External Connections

The External Connections feature allows you to connect and sync folders from external storage services into the system, automating asset import workflows and saving time when managing content across platforms.

👉 Currently, the external storage services, Admin can connect and sync assets to include:

Google Drive

Sharepoint

Dropbox

⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”.

How to Connect and Sync Folders from Google Drive

🔹 Step 1: Accessing External Connections

• Go to Client Profile -> Settings -> External Connections.

• In the "View Connections for Service": Click Dropdown menu and select the Google Drive service.

🔹 Step 2: Adding a New Google Drive Connection

• Click “ADD CONNECTION” and follow the instructions to connect to your Google account.

• After successful connection, select the folder on Google Drive you want to sync with the system and onfirm access permissions if prompted.

🔹 Step 3: Managing Google Drive Folder Connections

In the management table, you will see:

• Folder Name: The name of the connected folder.

• Last Synced: The last sync time.

• Synced by: The user who performed the sync connection.

• Auto sync: Toggle to enable/disable automatic syncing:

  • Toggle ON (black) to enable auto sync: The system will automatically sync new files from the Google Drive folder into the system, saving you from manual uploads.

  • Toggle OFF (grey) to disable auto sync.

• Actions:

  • Link icon: View connection details.

  • Trash icon: Delete the connection from the system.

  • Refesh Items: Refresh the latest status of files and folders from SharePoint. This action only works when Auto sync is enabled.

How to Connect and Sync Folders from SharePoint

🔹 Step 1: Accessing External Connections

• Go to Client Profile -> Settings -> External Connections.

• In the "View Connections for Service": Click Dropdown menu and select the SharePoint service.

🔹 Step 2: Adding a New SharePoint Connection

• Click “ADD CONNECTION” and follow the instructions to connect to your SharePoint account.

• After successful connection, select the folder on SharePoint you want to sync with the system and Confirm access permissions if prompted.

🔹 Step 3: Managing SharePoint Folder Connections

In the management table, you will see:

• Folder Name: The name of the connected folder.

• Last Synced: The last sync time.

• Synced by: The user who performed the sync connection.

• Auto sync: Toggle to enable/disable automatic syncing:

  • Toggle ON (black) to enable auto sync: The system will automatically sync new files from the SharePoint folder into the system, saving you from manual uploads.

  • Toggle OFF (grey) to disable auto sync.

• Actions:

  • Link icon: View connection details.

  • Trash icon: Delete the connection from the system.

  • Refesh Items: Refresh the latest status of files and folders from SharePoint. This action only works when Auto sync is enabled.

How to Connect and Sync Folders from Dropbox

🔹 Step 1: Accessing External Connections

• Go to Client Profile -> Settings -> External Connections.

• In the "View Connections for Service": Click Dropdown menu and select the Dropbox service.

🔹 Step 2: Adding a New Dropbox Connection

• Click “ADD CONNECTION” and follow the instructions to connect to your Dropbox account.

• After successful connection, select the folder on Dropbox you want to sync with the system.

• Then, click "Add Connection" button and Confirm access permissions if prompted.

🔹 Step 3: Managing Dropbox Folder Connections

In the management table, you will see:

• Folder Name: The name of the connected folder.

• Last Synced: The last sync time.

• Synced by: The user who performed the sync connection.

• Auto sync: Toggle to enable/disable automatic syncing:

  • Toggle ON (black) to enable auto sync: The system will automatically sync new files from the Dropbox folder into the system, saving you from manual uploads.

  • Toggle OFF (grey) to disable auto sync.

• Actions:

  • Link icon: View connection details.

  • Trash icon: Delete the connection from the system.

  • Refesh Items: Refresh the latest status of files and folders from Dropbox. This action only works when Auto sync is enabled.

If you have any questions, don't hesitate to ask, we're always here to help!