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PRACTALUMA INTEGRATIONS

Google Drive

Copy selected files from Google Drive into the client record.

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01 / THE OVERVIEW

The connection.

Bring a file into PractaLuma without moving or changing the original in Google Drive. Imported files become a snapshot in the record, not a live link to an external document.

02 / THE POSSIBILITIES

What you can do.

  • Read files from your connected Google Drive.
  • Copy selected files into the relevant client record.
  • Import Google Docs, Sheets and Slides as PDF snapshots.
03 / GETTING STARTED

How to connect.

  1. Connect Google Drive from Luma connections.

  2. Choose the file and the client record it belongs to.

  3. Review the imported copy in PractaLuma.

Good to know

The connection is read-only. Changes to the original file are not synced into an imported copy; import a new snapshot when needed.

KEEP EXPLORING
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OneDrive

Bring a copy of a selected OneDrive file into the client record.

Read-only file import
BUILT AROUND YOUR PRACTICE

Your tools. A more connected day.

Explore how Google Drive fits into your PractaLuma workflow.

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