Inbox vs Drive. To import from email, use the Gmail integration. Use Google Drive when invoices are saved as files in Drive. You can connect both, and link more than one Google account if files are spread across mailboxes or shared drives.
Connect Google Drive
1
Open Integrations
Navigate to Integrations in the sidebar.
2
Click Connect
Find the Google Drive card and click Connect. You’ll be redirected to Google’s OAuth consent screen.
3
Approve scopes
ClearSpend requests read-only access to Google Drive file metadata and content. You can revoke access at any time from your Google account.
4
Configure sync options
Choose the folder path to scan (default
/ClearSpendDocuments/) and a date range — last 90 days, since last sync, or a custom start date. When you pick Custom Date, a start date is required.5
Wait for the first sync
Most integrations finish their initial import within a couple of minutes. Large folders can take longer. The integration card will show the last sync time once complete.