Google Drive Integration

Google Drive Integration

With the Google Drive integration you can:

  1. Connect Google Drive to Liscio
  2. Attach Google Drive files directly to Messages, Tasks, and eDocs in Liscio
    Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) are not supported at this time.

*Download the attached guide at the bottom of the article for more details*

How to Connect Google Drive to Liscio:

  1. Locate your profile on the lower-left corner of your navigation page.
  2. Click Third-party Apps in the upper tabs.
  3. Click Connect in the Google Drive box to authenticate your Google Drive account.

How to Attach Google Drive Files:

  1. Click +Add New and choose Message, Task, or eDoc.
  2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to AttachLiscioVault or Browse.
  3. Click Browse to find Google Drive.

Troubleshooting

If you receive a 400 Error from Google, please do the following:


 
  1. Go to https://myaccount.google.com/permissions and revoke access to the Liscio app.
  2. Go back to Liscio.
  3. Click on your Profile.
  4. Click Third-Party Apps.
  5. Disconnect from Google Drive, then reconnect.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • How to Use a Gmail Address for Liscio's e-Signature Integration Setup

        To use your Gmail address for Liscio's eSignature integration setup, you can simply add "+liscio" to your email address when setting up the Adobe Admin employee in Liscio. For example, if your email address is john@smithcpa.com, you can simply change ...
      • How to Add a Virtual Meeting to Your Google or Outlook Calendar (Zapier)

        After you have created a Virtual Meeting task in Liscio, you can add the event to you Outlook or Google Calendar using Zapier.  To Create an Outlook Event:  Click Make a Zap. In the Trigger App module, type to search Zoom.  Under Trigger Event, ...
      • Gmail Export Instructions

        Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...
      • How to Login with Google and Office 365

        Liscio offers one-click login (Single Sign-On) with Google and Office 365. 1. On the Liscio sign-in page, enter your Liscio username and password. 2. Click Login with Google if you have a Gmail account, or Login with Office 365 if you have a ...
      • How to Fix a 403 Forbidden Error

        The 403 Forbidden Error means you are trying to access Liscio from outside the United States. For security, Liscio is only accessible from outside the US when using a VPN (virtual private network). The security environment has changed. When traveling ...