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Google Drive

Connect Google Drive when you want to pick files at upload time instead of downloading them first.

  1. Open Data Sources → Available.
  2. Select Google Drive.
  3. Approve Google’s consent screen.
  4. Return to yggy and confirm that the card is Connected.

In Notes, connect Google Drive under Settings → Connections instead, then attach files to a note with Attach from connections.

Example: connect Drive, then open Sources → New → Upload file, choose the Drive source, and import Q3-invoices.xlsx. The file stays on Google until you import it. The connection belongs to the member who authorized it.

Imported Drive files stay live. yggy updates them after the original has been unchanged for 30 seconds.

See Provider OAuth for availability, reconnect, and disconnect.