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Google Drive Service Account Creation

Google Drive Service Account Creation

Create a Centralized Google Account to Upload Content into AutoRFP.ai

Louis Lloyd-Besson avatar
Written by Louis Lloyd-Besson
Updated this week

The AutoRFP.ai Google Drive integration requires access to your Google Drive in order to synchronise your files.

However, for organisations with more stringent security requirements you may prefer to create a specific service account which is only granted access to the particular files you would like to sync with AutoRFP.ai.

Creating a Google Service Account

Go to https://admin.google.com/ac/users (you will need to be a G-Suite Account Admin). Click on "Add a new user" at the top of the page.

Name it appropriately.

Go to https://drive.google.com/ and create a new folder.

Share the folder with the individuals who you would like to be able to add files to the integration, or you can share with with a G-Suite Group email to share the folder with all users within a group.

Adding Files to Integration Folder as a User

When a user wants to add files to the integration folder, they can do so by simply selecting all of the files they want to sync and selecting "Add Shortcut".

Tab over to "All locations" -> "Shared with me".

Select the shared folder, and click "Add"

Google Drive will ask you to confirm that you want to add the selected shortcuts to the shared folder. You will then be asked to confirm whether you want to share the files you are creating shortcuts to with the user which have access to the shared folder.

In order for the integration to work, the files will have to be shared with integration service account, so click "Add shortcuts" to continue.

You can then select the "AutoRFP.ai Integration Content" folder for sync with AutoRFP.ai, and any files user add to that folder will be automatically sync'd within 24 hours. See the Integrating with Google Drive guide for more details.

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