This integration allows for the automated import of static (CRM) and time-series (Metrics) data from designated folders within Google Drive into Planhat. Files in .csv or .xlsx format can be fetched and imported at a configurable frequency, ranging from every 5 minutes to weekly. Authorized Planhat users can establish the connection by linking their Google Drive instance through the 'Integrate' tab, requiring appropriate Google Drive permissions. This feature streamlines data management by enabling scheduled imports from cloud storage, ensuring Planhat is updated with the latest information.

Features & Benefits

• Scheduled Data Import: Imports .csv or .xlsx files from selected Google Drive folders on a fixed schedule (5 minutes to weekly).
• Static and Time-Series Data Support: Handles both CRM (static) and Metrics (time-series) data for comprehensive tracking.
• Seamless Integration: Connects Google Drive directly to Planhat via the 'Integrate' tab for easy setup.