Connect a company to Juan and Google Drive

An admin sets up each company and its connections. Members assigned to the company can operate its existing workflows, but do not configure credentials, folder settings, or automatic sending.

Add and verify the company

1. From Home, choose Add company.
2. Enter the Juan API key for the intended organization in the Connect step.
3. In Review, check the returned organization details and choose Add company.
4. Follow the setup steps for Drive, purchases, and sales, or return to them later in Company settings.
5. Open Company settings → General for company details, or Juan data for synchronized contacts, accounts, and tax rates.

Verification reads the organization and its reference data, including contacts, accounts, and tax profiles. If verification fails, check that the key belongs to the intended organization and remains active. Do not put the key into a help request or screenshot.

Link the correct Drive folder

Open Company settings → Drive. Configure the purchase folder and, if needed, the separate sales folder. The folder a file arrives through determines its purchase or sale side.

1. Share the folder as Viewer with the Google service account named by Mendiola's connection instructions or error message.
2. Paste the folder link into the appropriate side's field.
3. Use Test access to check that the service account can see that folder.
4. Save the configuration, then use Sweep now when you intend to read the folder.

A folder visible in your personal Google account is not necessarily visible to the service account. If the test names a service-account configuration failure, report it to the operator rather than repeatedly changing the folder.

Set a schedule

Choose Off, Daily, Weekly, or Monthly and the time in Asia/Manila. A weekly schedule needs at least one day. For a monthly schedule, choosing day 31 uses the last day in shorter months.

The scheduled sweep starts within the ticker's five-minute interval after the chosen time. Check Next run after saving. Off leaves manual sweeps available.

Review sending separately

A working folder or schedule does not itself authorize sending. Check the company's sending mode and review controls before reading real files. With automatic sending enabled, eligible files can create real drafts in Juan without another click.

Restoring an archived company leaves sending and schedules off. Recheck them deliberately after restoration. See archiving and restoring.