal - Attach the files to a ticket when creating and adding replies to tickets.
- Attach the files to knowledge base articles.
Check out this video tutorial
How to install and configure Google Drive Integration
There are three steps to integrate Google Drive with BoldDesk, namely:
- Register a Google Drive app.
- Install Google Drive in BoldDesk.
- Attach the files to tickets from Google Drive.
Register a Google Drive app
-
Sign in to the Google Developer Console.
-
Click the Select a project option in the top left corner and then click NEW PROJECT at the top right of the dialogue box.
-
Enter the Project Name and Location, and then click Create.
-
To run the app, open the created project and add the Google Drive API and Google Picker API.
-
To access the API library, follow these simple steps:
- Click the Enable APIs and Services button.
- Search for the Google Drive API and the Google Picker API.
- Click the ENABLE button on each to enable both services.
-
Go to the Credentials tab. Click CREATE CREDENTIALS at the top, and then choose the API Key option. You can generate an API key here.
-
To add Google Drive Integration in BoldDesk, copy the API key.
-
To generate a client ID, click CREATE CREDENTIAL and choose the OAuth Client ID
-
Click the CONFIGURE CONSENT SCREEN button and select the External. Then, click the CREATE button.
-
Enter the App name and the User support email under the App Information
-
Enter the authorized domain under the Authorized domains option.
-
Enter the developer email under the Developer contact information option and click the SAVE AND CONTINUE
-
To add users, click the ADD USERS button under Test users.
-
Next, do the remaining steps and click the Save. You’ll be taken back to the previous screen.
-
Click the CREATE CREDENTIALS button at the top left of the tab again. Select the OAuth client ID option and click the Web application option under the Application type option.
-
Enter your BoldDesk domain name (e.g., https://support.xyzcompany.com) by clicking the ADD URL button under both the Authorized JavaScript origins field and the callback URL in the Authorized redirect URLs.
-
Click the CREATE button to generate the Client ID and copy it.
Install and configure the Google Drive app in BoldDesk
-
Sign in to BoldDesk.
-
Click the Admin menu > Marketplace
-
Search for and select the Google Drive
Click the Install.
-
In the Account tab, enter your API key and OAuth client ID which you copied while creating the Google Drive app and click Next.
-
In the Permission tab, select the appropriate roles for access and click Save to apply the changes. For more details, explore App Permissions & Visibility Guide.
FAQs
-
What does the Google Drive integration in BoldDesk allow me to do?
It lets users attach files directly from their Google Drive accounts to tickets and knowledge base (KB) articles, so teams can reference and share Drive content without leaving BoldDesk. -
Where in BoldDesk can I access Google Drive files after installing the app?
In the Agent Portal, you can attach Drive files when creating tickets, replying, and adding public or private notes; in the Customer Portal, customers can attach Drive files when creating tickets and posting replies; you can also attach Drive files to KB articles. -
Which Google APIs are required for this integration?
Enable both the Google Drive API and the Google Picker API in your Google Cloud project before connecting to BoldDesk. -
Can I restrict who in my organization can use the Google Drive app?
Yes. Use the Permissions tab to control read/write access by role, limit access by brand, and choose target modules (Tickets, Contacts, Contact Groups, Chat) where the app is visible.
