Automatically importing bills from a synced Google Drive folder to Melio saves you time and reduces manual errors. Once connected, bills from your chosen folder will appear under the Bills tab, where you can review and pay them.
In this guide, you'll see how to:
- Connect your Google Drive account from the Bills tab
- Connect your Google Drive account from Settings
- Disconnect your Google Drive account
Connect from your Bills tab
You can sync your Google Drive account and Melio accounts from your Bills tab. Here's how:
1- Sign in to your Melio account.
2- In your Pay dashboard, select the Bills tab.
3- Select the Connect an app button.
4- Find Google Drive in the apps list and select Connect.
5- You will then be taken through the process of connecting your Google Drive account. Choose which Google Drive account you'd like to connect, complete your sign-in, and allow Melio read-only access to your Drive.
6- You will be prompted to choose the single folder you want Melio to sync, then continue to allow Melio to access it. Connecting might take a minute.
Supported file types
Melio imports PDF, JPG, PNG, HEIC, and TIFF files. Other file types in the folder will not be imported.
7- Your Google Drive is now connected, and bill files already in your chosen folder will be added to your Bills tab. New files you add to that folder are imported automatically every hour.
8- New bills imported from your Google Drive account will appear in the Bills tab.
You can also find these imported bills listed with the vendor under the Vendors tab. You can select the bill listed under the Unpaid bills column or select Pay balance.
Connect from Settings
You can also sync your Google Drive account and Melio accounts from Settings. Here's how:
1- Sign in to your Melio account.
2- Go to Settings.
3- Select Sync and import from the left-hand menu.
4- In the Sync and import section, scroll down to the Bill Importing option. Under Google Drive, select Connect.
5- You will then be taken through the process of connecting your Google Drive account. Choose which Google Drive account you'd like to connect, complete your sign-in, and allow Melio read-only access to your Drive.
6- You will be prompted to choose the single folder you want Melio to sync, then continue to allow Melio to access it. Connecting might take a minute.
Supported file types
Melio imports PDF, JPG, PNG, HEIC, and TIFF files. Other file types in the folder will not be imported.
7- Your Google Drive is now connected, and bill files already in your chosen folder will be added to your Bills tab. New files you add to that folder are imported automatically.
8- New bills imported from your Google Drive account will appear in the Bills tab.
You can also find these imported bills listed with the vendor under the Vendors tab. You can select the bill listed under the Unpaid bills column or select Pay balance.
Disconnect your Google Drive account
Don't want to automatically sync your Google Drive account bills anymore? No problem, just follow these steps:
1- Sign in to your Melio account.
2- Go to Settings.
3- Select Sync and import from the left-hand menu.
4- In the Sync and import section, scroll down to the Bill Importing option. Under Google Drive account, select Disconnect.
5- Select Yes, disconnect it.
That's it! Your Google Drive account is now disconnected from Melio.