How to integrate ShareFile

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 02:40 PM by Igor Galic

TABLE OF CONTENTS



Description


Citrix ShareFile Virtual Data Rooms make it easy, secure and efficient to transfer confidential data. Whether you are managing a venture capital or private equity deal, handling merger & acquisition due diligence, or conducting any other kind of highly sensitive transaction, ShareFile VDR lets you share, review, and track documents easily and securely. With industry leading security, a flat-rate cost and no-hassle pricing, ShareFile VDR is your virtual data room solution. 




Entities


SourceTarget
File/FolderFile




Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.


You will be prompted for the API Key.

Step 4.


You will now be asked to connect your ShareFile account with SyncSpider. Click on "Connect a new ShareFile account" as shown in the picture below:


 

Upon doing so, you will be met with the following screen, where you have to enter your ShareFile's account URL:


To obtain the URL, head over to your ShareFile dashboard, and copy the part of URL before the ".sharefile.com/dashboard" part from the address bar, as shown below:


 

Step 5.


Paste the copied URL where you were prompted to. You will then need to enter your ShareFile account credentials, as shown in the picture below:

Once you click "Sign In", the data will get auto-filled on the SyncSpider page.



ShareFile is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!



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