ShareFile

Redtail CRM integration for ShareFile

The Redtail CRM integration connects ShareFile as a document storage location within Redtail CRM. When configured, users can link ShareFile folders to Redtail contact records, access and view ShareFile documents directly from within the CRM, and organize client-related documents without leaving Redtail.

This integration enables financial advisors and their teams to centralize document access while leveraging ShareFile for secure file storage and sharing.

Configuration is managed entirely within Redtail CRM. No setup is required on the ShareFile side beyond having an active account.

Prerequisites

Before enabling the integration, make sure you have the following:

  • An active ShareFile account
  • An active Redtail CRM account with administrator access to enable integrations
  • Your ShareFile username, password, and account subdomain (for example, yourfirm.sharefile.com)

Enable the integration in Redtail CRM

A Redtail database administrator must complete this step.

  1. Open the profile dropdown in the upper-right corner of Redtail CRM and select Manage Your Integrations.

    Redtail CRM profile dropdown with Manage Your Integrations highlighted

  2. Locate ShareFile and confirm that the toggle is turned on.
  3. Click the settings cog next to the toggle and select Settings.

  4. In the Update Integration Settings dialog, enter your ShareFile username, password, and account domain.

    Update Integration Settings dialog with Username, Password, and Domain fields

    Note:

    Enter the domain without a https:// prefix (for example, yourfirm.sharefile.com). Including https:// will cause the integration to fail. The domain must include sharefile.com.

  5. Click Save.

After the integration is enabled, users can link ShareFile folders to individual contact records.

  1. Open the contact record in Redtail CRM.
  2. Select Documents from the contact’s left-side navigation menu.
  3. Click ShareFile Documents in the Document Views widget on the right side of the page.

  4. Click Link to a ShareFile folder and follow the on-screen prompts.

    Contact record Documents view with ShareFile Documents highlighted and Link to a ShareFile Folder button

Once a folder is linked, click any file in the ShareFile Documents view to open and view it directly from within Redtail CRM.

Set up an application-specific password for MFA

If your ShareFile account uses multi-factor authentication (MFA), Redtail requires an application-specific password instead of your regular ShareFile password.

To create an application-specific password in ShareFile:

  1. Go to Personal Settings > Personal Security > Two-Step Verification > Application Specific Passwords.
  2. Click Create a Password.
  3. Enter a label for the password (for example, Redtail CRM) and click Generate.
  4. Copy the generated password and enter it in the Password field in Redtail’s integration settings.

Troubleshooting

Issue Resolution
Integration fails to connect Verify that the domain does not include a https:// prefix and that it contains sharefile.com.
Authentication error Confirm that the ShareFile username and password are correct and that the account is active.
MFA login fails If MFA is enabled, use an application-specific password instead of your regular ShareFile password.
ShareFile Documents view is empty after linking Verify that a ShareFile folder has been linked to the contact record. Follow the steps in Link ShareFile folders to contact records.

For Redtail-specific issues, contact Redtail support directly.

Additional resources

Redtail CRM integration for ShareFile

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