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Google Services and Enterprise Connectors

The following Google connectors are available to be downloaded via the connector public library:

  • Google Calendar
  • Google Drive
  • Google Sheets

Google Services

Taking into consideration that each one of these connectors have their own configuration and their own defined parameters, it is recommended to read the Google API documentation for Google Calendar, Google Drive and Google Sheets.

Google Calendar

The Enterprise Connectors plugin has integration with the Google Calendar API.

Google Drive

The Enterprise Connectors plugin has integration with the Google Drive API.

Google Sheets

The Enterprise Connectors plugin has integration with the Google Sheets API.

To do this, an authentication configuration named Service Google Account is included by default inside the configuration auth section. This configuration only needs a service account file credential to work successfully.

When using a Google endpoint with PM Connectors particular settings must be configured.

Google Connectors Configuration Example

This example shows how to configure the following:

Configuring the Google Service Account

To generate the credential key needed to integrate ProcessMaker Enterprise Connectors with a Google account, follow these steps:

  1. Log in to your Gmail corporate email.

  2. Access the Google Developers Console page.

  3. Click Create to create a new project.

  4. The New Project window displays. In the Project Name field, enter the name of the project and then click Create.

    After creating the project, the project opens in the Service accounts tab.

  5. Click Create service account to create a new service account.

  6. The Create service account screen displays. To create an account, do the following:

    • In the Service account name field, enter a name for the service account.
    • Check the Furnish a new private key option to download the file that contains the private key.
    • From the Key type options, select the JSON option to download the private key as a .json file.
    • Click Create.

  7. The service is created and the .json file is downloaded to your local computer. Click CLOSE to close the confirmation message.

After closing the confirmation window, the service account is listed in the Service Accounts tab. The information from this list is used in the Authentication Configuration, and includes the "Service account name," the "Service Account ID (Email address)," the "Key ID," the "Key creation date" and its options.

Note: If you are integrating with Google Drive APIs, take into account that a service account must have permissions to access the Google Drive folders. For this purpose, you must share your Google Drive folders with the Service Account ID (Email address) configured in this section. For more information about service accounts and IAM roles, see Service accounts.

Enabling Google API

In order to allow the Enterprise Connectors plugin to access the user Google account information, it is necessary to enable the API requests. For this purpose, after the creation of a new Service Account, follow these steps.

  1. In the navigation menu, go to the APIs & Services > Library option.

  2. The API library displays. Go to the G Suite section.

  3. In the G Suite section, enable all Google API libraries needed for the Google connectors.

    • Click the Google Calendar API icon or link Google Calendar API to enable the Google Calendar API.
    • Click the Google Drive API icon or link Google Drive API to enable the Google Drive API.
    • Click the Google Sheets API icon or link Google Sheets API to enable the Google Sheets API.

    A similar window displays for each library:

  4. Click ENABLE.

Configuring Google Connectors

Configure Enterprise Connectors in your ProcessMaker instance to correctly run Google Services.

Connectors

To configure Google Enterprise Connectors, follow these steps:

  1. Log in to ProcessMaker as an Administrator.

  2. Go to Admin > PM Connectors > Connectors menu.

  3. The Connectors screen displays. At the top right of the screen, click the Download button to download the necessary connectors from the connectors library.

  4. The Download Connectors from the Library screen displays. In the Services drop-down menu, select one of the following Google connectors.

    In this case, select Google Calendar.

  5. All the available connectors for the Google Calendar display in the same screen. Download all the connectors by clicking the Download All button located at the bottom right of the screen.

  6. The connector status changes to Downloaded. Next to the Status column, the Replace button displays for each connector. Click Close.

    Note: After downloading all the connectors, the Google Calendar service, and the Service Account Google authentication configuration automatically download.

  7. The connectors are listed. Click Edit for each connector to change its settings.

  8. The Connectors screen displays. In the Services drop-down, ensure that the Google Calendar service is selected. In the Authentication Configuration drop-down menu, ensure that the Service Account Google is selected. Modify all the necessary parameters and finally click Save.

  9. Repeat the last two steps for each connector.

Authentication Configuration

The Service Account Google automatically downloads after you download the Google Connectors. After obtaining the private key from the Google Developers Console page, provide the authorization key to the Service Account Google authentication configuration. Follow these steps to provide the authorization key.

  1. Log in to ProcessMaker as an Administrator.

  2. Go to Admin > PM Connectors > Authentication Configuration menu.

  3. The Authentication Configuration screen displays. In the Service Account Google row, click Edit to see and edit the authentication configuration details.

  4. The Authentication Protocol Configuration window displays. Edit the file_credential parameter.

    Note: According to the Service Account configuration, the other parameters have been filled out.

  5. The Authentication Protocol Configuration window displays. In the Upload File field, click Choose File, navigate and then select the .json file generated in the Google Service Account. Click Save and the Authentication Protocol Configuration window closes.

  6. Finally, click the Test button to test the configuration. If the configuration test is successful, a green message displays at the top of the window. Click the Save button.

Services

The Google Calendar service automatically downloads after you download the Google Calendar Connectors. To see the service details and the Google Calendar version with which connectors are connected, follow the next steps:

  1. Log in to ProcessMaker as an Administrator.

  2. Go to Admin > PM Connectors > Services menu.

  3. The Services screen displays. In the Google Calendar row, click Edit to see the Google Calendar service details.

  4. The Services window displays. Click Close.