ShareFile

Export ShareFile files to integrated applications

September 16, 2024

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ShareFile export integrations allow users to export files to a connected third party application saving time, reducing errors, and streamline your workflow. File export works from both your projects and folder files.

We currently offer export ability with the following products:

Note:

If this is your first time using integrations, select Browse Integrations to access the Catalog. See Browse integrations in the ShareFile Catalog for more information.

FreshBooks

Use the following instructions to export files to Freshbooks from ShareFile.

In ShareFile, navigate to the Project > Files tab or to a specific ShareFile Folder.
Select one or more files.
Select Export.
Choose Destination to specify the third-party system where the files are exported.
Select Continue to start the export to Freshbooks.

Files might take a few minutes to show up in the third party tool depending on the size and the number of files exported.

Pipedrive

Use the following instructions to export files to Sage from ShareFile.

In ShareFile, navigate to the Project > Files tab or to a specific ShareFile Folder.
Select one or more files.
Select Export.
Choose Destination to specify the third-party system where the files are exported.
Select Continue to start the export to Pipedrive.

Files might take a few minutes to show up in the third party tool depending on the size and the number of files exported.

QuickBooks

Use the following instructions to export files to QuickBooks from ShareFile.

In ShareFile, navigate to the Project > Files tab or to a specific ShareFile Folder.
Select one or more files.
Select Export.
Choose Destination to specify the third-party system where the files are exported.

Files might take a few minutes to show up in the third party tool depending on the size and the number of files exported.

Salesforce

Use the following instructions to export files to Salesforce from ShareFile.

In ShareFile, navigate to Project > Files tab or to a specific ShareFile Folder.
Select one or more files.
Select Export.
Choose Destination to specify the third-party system where the files are exported.

Files might take a few minutes to show up in the third party tool depending on the size and the amount of files exported.

Xero

Use the following instructions to export files to Xero from ShareFile.

In ShareFile, navigate to the Project > Files tab or to a specific ShareFile Folder.
Select one or more files.
Select Export.
Choose Destination to specify the third-party system where the files are exported.

Files might take a few minutes to show up in the third party tool depending on the size and the number of files exported.

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Export ShareFile files to integrated applications

September 16, 2024

Contributed by:

September 16, 2024

Contributed by:

Export ShareFile files to integrated applications

FreshBooks

Pipedrive

QuickBooks

Salesforce

Xero

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