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Version: Current

Google Drive and Google Sheets Connection Setup

Overview​

IB-X supports integration with Google Workspace services through Google OAuth 2.0 authentication.

Before configuring a Google Drive or Google Sheets connection, you must create and configure a Google Cloud project, enable the required APIs, and generate the necessary credentials.

IB-X provides separate connection types for Google Drive and Google Sheets because each service uses different Google APIs and permission scopes.

ConnectionPurpose
Google DriveFile and folder operations
Google SheetsSpreadsheet operations

The configuration process consists of the following steps:

  1. Create a Google Cloud Project
  2. Enable Required APIs
  3. Configure OAuth Consent Screen
  4. Create OAuth Credentials
  5. Create an API Key
  6. Obtain the App ID (Project Number)
  7. Configure the Connection in IB-X
  8. Sign in with Google

Create a Project in Google Cloud Console​

To start using Google APIs, create a Google Cloud project.

  1. Open Google Cloud Console.
  2. Sign in using your Google account.
  3. Click Select a Project in the top navigation bar.
  4. Select an existing project or click New Project.

To switch between projects:

  1. Click the current project name.
  2. Select the desired project.

Enable Required APIs​

After creating the project, enable the APIs required by IB-X.

Required APIs​

APIPurpose
Google Drive APIRequired for Google Drive activities
Google Sheets APIRequired for Google Sheets activities
Google Picker APIRequired for file and folder selection

Enable APIs​

  1. Navigate to APIs & Services.
  2. Click Enable APIs and Services.

  1. Search for each required API.
  2. Open the API.
  3. Click Enable.

Enable the following APIs:

  • Google Drive API
  • Google Sheets API
  • Google Picker API

The OAuth Consent Screen defines how users authorize your application.

  1. Navigate to APIs & Services → OAuth Consent Screen.
  2. Click Get Started.

  1. Enter an application name.

  2. Select a User Support Email.

  3. Choose the appropriate audience:

    • Internal – Available only to users within your Google Workspace organization.
    • External – Available to standard Google accounts.

  4. Click Next.

  5. Provide a contact email address.

  6. Review and accept Google's user data policy.

  7. Click Create.

After creation:

  1. Open the Audience section.
  2. Click Publish App.
  3. Confirm the action.

note

Testing Mode

Applications in testing mode can be accessed only by explicitly added test users.

Production Mode

Published applications can be used by any authorized Google account.

Create OAuth Credentials​

OAuth credentials allow IB-X users to authenticate with Google.

  1. Navigate to APIs & Services → Credentials.
  2. Click Create Credentials.
  3. Select OAuth Client ID.

Create an OAuth Client​

  1. Select Web Application.
  2. Enter a name.
  3. Copy the OAuth Redirect URL displayed by IB-X.
  4. Add the redirect URL to Authorized Redirect URIs.
  5. Add the application URL to Authorized JavaScript Origins.
  6. Click Create.

After creation, securely store:

  • Client ID
  • Client Secret

Authorized JavaScript Origins​

Google requires the application URL to be either:

  • A publicly accessible HTTPS URL
  • localhost

Internal machine names and private hostnames are not supported.

warning

Using an invalid origin will result in Google OAuth authorization failures.

Create an API Key​

An API Key is required for Google Picker integration.

  1. Navigate to APIs & Services → Credentials.
  2. Click Create Credentials.
  3. Select API Key.

After creation:

  1. Open the API Key configuration.

  2. Configure API restrictions.

  3. Enable access to:

    • Google Drive API
    • Google Sheets API
    • Google Picker API

  4. Save the changes.

Obtain the App ID​

IB-X requires the Google Cloud Project Number as the App ID.

To obtain it:

  1. Navigate to IAM & Admin.
  2. Open Project Settings.
  3. Copy the Project Number.

info

The Google Cloud Project Number is used as the App ID when configuring Google Drive and Google Sheets connections in IB-X.

Configure the Connection in IB-X​

Create either a Google Drive connection or a Google Sheets connection.

Provide the following values:

FieldDescription
Client IDOAuth Client ID generated in Google Cloud Console
Client SecretOAuth Client Secret generated in Google Cloud Console
API KeyAPI Key generated in Google Cloud Console
App IDGoogle Cloud Project Number
OAuth Redirect URLAutomatically provided by IB-X

Sign in with Google​

After saving the connection configuration:

  1. Click Sign in with Google.
  2. Select the Google account.
  3. Review the requested permissions.
  4. Approve access.

After successful authorization, Google redirects back to IB-X and the connection becomes available for use.

Google Sheets Connection​

Google Drive Connection​

Troubleshooting​

Invalid Client (401)​

Verify:

  • Client ID
  • Client Secret
  • Authorized Redirect URI configuration

Invalid Origin​

Verify:

  • Authorized JavaScript Origins
  • Application URL configuration

Only public HTTPS URLs and localhost are supported.

Developer Key Invalid​

Verify:

  • API Key is configured
  • Google Picker API is enabled
  • API restrictions include:
    • Google Drive API
    • Google Sheets API
    • Google Picker API

Picker Does Not Open​

Verify:

  • Google Picker API is enabled
  • API Key is configured
  • App ID (Project Number) is configured

Authentication Succeeds but File Selection Fails​

Verify:

  • Google Drive API is enabled
  • Google Picker API is enabled
  • The authenticated user has access to the selected file or folder

Limitations​

  • Users cannot delete files or folders they do not own.
  • Access to Google resources is limited by the permissions granted during authorization.