This integration allows you to export to your Google Drive folders all sales documents (invoices, estimates, proformas and tickets) created in Holded.
Enable Google Drive integration
Opens to the Menu in the upper right corner of the platform
Click Holded Store
In the integrations section, locate Google Drive
Press the button Connect and configure
You will be directed to a new screen, click on Connect with your account
Select the Google account you want to integrate with and grant the necessary permissions
Export sales documents to Google Drive
Access the list of invoices (or from estimates , or from proforms )
Select the document or documents you want to export to Google Drive
At the bottom of your screen will appear a horizontal bar where you can select the option Drive
From the popup window, press Submit
In the warning message click Yes to confirm the submission
The sales document will be sent directly to the Invoices, subfolder inside the Holded folder that has been generated automatically in your workspace in Drive.
Turn off Google Drive integration
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.
Opens to the Menu in the upper right corner of the platform
Select the Holded Store and locate Google Drive
In the pop-up window, tap Deactivate
Proceed by clicking Confirm