Last updated: 17 Jun 20262 min read
Settings — Integrations
What This Does
The Integrations page lets you connect external services to FINEXO PMS to enhance your workflow. Currently, Google Drive integration is available — allowing you to store client and task documents directly on your own Google Drive instead of Finexo's server.
Google Drive Integration
Connecting Google Drive gives users the option to store uploaded files on their own Google Drive account. This applies to:
- Documents uploaded to client profiles
- Documents uploaded to tasks
- Documents uploaded by clients via the Client Portal or WhatsApp
Connected Accounts
Shows all Google accounts currently linked to your workspace:
| Column | Description |
|---|---|
| Google account email address | |
| Disconnect | Remove the Google Drive connection |
Connecting a Google Drive Account
- Click Connect More.
- Sign in with your Google account.
- Grant the required permissions.
- The account appears in the Connected Accounts list.
Multiple Google accounts can be connected at the same time.
Disconnecting a Google Drive Account
Click Disconnect next to the account you want to remove.
Note: When uploading a file, users can choose between Finexo Server and any connected Google Drive account as the storage destination.