ShareFile

Integrations

April 1, 2024

Contributed by:

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.

Open ShareFile in your web browser.
Select Catalog from the menu.

The ShareFile Catalog page opens in a new tab.
Select Install by the integration that you require.
Select New Connection.

The Create connection screen displays.
Type in a name for the connection.

The third party application opens in a new tab.
Sign into the application.
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.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this helpful

Integrations

April 1, 2024

Contributed by:

April 1, 2024

Contributed by:

Integrations

Browse integrations in the ShareFile Catalog

Tasks

Import customer/client information

Export to an application from ShareFile

In this article