Integrations

ShareFile allows you to eliminate manual data entry by automatically syncing prospective client data with various third-party software packages.

The integration allows users to connect ShareFile to these applications and automate the flow of information between the two platforms without the need for coding.

Browse integrations in the ShareFile Catalog

Use the following instructions to download third party integrations from the ShareFile Catalog.

1. From the ShareFile Dashboard, click the user icon located in the upper right corner of the screen.

2. Select Catalog from the dropdown options.

   

   The ShareFile Catalog page opens in a new tab.

   

3. Select Install by the integration that you require.

4. Select New Connection.

   The Create connection screen displays.

   

5. Type in a name for the connection.

   

   The third party application opens in a new tab.

   

6. Sign into the application.

7. Follow the prompts to connect the application to ShareFile.

Tasks

Select from the list of tasks below to use the application you use to sync with ShareFile.

Import customer/client information

• QuickBooks - allows you to add Quickbook customers to your ShareFile account.

• Salesforce - allows you to add Salesforce Leads to your ShareFile account

Export to an application from ShareFile

You can export files from folders to third-party solutions saving time, reducing errors, and streamline your workflow.

• FreshBooks

• QuickBooks

• Pipedrive

• Salesforce

• Xero

Third-party integrations

The following integrations are managed by third-party vendors and use the ShareFile API to interact with your account.

• Trumpet Publisher — a publishing tool for financial and law firms that automatically pushes client document directories to ShareFile folders.
• Redtail CRM — connects ShareFile as a document storage location within Redtail CRM, allowing advisors to link folders to contact records and access documents without leaving the CRM.
• Hubdoc — automatically syncs financial documents collected in Hubdoc to ShareFile for secure backup and organization.
• SmartBid — connects ShareFile as a document source within SmartBid, allowing general contractors to share project files with subcontractors through the SmartBid plan room.

Advisory:

Starting September 9, 2025, the EU control plane will no longer support the following integrations:

• Salesforce File Export
• QuickBooks File Export
• FreshBooks File Export
• Pipedrive File Export
• QuickBooks Document Generator
• Salesforce Document Generator