How to Connect Google Drive to XIntelliSync for Document Management

Business documents live everywhere — email attachments, desktop folders, shared drives, random browser tabs. Google Drive integration centralises document management inside XIntelliSync, so every file is attached to the record it belongs to.

Connection Steps

Connect Google Drive in under 3 minutes:

• Step 1: In XIntelliSync, go to Settings → Integrations → Google Drive
• Step 2: Click "Connect Google Drive" to begin the OAuth 2.0 flow
• Step 3: Sign in with your Google account and approve Drive access
• Step 4: XIntelliSync creates a dedicated folder in your Google Drive
• Step 5: You can now upload, browse, and attach Drive files from within the OS

What You Can Do

With Google Drive connected:

• Upload business documents directly from XIntelliSync to your Drive
• Browse your Drive files without leaving the platform
• Attach Drive files to invoices, projects, and client records
• Share documents with team members through the OS