The integration syncs transactions, documents, participants, contacts, and users from BoldTrail BackOffice to a Google Drive location you choose. Each transaction gets its own sub-folder containing PDFs of associated documents, and key details are written to structured Google Sheets so the data stays readable and searchable in Drive.

Sync runs continuously once enabled. It stops only if you pause it, delete it, or your BoldTrail BackOffice subscription is canceled — in which case the integration is removed automatically. Any data already synced to your Google Drive remains intact.

You control the scope and pace.

You can sync all eligible records or limit the sync to records updated after a date you specify, and you can adjust sync frequency to manage usage against your plan limits.

BoldTrail BackOffice allows you to organize and back up your transactional files with Google Drive so your critical business data never gets lost.

If you want to create backups only for transactions moving forward, uncheck the Sync mark and click Apply. In case you want to keep all your transactions synced, don't remove the checkmark.

To set the frequency of the synchronization, click the clock icon on the left menu. Click Change and set the needed time. Then click Apply.

Now, click the Play button and enter your personal and payment information to set up the API nation profile.

Once finished, you will find new sync folders in your connected Google Drive. Please contact our support with any questions.

A top-level folder appears in the Google Drive location you selected. Inside it, you'll find a sub-folder for each synced transaction containing the relevant PDFs, plus Google Sheets that capture transaction, participant, contact, and user data. New and updated records flow in on the schedule you set, without further action on your part.

Files aren't appearing in Google Drive. Confirm the integration is active and hasn't been paused from the integration settings. Verify that the Google account used during setup still has write access to the destination folder, and that the folder hasn't been renamed, moved, or deleted in Drive. If the account's permissions changed, reconnect the integration to refresh authorization.

Some transactions or records are missing. If you set a last-updated-date filter during setup, only records modified on or after that date are included. Adjust the filter to a earlier date to backfill older records. Records that don't meet the sync scope you selected won't appear.

Sync is slower than expected or data looks out of date. Sync frequency is controlled in the integration settings and determines how often updates are written to Drive. Increase the frequency to shorten the gap, keeping your subscription's usage limits in mind.

PDFs are present but Google Sheets are empty or incomplete. This usually indicates the sync is still in progress on the initial run, especially for accounts with a large transaction history. Allow the first full sync to complete before troubleshooting further.

The integration disappeared from settings. The integration is removed automatically if your BoldTrail BackOffice subscription is canceled or lapses. Any data already synced to your Google Drive remains intact. To restore the sync, reactivate your subscription and set the integration up again.

You need to change the destination folder. The destination is set during initial setup. To move the sync to a different Drive folder, delete the existing integration and create a new one pointing to the new location. Previously synced files stay in the original folder unless you move or delete them manually.