12.1. Export Reports to GoogleDrive

Starting with version 14.02, SocrateCloud allows the users who own Google accounts to export reports to Google Drive.

Necessary Setup

The role associated to the user needs to have the Can Export checkbox selected.

The setup is done at user level.

Step 1 - Access Google Drive API

This is done in the Google Drive Setup window, found in System Admin -> General Rules -> Security.

In order to access the Google Drive API, fill in the Client ID and Client Secret fields with the data obtained from the API console:

• The console can be accessed by using the link in the window. You need to be connected to a Google account.

• A window will be displayed containing the You don't have any projects! message.

• Click on the Create Project button and fill in the Project Name field in the new window, then press on Create.

• You might be asked for a telephone number so you can receive a verification code.

• Once the project has bee created, go to APIs & auth -> Credentials and press on the CREATE NEW CLIENT ID button.

• Select the Installed application and Other checkboxes, then click on the Create Client ID button.

• The data generated in the Client ID for web application section must be entered in the Client ID AND Client Secret fields.

Request the authorization code using the link in the window and enter it in the Authorization Code field.