Connect Dext and Google Drive to unlock the power of automation

To connect Dext with Google Drive, navigate to your integrations tab in your account settings. Select Google Drive from the list of available apps and you'll be prompted to log into your Google account. Once authenticated, you can choose the specific Drive you want to link with and define what permissions Dext has.

Yes, you can customize various triggers for this integration. You might set up a trigger for when a new document is added to a specific folder in Google Drive or when a document in Dext is updated. These triggers allow you to automate workflows based on specific actions within either platform.

You can automate several actions such as uploading a receipt from Dext directly into a designated folder in Google Drive or creating a folder in Google Drive when certain conditions are met in Dext. These automations help streamline document organization and ensure critical files are saved appropriately.

Generally, you'll need permission to access both your Dext account and your Google Drive files. Specific permissions include the ability for the app to view and manage your folders on Google Drive, which you’ll grant during the setup process.

When uploading files from Dext to Google Drive through our integration, common file formats like PDF, JPEG, and PNG are supported since they are typically used for receipts and invoices. Make sure your documents are saved in these formats before uploading.

Files uploaded from Dext should appear almost instantly on your linked Google Drive; however, this might vary slightly depending on network speed and server loads. Generally, you can expect them within seconds after confirmation of upload.

If there's an error during file transfer between Dext and Google Drive, our system will alert you immediately through an email notification or via your dashboard alerts. You will then be able to review the issue at hand—often related to connectivity—and retry once resolved.