Most SellerLegend reports don't stop at the download. They go on to an accountant, a VA, a bookkeeper or a shared team folder, and until now that meant downloading each file and uploading it again somewhere else.
SellerLegend can now do that step for you. Tick one box when you export, and the finished file is saved to a SellerLegend Reports folder in your own Google Drive. Schedule the export, and every run lands there too.
What's new
Export windows now have an Also send to my Google Drive option. When the export finishes, SellerLegend uploads the file to your Drive as the same CSV or Excel file you would download. The report can still be downloaded in SellerLegend as before, and the "report ready" email now links to the copy in your Drive as well.
Where you'll find it
- Report exports: the export window on report tables, including scheduled exports.
- Profit & Loss: exports of the P&L report.
- Bulk Data Export.
- One-click exports: Cash Flow, VAT, Other Operating Expenses, Settlement Period and Notes now open a short Export Settings window with the same option once your Drive is connected.
Set it once, then forget it
The biggest time saver is scheduling. When you export a report table, tick both Repeat This Export Periodically? and Also send to my Google Drive, then pick daily, weekly or monthly and the day and time. Every run is uploaded without you doing anything, so a weekly orders or inventory report simply appears in the folder, ready for whoever needs it. See how to schedule reports for the full steps.
Schedules you created before this release are not changed. To send one of them to Drive, create a new schedule with the option ticked and delete the old one.
How to set it up
- Open your profile menu in SellerLegend and click Google Drive. You can also go to Account Settings, open the Security tab and click Connect Google Drive.
- Choose your Google account and approve. Keep the Google Drive permission ticked on Google's screen, or the connection will not complete.
- Export a report and tick Also send to my Google Drive. SellerLegend creates the SellerLegend Reports folder the first time.
Share without forwarding
Because every file lands in one folder, you can share that folder with your accountant or team once in Google Drive instead of emailing files every week. Each SellerLegend user connects their own Drive, so exports and schedules created by a team member go to that person's Drive.
Your Drive stays private
SellerLegend asks Google only for access to the files it creates. It can't see or change anything else in your Drive. If you disconnect Google Drive, uploads stop on all your schedules, and reconnecting does not switch them back on, so recreate the schedules you want to keep sending.
Good to know
- Files are uploaded as CSV or Excel. Google Drive can open them in Google Sheets, but they are copies of the export and don't update on their own.
- Scheduling is available for report table exports. Profit & Loss, Bulk Data Export and one-click exports are sent to Drive one export at a time.
- If an upload fails, the report can still be downloaded in SellerLegend, and the "report ready" email says why. If Drive access was removed, reconnect Google Drive. After a temporary error, a scheduled export uploads again on its next run; for a one-off export, request it again.
Read the full Google Drive exports release note, or see what else you can automate in automated reports and notifications and our other integrations.
New to SellerLegend? Start your free 21-day trial and send your first report to Drive today.
