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Configuration - Google Cloud Application

Step 1: Create a Google Cloud Projectโ€‹

  1. Go to Google API Console.
  2. Click Create a project and give it a name.

Step 2: Enable Required APIsโ€‹

  1. Select your project and click Enable APIs and Services.
  2. Search for and enable each of these APIs:
    • Google Drive API
    • Google Docs API
    • Google Sheets API
    • Google Slides API
  1. Go to the OAuth consent screen tab.
  2. Choose the appropriate publishing status:
    • Production: Your site must use HTTPS.
    • Testing: Can use HTTP or HTTPS; an additional auth page appears during authentication.
  3. Click Edit App and fill in the required information.
  4. Click Save and continue through the Scopes and Test Users steps.
  5. Click Back to dashboard from the Summary tab.

Step 4: Create OAuth Credentialsโ€‹

  1. Go to the Credentials tab.
  2. Click Create credentials โ†’ OAuth client ID.
  3. Select Web application.
  4. In Authorized redirect URIs, add: 
    https://yourdomain.com/admin/google_workspace/redirects
    (Replace yourdomain.com with your actual domain.)
  5. Click Save.

Step 5: Connect to Perfex CRMโ€‹

  1. Copy the Client ID and Client Secret from Google Cloud.
  2. Paste them into the module settings in Perfex CRM.
  3. Click Save & Authorize.
  4. If in Testing mode, select Continue at the consent screen.
  5. The Google Sheets Integration status should now show Authorized.
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