How to Connect Dropbox, OneDrive and Google Drive to Bankflow

What Connecting Does

There are two kinds of connected account. A drive lets workflows read files from it and write results back. Accounting software (QuickBooks, Xero, Zoho Books, or Sage) is where invoices and receipts are sent; that's covered in sending to accounting. This guide is about drives.

A connected drive lets workflows read files from it and write results back to it. Connecting on its own does nothing: no folder is watched and nothing is imported until a workflow says which folder to watch and what to do with what lands in it.

What Each Service Can Do

Google Drive connects with Google's most limited file permission: Bankflow can see only the files it creates, and nothing else in your Drive. That's what keeps your Drive private, and it's also why Google Drive can't be watched for new files.

Connect an Account

Only the workspace's owner can connect or disconnect an account. In a client workspace shared with you, the list is there to read, and the page says so.

1. Go to Settings, Connected accounts. (You can also connect from inside the workflow editor with Accounts.)
2. The page lists every service on its own row, drives under Drives and accounting software under Accounting. Click Connect on the service you want.
3. Sign in to that service and approve the access Bankflow asks for.
4. You're sent back to Bankflow, where the connection is finished in the browser you started it from, and the account appears in the list, under its service, named by the email address it belongs to, with a green dot to show it is connected. A consent link opened anywhere else connects nothing, so nobody can land an account in your workspace for you.

More than one account

You can connect several accounts from the same service, such as your personal Dropbox and your practice's. Once a service has an account, its button reads Add another. Each account is listed under its service with a green dot while it's connected, so a workflow can read from one and write to another.

Reconnect an Account

If a service revokes or expires Bankflow's access, the account shows Needs reconnecting, and workflows that use it say so. Click Reconnect and sign in as the same account. The connection is repaired in place, and every workflow using it goes straight back to work.

Signing in as a different account adds a new connection rather than replacing the old one, since Bankflow won't point your workflows at a drive you didn't choose.

Disconnect an Account

Click the delete button beside an account, then Disconnect to confirm, or Cancel. Bankflow's access is revoked, and every workflow reading from that account stops. The workflows themselves are kept and marked as needing an account, so reconnecting puts them back to work. Statements and documents already imported aren't affected.

Security

• Bankflow asks only for the access a workflow needs. For Dropbox and OneDrive, that's your account's name and email, and permission to list, read, and write files. Write access is there so results can be saved back beside the originals. Google Drive gets the narrowest scope Google offers: the files Bankflow made, and nothing else.
• Access tokens are encrypted when stored, and are refreshed in the background. If a token can't be renewed, the account says so rather than failing silently on the next import.
• Bankflow never has your drive's password; signing in happens on the service's own page.

Next Step

With an account connected, build a workflow that watches a folder and delivers the results.