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Syncing documents to Google Drive

Maxime avatar
Written by Maxime
Updated over a month ago

Connect your Banqup space to Google Drive to automatically sync your business documents. This integration ensures your documents flow seamlessly to Google Drive.

Installing the extension

  1. Open the app launcher.

  2. Search for "Google Drive".

  3. Click Install.

  4. Confirm access permissions.

Connecting to Google

  1. Click on Sign in with Google.

  2. After logging in, you may get a warning from Google. Click Continue.

  3. Allow Banqup to edit your Google Drive.

  4. Your Google Drive account is now connected. Your documents will be synced.

Disconnecting Google Drive

If you need to disconnect your Google Drive account:

  1. Go to the Google Drive extension in Banqup.

  2. Click Manage.

  3. Toggle of the Active setting.

  4. Confirm your decision.

Notes

  • Document synchronization occurs automatically for approved or sent documents.

  • Original documents remain in Banqup even after syncing to Google Drive.

FAQ

Can I sync historical documents from before I installed the extension?

No, only the documents arriving in your Banqup space after activating the extension will be synced.

Is the connection secure?

Yes, Banqup uses Google's secure authentication process. Banqup never stores your Google password, and all data transfers are encrypted.

What file format are the documents synced in?

Documents are synced in e-fff format.

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