{"id":1459,"date":"2024-11-19T11:15:51","date_gmt":"2024-11-19T11:15:51","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&p=1459"},"modified":"2024-12-11T14:14:32","modified_gmt":"2024-12-11T14:14:32","password":"","slug":"google-configuration-features","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/google-configuration-features\/","title":{"rendered":"Google Configuration \/ Features"},"content":{"rendered":"
\n

From Latest Update Google configuration is moved into a separate config tab in Setup->Settings->Google<\/strong>, this will allow a clear overview of all related Google config and features integrated into Xodox CRM.<\/p>\n

In order to start configuring your Google Xodox CRM related features, you will need to create (in case you don\u2019t have one till now) a project into a Google Developers Console<\/strong>.\u00a0You can use one project to manage all of your applications, or you can create a different project specific for Xodox CRM.<\/p>\n

Because Xodox CRM is a standalone application and is installed on your server and you are the data controller and responsible for processing all the data, you will need to configure additional config on the Google Developers Console page.<\/p>\n

Prerequisite<\/h2>\n

Create New Google Developers Console Project<\/h3>\n

To get started, you need to first use the setup tool<\/a>, which guides you through creating a project in the Google API Console, enabling the API, and creating credentials.<\/strong><\/p>\n

In most cases, after you create the project with the setup tool<\/a>, the project will be auto-named My Project<\/strong>, but you can rename it manually to e.q. Xodox CRM, click here<\/a> to see how to rename the project.<\/p>\n

Generate API Key<\/h4>\n

Click on the top left sidebar toggle icon then APIs & Services ->\u00a0Credentials<\/strong> to create new API key.<\/p>\n

\"\"<\/figure>\n

Click\u00a0Create Credentials<\/strong>\u00a0then from the drop-down select API Key<\/p>\n

\"Google<\/figure>\n

Add this API key in Setup->Settings->Google<\/strong> in the\u00a0Google API Key input field<\/strong>, this will be your Google API key linked to Xodox CRM that will be used for various features.<\/p>\n

Create\u00a0OAuth client ID<\/h4>\n
The project\u00a0OAuth client ID at the time this article is written is used only for the Google Drive Picker feature, if you don\u2019t plan to use the Google Drive picker feature, you don\u2019t need to generate\u00a0OAuth client ID.<\/div>\n

While you are on the credentials page, click Create credentials<\/strong> and then\u00a0OAuth client ID<\/strong><\/p>\n

Google may ask you to set a product name on the consent screen, in most cases you will see this message \u201cTo create an OAuth client ID, you must first set a product name on the consent screen<\/strong>\u201c, click on the right button Create consent screen and fill all the required fields, see below example of the consent<\/strong>.<\/p>\n

\"\"<\/figure>\n

After you create the consent, save and refresh the create\u00a0OAuth client ID page, you should be able to start creating the\u00a0OAuth client ID key as shown below.<\/p>\n

\"Google<\/figure>\n
In the Authorized Javascript Origins<\/strong> field, make sure that you enter the correct Xodox CRM installation domain name, or if you have installed Xodox CRM on <\/strong>subdomain, make sure you add the subdomain as <\/strong>authorized domain name<\/strong>. The\u00a0Authorized Javascript Origins also should be the same domain name you added in consent Authorize domains area<\/div>\n

After you create the\u00a0OAuth client ID your credentials page should look like the image below.<\/p>\n

\"Google<\/figure>\n

You can now copy the client id<\/strong> and add this client id in Xodox CRM in Setup->Settings->Google->Google API Client ID.<\/strong><\/p>\n

\n

Google Features<\/h2>\n

Google Drive Picker (from v2.2.0)<\/h3>\n
Prerequisite for this feature is to have already configured in Xodox CRM Google API Key and OAuth Client ID<\/strong> as explained above<\/a>.<\/div>\n

NOTE: This feature requires verification from Google, see below for more more information.<\/strong><\/p>\n

Google Drive Picker is a feature added in Xodox CRM in Latest Update\u00a0this feature will allow you to link your\/staff members Google account and select files to be included in Xodox CRM directly from your Google Drive, similar feature exists in Xodox CRM with Dropbox<\/a>.<\/p>\n

Enable Google Drive API and Google Picker API Library<\/h3>\n

First, you need to enable the Google Drive and Google Picker API libraries in the project you created, to achieve this, click on the top left menu toggle then APIs & Services->Library <\/strong>and search for\u00a0Google Drive, <\/strong>click on the library and then click Enable <\/strong>then perform new search for Google Picker API<\/strong> and enable it.<\/p>\n

\"Google<\/figure>\n
\"Enable<\/figure>\n

Enable Google Drive in Xodox CRM<\/h4>\n

The Google Drive feature is disabled by default and can be enabled once you configure the Google API Key, the OAuth Client ID and enabled the Google Drive Library, after ensuring this, in order to enable this feature, you can navigate to Setup->Settings->Google<\/strong> and set\u00a0Enable Google Picker<\/strong> to Yes.<\/p>\n

Authentication Google Drive<\/h4>\n

Once you enabled Google Drive Picker, navigate e.q. to some area where the Google Drive is available, for example, in this case, we will use the project files Google Drive and click on the right button Choose From Google Drive<\/strong><\/p>\n

\"Choose<\/figure>\n

A new popup will be shown to choose your Google account that you will grant access for the application.<\/p>\n

\"Google<\/figure>\n

App Verification<\/h4>\n

After you select your account, probably you will see a message \u201cThis app isn\u2019t verified<\/strong>\u201c, it\u2019s your responsibility to ensure that the Project\/App you created is verified<\/strong>, you can click here<\/a> to read more how to verify your application, otherwise click on Advanced<\/strong> then\u00a0Go to [App Name] (unsafe) <\/strong>just to test this feature for your own account.<\/p>\n

\"Google<\/figure>\n

The verification process<\/a>\u00a0is clearly explained by Google and all the steps how you can verify your app, as Xodox CRM does not hold any data for your company, you will need to verify this on your own as you will use the Google Drive Picker.<\/p>\n

When Google asks for privacy policy URL, if you have a privacy policy for your main website, you can use this privacy policy or you can enable Xodox CRM GDPR features<\/a> and use privacy policy page directly from Xodox CRM.<\/p>\n

Support Features for Google Drive<\/h4>\n

Currently, Google Drive Picker is available<\/strong> for the following features:<\/p>\n