SharePoint & Google Drive Integration
The SharePoint and Google Drive integration allows Allfred to automatically store files in your company's own document storage.
The integration can be configured for:
Project Documents uploaded to the Documents section of a project
Task Attachments uploaded directly to tasks
During implementation, your team and Allfred Support will agree on which types of files should be synchronized. The integration can support one or both scenarios depending on your requirements.
This integration is designed for agencies that want to manage projects in Allfred while keeping all files stored in their existing SharePoint or Google Drive environment.
How the Integration works
When a user uploads a file to Allfred, the file is automatically copied to the connected SharePoint or Google Drive storage. The integration works in a one-way direction only: Allfred → SharePoint / Google Drive. This means:
Files uploaded to Allfred are automatically stored in SharePoint or Google Drive.
Files uploaded directly to SharePoint or Google Drive are not synchronized back to Allfred.
Changes made in SharePoint or Google Drive do not update data in Allfred.
Synchronization is not immediate but typically happens within a few minutes after the file is uploaded.
Initial Setup
To configure the integration, the client must first create a dedicated root ("home") folder in SharePoint or Google Drive. For example: Allfred.
A temporary service account with administrative permissions must then be provided so the integration can be configured. Once the setup is completed, these permissions can be removed if desired.
During implementation, the folder structure is defined together with the client. Different agencies often have different requirements for organizing files.
Examples of supported structures:
Allfred / Client / Brand / Project / Task
Allfred / Brand / Project / Task
Allfred / Client / Project
The structure can be customized to match your internal processes.
Automatically Created Folders
In addition to folders linked directly to entities in Allfred, fixed folders can also be created automatically. Common examples include:
Briefs
Deliverables
Attachments
Reports
These folders are created automatically and can be included in the folder hierarchy based on your requirements.
Accessing SharePoint or Google Drive from Allfred
Links to SharePoint or Google Drive folders are available directly in Allfred.
Depending on the setup, these links are typically displayed on:
Brand level
Project level
Task level
Some agencies prefer linking only to a shared brand folder and managing the internal folder structure directly within SharePoint or Google Drive.
Frequently Asked Questions
Why is my SharePoint / Google Drive link not working?
If a link in Allfred no longer opens the expected SharePoint or Google Drive folder, the most common reason is that the linked folder was renamed, moved, or deleted directly in SharePoint or Google Drive.
When this happens, the link button remains visible in Allfred, but the destination can no longer be found by the storage provider, resulting in an error page.
Other possible causes include:
The home folder was renamed, moved, or deleted.
One of the automatically created folders was renamed or moved.
SharePoint or Google Drive permissions were changed.
The folder structure was modified after the integration was configured.
If none of the above applies, please contact Allfred Support and provide the affected project, task, or folder location so the integration can be reviewed.
What happens when objects are renamed?
If a task, project, brand, or another linked entity is renamed in Allfred, the corresponding folder in SharePoint or Google Drive is automatically renamed as well.
This helps keep both systems aligned without requiring manual maintenance.
What happens when objects are deleted?
If a task or project is deleted in Allfred, the corresponding folder is also removed from SharePoint or Google Drive. Similarly, if a file is deleted in Allfred, the linked file is removed from the connected storage.
Who owns the created files and folders?
All folders and files created by the integration are owned by the service account that was used during the initial setup. This is the account provided specifically for configuring the integration.
Does the integration support document versioning?
No. The integration does not manage document versions. If versioning is required, it must be handled directly by SharePoint or Google Drive.
Are there any file size limits?
No. The integration itself does not impose file size limits. Any limitations are determined by SharePoint or Google Drive.
What happens if someone renames or moves folders in SharePoint or Google Drive?
If a linked folder is renamed, moved, or deleted, the connection between Allfred and SharePoint/Google Drive may stop working. The button or link in Allfred will remain visible, but opening it may result in an error returned by SharePoint or Google Drive.
Are changes made in SharePoint or Google Drive synchronized back to Allfred?
No. Moving files or folders inside SharePoint or Google Drive does not update the structure in Allfred. Likewise, creating new folders or uploading files directly in SharePoint or Google Drive does not create corresponding records in Allfred.