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Hvordan forbinder jeg Invantive Drive med Gripp CRM på 5 minutter?

Udfør følgende trin for at forbinde Invantive Drive med Gripp CRM. Du skal kun have kendskab til Invantive Drive, din egen virksomhed og Gripp CRM administrationen.

Gripp CRM er en cloud-løsning til kundeadministration. Gripp indeholder CRM samt projekter, timesheets og arbejdsgange. Gripp kan udvides ved at definere frie felter på organisationer, kontrakter, projekter og andre tabeller.

No technical knowledge is needed to show the documents of Gripp CRM in Windows Explorer with Invantive Drive. This step-by-step plan tells you exactly which steps to go through on Invantive Cloud and on your PC.

Trinene til at forbinde Invantive Drive med Gripp CRM er:

  1. Registrer en Invantive Cloud-konto.
  2. Opret en Gripp CRM-database.
  3. Install Invantive Drive on Windows.
  4. Sign in to Invantive Drive and choose the Gripp CRM database.
  5. Open your Gripp CRM documents in Windows Explorer.

Invantive Cloud offers a Gripp CRM connector for Invantive Drive, and 29 other platforms show their documents in the same folder of Windows Explorer.

Når du har spørgsmål, skal du tjekke forummerne for Gripp CRM. Alle organisationer har ret til 1 times gratis uddannelse, som hjælper dig med at komme i gang. Denne gratis time gælder også for gratis planer.

Registrer konto på Invantive Cloud

Spring dette trin over, hvis du allerede har en konto på Invantive Cloud. Ellers skal du udføre følgende trin én gang for at registrere en konto på Invantive Cloud:

  1. Gå til Invantive Cloud-startsiden .

  2. Vælg Log på-knappen.

  3. Tryk på Tilmeld-knappen. Tilmeld dig Invantive Cloud.

  4. Indtast din virksomheds e-mailadresse. Indtast virksomhedens e-mailadresse.

  5. Vælg Næste-knappen.

  6. Indtast dine personlige data. Indtast personlige data.

  7. Vælg Næste-knappen.

  8. Indtast din adgangskode og gentag den angivne adgangskode.

  9. Vælg Næste-knappen. Indtast to identiske adgangskoder.

  10. Du vil modtage en sekscifret bekræftelseskode via e-mail inden for 2 minutter.

  11. Indtast den sekscifrede bekræftelseskode. Sekscifret bekræftelseskode til validering af e-mailadresse.

  12. Tryk på Tilmeld-knappen.

  13. Log på nu. Tilmeld dig.

  14. Sørg for, at du har en godkendelsesapp installeret på din telefon. Vælg Næste-knappen. Forbered TOTP-konfiguration.

  15. Tilføj den viste QR-kode til godkendelsesappen, indtast den aktuelle bekræftelseskode, og vælg "Afslut". Scan QR-koden i TOTP-appen, og indtast den aktuelle kode.

  16. Spring registrering af organisationen over. Spring selskabsregistrering over.

  17. Udfyld dine personlige oplysninger, og vælg "Gem". Komplette personoplysninger.

  18. Gå til dashboardet. Naviger til dashboard.

  19. Invantive Cloud -dashboardet vil blive vist.

Du har nu en login-kode på Invantive Cloud, som du kan bruge til at oprette forbindelse til Gripp CRM og mange andre platforme. Du bruger den samme Invantive-login-kode og arbejdsgang til alle andre platforme.

Opret Gripp CRM-database

I dette trin opretter vi en database med data fra Gripp CRM. Databasen er "virtuel", fordi den ikke er en traditionel database, men får realtidsinformation fra Gripp CRM. Invantive Cloud forsyner Invantive Drive med et realtidslink til Gripp CRM. Databasen vil blive brugt til al din Gripp CRM-rapportering med Invantive Drive. Så du behøver kun at udføre disse trin én gang.

  1. Klik på knappen Tilføj database. Tilføj database.

  2. Vælg Gripp CRM på listen. Vælg Gripp CRM-konnektor.

  3. Udfyld venligst formularen med loginoplysninger til Gripp CRM.

  4. Vælg OK-knappen.

Tillykke! Du kan nu behandle data fra Gripp CRM på Invantive Cloud-webstedet. Det kan du f.eks. gøre med den interaktive SQL-editor.

Install Invantive Drive on Windows

Invantive Drive is a small Windows program. It registers a folder named Invantive Drive in Windows Explorer and fetches a document from the platform the moment you open it, the way OneDrive and Google Drive work.

  1. Download the installer of Invantive Drive and run it.

  2. Follow the installer; no settings are needed.

  3. After the installation, Windows Explorer shows a folder named Invantive Drive under This PC, and the Invantive Drive window opens.

Sign in to Invantive Drive and choose the Gripp CRM database

Invantive Drive signs in with your Invantive Cloud account and lists the databases of that account. Pick the one you created in the previous step.

  1. In the Invantive Drive window, choose Sign in and enter your Invantive Cloud user name and password, plus the code of your authenticator app when asked.

  2. Choose Add database and select the Gripp CRM database from the list.

  3. A folder named after the Gripp CRM database appears under Invantive Drive in Windows Explorer, with a subfolder per company and per kind of document.

Open your Gripp CRM documents in Windows Explorer

Explorer lists the names, dates and sizes of the Gripp CRM documents. A document is fetched the moment you open it.

Windows Explorer showing the Invantive Drive folder with the documents of Gripp CRM: one folder per company, one per kind of document, and the documents as files. This PC › Invantive Drive › Gripp CRM › Acme Trading › Invoices ▾ Invantive Drive ▾ Gripp CRM ▾ Acme Trading Invoices Documents Attachments ▸ Bright Foods ▸ Noord Logistiek ▸ Your other apps Name Status Modified Size Invoice 2026-0412.pdf 03-11-2026 184 KB Invoice 2026-0411.pdf 03-11-2026 201 KB Invoice 2026-0410.pdf 31-10-2026 176 KB Specification 2026-0409.xlsx 30-10-2026 41 KB Quotation 2026-0408.docx 29-10-2026 33 KB 5 items; no disk space used until you open a file
  • Online only: listed in Explorer, fetched when you open it, no disk space.
  • Kept on this device: you opened it or marked it to keep, so it also works without internet.

Each app is a folder and each company a subfolder. A document is fetched the moment you open it.

  1. Browse to a folder and double-click a document; it opens in the program Windows uses for that kind of file.

  2. A cloud icon marks a document that is online only and takes no disk space; a green check mark one that is kept on this device. Right-click a document to keep it on this device or to free up space.

  3. Right-click a document and choose Open in Gripp CRM to jump to it on the platform, where the platform offers a web page for it.

  4. The Gripp CRM folders are read-only: Gripp CRM does not accept files from outside, so nothing is changed or deleted by accident.

What Invantive Drive Can And Cannot Do

Invantive Drive shows documents; it does not copy or move them. A document is fetched only when you open it, and every fetch is an ordinary request to Gripp CRM within the limits of your subscription. Only a platform that accepts uploads takes a changed file back; the folders of the other platforms are read-only.

Invantive Drive runs on Windows. On any other device the file browser in Invantive Cloud shows the same folders in your web browser.