Export to Google Drive
Connect Google Drive and upload original invoice PDFs into a folder you pick, one at a time or in a batch.
Export to Google Drive
Admin+The Google Drive export uploads the original PDF of each document into a folder in your Drive. Connecting Google Drive is an admin or owner action. Once it is connected, anyone with the member role and above can run an export.
Connect Google Drive
Open Integrations
In the dashboard, open Settings, then the Integrations tab.
Connect Google Drive
Find the Google Drive card and click Connect. You go to Google's sign-in screen.
Approve access
Review the access Google asks for and click Allow. Google sends you back to the Integrations tab.
Pick a folder
Choose an existing Drive folder, or create one from the same screen, to receive your exported files.
Export a document
Open Documents and find the document you want. Open its row menu and click Export to Drive. The original PDF uploads to the folder you picked.
To export several at once, select the documents in Documents and click Drive in the batch bar.
File naming
Each uploaded file is named from the vendor, the document number, and the issue date, in the form {vendor} - {number} - {date}.pdf.
If a document has no number or date, Inbox Ledger drops that part and keeps the rest.
Automatic export
If you turn on the Google Drive target as an auto-export, every new document uploads on its own as it is captured. A manual export you run by hand does not retry on failure. If one fails, run it again from the document.
Related
Exports overview
Compare every export target.
Export to Google Sheets
Append documents as spreadsheet rows.
Export failed
Fix a stalled or rejected export.
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