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Discussion on Google Workspace Integration module for Perfex CRM - Google Drive, Sheets, Docs, Forms & Slides

Discussion on Google Workspace Integration module for Perfex CRM - Google Drive, Sheets, Docs, Forms & Slides

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61 comments found.

Hello, do i need payed G workspace plan or i can use this module with a basic personal Gmail account and still share sheets with all the staff (read/write)

No you dont need to purchase a workspace plan. You can use it in a personal account.

I can access existing files in google drive?

You can. Of course.

Any plans to do this Google Workspace module for RISE CRM any time soon? Tks.

Thats not currently on our plans.

Good afternoon, they closed my ticket #44265 and have not given me a solution. It has been 2 months since I bought the module and I still can’t use it. I would appreciate it if you could help me with a timely and effective solution.

I just got back from the support team.

Ticket 44265 is closed due to inactivity from your side, as it was expecting a reply at the question our team has placed to you.

Please continue the conversation within it or raise a new ticket, so our engineers can help you.

In none of their answers they give a solution, so what is the point of answering?

You said that you didnt received a solution but you ignored the last question asked from the support operator, which is a part of the troubleshooting process.

You are obviously free to do so, but how you are expecting a solution to a problem, without cooperating with the troubleshooter and answer to his questions?

Please continue the conversation within it or raise a new ticket, so our engineers can help you.

When I try and install this module I am getting a page error 413. Page expired? I am running PHP 8.2 and the latest version perfex.

Please consider raising a support ticket so our team can help you with the issue you are locally facing. That shall not happen.

Can you relate docs to clients or projects? That would be great

Thats something we do plan to integrate in a future release.

Hello, I just bought you module. If I want to connect with google API I got error 403 in redirect: ..../admin/google_drive/redirects?code=4/0AQlEd8w7FWo-hO6ckr4FLwXtEaosjfiwOTyqiX4LKFUs1qpyKEOdNdvQc8kmFP9cGX6KIA&scope=email%20profile%20https://www.googleapis.com/auth/drive%20https://www.googleapis.com/auth/drive.metadata%20https://www.googleapis.com/auth/drive.file%20https://www.googleapis.com/auth/documents%20https://www.googleapis.com/auth/spreadsheets%20openid%20https://www.googleapis.com/auth/userinfo.profile%20https://www.googleapis.com/auth/userinfo.email&authuser=0&prompt=consent Can you please help out. Thank you

Hi.

Sure thing – Can you please raise a support ticket within the support portal? Our team will assist you with the issue you are facing.

Hi I raised a ticket in your support area. Thank you

even though following the manual step by step I get this error:

Access blocked: authorisation error

The OAuth client was not found. If you are a developer of this app, see error details. Error 401: invalid_client

Can you please raise a support ticket within the support portal? Our team will assist you with the issue you are facing.

I would buy this if it had folders to organize. Until then I’ll be checking back.

Thanks for the feature request – That was noted.

Hello,

when saving the settings i am getting this error Error 400: redirect_uri_mismatch

Request details: redirect_uri=https://zapier.themesic.com/admin/google_sheet/redirects flowName=GeneralOAuthFlow

Can you please raise a support ticket within the support portal? Our team will assist you with the issue you are facing.

Pre-sale: can I organize Sheet documents by folders? Example:

I create folder A: inside that folder I enter 4 files

Hello.

Fetch function pulls directly all Google Sheets, as there is no categorization function provided by Google.

Hello, good day. Is it possible to create folders within Perfex? This could help to better organize and make it easier to locate files or links. Only having links can complicate the search and management of information. With 10 files it is fine, but from 20 onwards the management becomes more complicated.

I understand your feature request and we will note it for potential implementation. Thank you.

Hello, good day.

I would like to know if it is possible to consult the information in the Perfex databases in Google Sheets. Is there any kind of synchronization available for this?

It would be very useful to have this functionality.

Thank you.

Hello.

We do use Google Sheets API for syncing – things relared to Perfex installation (Leads, etc) are outside of this scope.

Is it possible to view tables for invoices, leads, tasks, projects, and proposals?

As i already mentioned in my previous reply, such functions are outside of the scope of this module

Hello,

when saving the settings i am getting this error Error 400: redirect_uri_mismatch

Request details: redirect_uri=https://zapier.themesic.com/admin/google_sheet/redirects flowName=GeneralOAuthFlow

Hello.

Sounds like you left factory credentials there, without setting up your own app (steps to do so are included in the documentation).

Please raise a support ticket, so our team can assist you.

in demo it’s not showing how to share sheets, because many accounts have hundreds of old sheets, there should be some way to fetch only selected sheets.

You cannot fetch selectively – Fetch function is supposed to fetch account’s data related to Google Sheets

Can you please add option where only selected documents can be connected and shared?

Thanks for the suggestion. We will evaluate it as a feature request.

Do you have google drive integration option? and once any folder assign to any project other member of project will be get assign automatically and even member of the project can also create the google doc and google sheet by them self and even add any file in particular drive folder?

I mean just need to work same way like google drive work if google drive assign to any user, see how google working, same like that?

We dont have such a module – but its currently under development, so its expected to be release out soon.

Is it possible to link the projects to a table. So you can jump directly from the project to the appropriate table?

This module’s scope is to manage Google Sheets – what you ask for can only be done after applying it as customization, but we will consider it for a future version’s implementation.

Hey, I want to buy this and I have a question.

If my staff doesn’t have @gmail.com emails will it still work normally? Each stuff will be able to edit the sheet and we will see who done it?

You dont need Perfex staff email accounts to include a gmail address.

But you will need to share the necessary access with the people you wanna share those sheets, in order for them to access them (or make them public)

Please continue to develop more google docs. I will buy it if you develop it

Thanks for your suggestion – that was noted.

pls check your file..it can not be download perperly then when i install plug in it does not works

Can you please raise a support ticket within support area with your issue? Team will take a look at it and advise accordingly.

hi, there are any plans to integrate with some perfex tables, like export all customers to a google sheets?

Hello and thanks for your valuable suggestion. It will be analyzed and potentially added in a future version.

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