Integration · Office tools

i-Reserve and Google Drive

With Google Drive you manage documents per customer, booking or object directly in i-Reserve, while the files stay in your own Drive.

Type: Native · module CRMFrom: Bronze

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How it works

i-Reserve works as a file manager on top of your own Google Drive account. With a customer, booking, company, event or object you see the matching folder, where you view, upload, rename, move, copy and delete files. The folders follow a structure you set up yourself, and i-Reserve can create missing folders automatically.

What it delivers

With every booking you find the related documents straight away, each document in the right place. You upload, open and share files without switching between systems. The files stay in your own Google Drive, where you can always open them directly as well.

What you need

For this integration you need a Google account with Google Drive, preferably a separate account for the integration, and an OAuth client in Google Cloud with the Google Drive API enabled. In i-Reserve you need the CRM module.

Extra options

Permissions: with the permissions in i-Reserve you decide per section who may view, create or delete files.

Shareable link: create a shareable link to a file from within i-Reserve.

How to switch it on

Create a project in Google Cloud, enable the Google Drive API and create an OAuth client
Add the integration in i-Reserve, enter the client ID and client secret and give consent in two steps
Choose the base folder and the folder pattern
Give your users Drive permissions and test uploading, renaming and deleting

Simply do it yourself, or have it included in the setup.

Manual for this integration

Frequently asked questions about Google Drive

What is the integration between i-Reserve and Google Drive?

With the integration you manage your documents directly from i-Reserve, while they stay in your own Google Drive. i-Reserve works as a file manager on top of your Drive, organised per customer, booking, company, event or object.

Where are my files stored?

In your own Google Drive account. i-Reserve does not store the files itself, but manages them for you: the folder structure, uploading and access. You keep full control over your Drive.

How are documents organised?

Per customer, booking, company, event or object, following the structure you are used to in i-Reserve. With every booking you immediately find the related documents, without searching in Drive.

What do I need to set up the integration?

You set up the integration in two places: first you create an OAuth client in Google Cloud, then you set up the integration in i-Reserve. The steps are in the manual.

Do I still need to work separately in Google Drive?

No, you manage documents from i-Reserve, without switching between systems. The files are still in Drive, so you can always open them there directly too.

Is this secure?

The integration runs over a secure OAuth connection with Google and works within your own Google Drive account. With the permissions in i-Reserve you decide who can manage which documents.