Setting up the integration:
If you have a Citrix ShareFile account, you can link your contact's ShareFile folders to a ShareFile Documents area within Redtail CRM.
To enable this integration, an admin user of your database will need to enable the ShareFile integration within your database. Instructions for enabling integrations can be found here.
Then, from the Manage Integrations page where the integration was just enabled, they will need to click Settings under the Actions menu for Citrix Sharefile:
The below dialog will appear:
Here, enter your ShareFile username, password and domain. (Note: your domain should not include a prefix of "https://" - if you enter a domain with that prefix, the integration will not work for you. Also note, the domain must have sharefile.com in it for it to work.) Then click Save. (Note: per Citrix, if you are using MFA, you'll need to set up an application specific password for use with Redtail - their instructions for this are beneath the Integration functionality section of this post below).
After setting the integration up, you're ready to begin linking ShareFile folders.
To do so, first go to the contact record whose folders you'd like to link. Then, go to their Documents page:
From there, click ShareFile Documents in the Document Views widget:
You'll then see the below:
Click Link to a ShareFile Folder to begin linking and follow the onscreen prompts.
Once you've linked a ShareFile folder to a contact record within Redtail CRM in this manner, you can then simply click any files within the CRM that you'd like to open up to view.
INSTRUCTIONS FROM CITRIX REGARDING SETTING UP AN APPLICATION-SPECIFIC PASSWORD IF YOU USE MFA
Set application-specific password for other apps:
Some other applications that run outside a browser are not compatible with Two-Step Verification, and you will need to create a separate password. When logging in, please enter this password instead of your regular password. After enabling Two-Step Verification, your typical ShareFile password will no longer be accepted by these apps. These apps include:
- FTP - when using an app specific password, short usernames are not supported. Please use the full username format (i.e. subdomain/email address).
- API - use app specific password.
- Storage zones controller - use app specific password.
You can access creation of application passwords under Personal Settings > Personal Security > Two-Step Verification > Application Specific Passwords, using the Create a Password button. On the new screen, you will be prompted to enter a label. This label will help you identify the app if you ever desire to revoke access to it. After clicking Generate, click the Copy button to copy the app-specific password to your clipboard. Next, Paste the new password into the password field of your app.
Citrix Sharefile resources:
If you are looking for other Document Storage systems, click here!