Cloud Drive
Link your existing OneDrive or Google Drive so CartonCrew can save exports straight into your own drive and keep a folder per client and engagement there. Files stay in your drive with your drive’s permissions; CartonCrew keeps only links to them. One drive per organization.
Who this is for: Owners and Admins connect and disconnect the drive. Once it is connected, anyone who can export from a module gets a save-to-drive button beside the export.
Connecting a drive
- Open Settings → Cloud Drive. (The tab is there only while the Cloud Drive extension is on.)
- Under Connect a drive, click Connect Google Drive or Connect OneDrive.
- You are sent to Google’s or Microsoft’s own sign-in and consent screen. Sign in with the account whose drive you want to use and approve. CartonCrew never sees the password.
- You come back to Settings → Cloud Drive with “Drive connected.” The card shows the provider, the account, the date it was connected and its status.
Only the providers configured on your deployment are offered. Dropbox, where it appears, reads Connect Dropbox (soon) and cannot be clicked yet. If no provider is configured, the panel says “No drive providers are configured on this deployment.” — that is a platform setting, so contact support.
Someone who is not an Owner or Admin sees whether a drive is connected, but no connect or disconnect controls.
Switching, reconnecting and disconnecting
- Reconnect Google Drive (or Reconnect OneDrive) re-runs the sign-in for the connected provider. Use it when the status reads error and the panel says “The connection needs reauthorization — reconnect below.”
- Clicking Connect on the other provider switches to it. There is only ever one drive per organization, so the heading reads Reconnect / switch provider once one is connected.
- Disconnect removes the connection. Files already saved stay in your drive.
What the connection gives you
| Where | What you see |
|---|---|
| A client’s or engagement’s page | A ☁ Drive card. Create folder makes that client’s or engagement’s folder in your drive; after that the card lists the folder’s files and has Open folder →. |
| CSV exports (for example Requests, Expenses, Volunteers, Donors, Grants) | Beside Export (CSV or Excel), a Save to Google Drive or Save to OneDrive button that puts the same CSV in a CartonCrew folder in your drive and opens it. |
| Reports Manager job history | A Save button with the drive’s icon beside a finished report. |
With no drive connected, none of the save buttons appear and the ☁ Drive card says “No drive connected.” (with a link to Settings → Cloud Drive for an admin).
What it does not do
- It does not copy files from your drive into CartonCrew, and it does not sync. Files added in your drive may not appear on the ☁ Drive card — Open folder → takes you to the real folder.
- It does not change your drive’s sharing. Who can open a saved file is whatever your drive says.
Last updated: 2026-09-24 · Applies to: CartonCrew v1.110+