How do I integrate my Google Drive account with Mindmatrix?

How do I integrate my Google Drive account with Mindmatrix?

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Feature:

You may integrate your Google Drive account with Mindmatrix AMP.


Who will be using this?


Marketing managers in particular; but any users with administrative access who wish to push documents stored in Google Drive to the Document or Image gallery in Mindmatrix.


Benefits:


Automatically push documents from Google Drive into Mindmatrix.


Google Drive is integrated with Mindmatrix as an Add-on. To enable Google Drive integration, email support@mindmatrix.net.)

A Super admin can click on their profile icon and then click on the “view” hyperlink that will appear in the upper left-hand corner. This will be direct them to the profile info page. From there, they can click on the “Configure Add-on” hyperlink.




When the configure button is clicked, a Super admin will have access to authenticate their Google Drive account to Mindmatrix. 

Mindmatrix would redirect the page to the Google login page for authentication.




The user will enter their credentials and the login page will redirect back to Mindmatrix sync setting page if the credentials are correct.




Once Google Drive is configured, we can select the Folder which needs to be synced, the time interval and Time Zone.

There are two settings to select for the Google Drive path:

a) The user has the option to specify the root folder path to sync files. This means that Google Drive will sync files to Mindmatrix as long as they are in the root folder or a subfolder.  If the folder path is set to empty, then Mindmatrix would sync all files from the main Google Drive and its sub folders.
b) The user also has the option to select the sync interval.  Mindmatrix would verify and sync all the new and updated files in Google Drive as per the sync interval chosen from the dropdown menu.
c) The user can select the time zone so as to decide when the sync should occur.

This folder/documents can be shared with other users as well with the Permissions to View, Edit, Delete, Owner, Share and Copy.







What happens after the sync path is entered and saved?
  1. Once the folder path and sync interval is saved, Mindmatrix will sync all files available on Google Drive as part of the first import. Depending upon the number of files in your folder, you should be advised that the initial sync may take a few hours to complete.
  2. Once the first import is complete, only updated and new files will be synced as per the time interval selected by the user upon setting up the integration.  
NOTE: This also includes deleted files on Google Drive.  If the file is removed from the Google Drive folder, then it will be deleted in Mindmatrix.

File filter and descriptions from Google Drive to Mindmatrix:
  1. Folder and subfolder names will sync as filters to Mindmatrix.
  2. If the file type is a PDF, Mindmatrix will read the first page of the PDF and the first-page text will be saved as file a description automatically within the character limit set by the description field in Mindmatrix.
  3. The following JSON can also be added to the file description to add more filters to the files. For example to add the filters "Technical" and "Video" to the file, include the following: {"ctags":[{"ctag":"Technical"}, {"ctag":"Video"}]}

Google Drive document sync examples:



The above image of My Drive > Mindmatrix Documents > CRMS, has two files and a sub folder. 

If we go into the sub folder under My Drive > Mindmatrix Documents > CRMS > SFDC Screenshot, the folder has one file.
After the first import is complete, Mindmatrix would show all files in the document section with folder names as filters.


If you click to edit any document’s properties in this section, you will see a screen displaying the filters, description and file name in Mindmatrix.




When both filters are selected with the AND condition, the user is able to see the exact files available in the specific Google Drive folder.



When the user clicks on the View option on the files that were synced from Google Drive, Mindmatrix will open the doc in Google Drive.




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