Overview

Torii integrates with ShareFile and syncs:

• Users and licenses from the Employees (named users) in your ShareFile account.
• You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.

Requirements

Accounts & Permissions

To connect this integration, we require the following:

• A ShareFile account with administrator access.
• Permission to create an API key (an OAuth application) for that account.

Required keys

To connect this integration, we require the following:

• ShareFile Subdomain - the first part of your ShareFile address. For acme.sharefile.com the subdomain is acme.
• Data Center - the region your ShareFile account is hosted in: United States or Europe.
• Client ID - from the API key you create in ShareFile.
• Client Secret - from the same API key.

How to Generate the Required Values

Follow these steps to generate the required values:

Step 1: Find your subdomain and data center

1. Sign in to ShareFile and look at your browser's address bar.
2. The first part of the address is your subdomain. For acme.sharefile.com, your subdomain is acme.
3. Use the ending of the address to choose your Data Center in Torii:

Step 2: Create an API key in ShareFile

1. Go to https://api.sharefile.com and click Log In.
2. Enter your account subdomain, then sign in with your ShareFile credentials.
3. Click Get an API Key.

   

4. On the Your API Keys page, click Create New.

   

5. In Application Name, enter Torii. ShareFile does not allow the word "ShareFile" in the application name.
6. In Description, enter a short description, for example Torii SaaS Management Platform.
7. In Redirect URI, enter exactly https://api.toriihq.com/api/auth/shareFile/callback and leave the "I don't know or will not use a Redirect URI" option unselected.

   

8. Click Generate Api Key.

Step 3: Copy the Client ID and Client Secret

1. Your new application appears in the Your API Keys list.
2. Copy the Client Id and the Client Secret. You will paste both into Torii.

   

How to Connect the Integration

1. Go to the Integrations page in Torii.
2. Search for ShareFile and click Connect.
3. Enter your ShareFile Subdomain, select your Data Center, and paste your Client ID and Client Secret.
4. Click Connect.
5. Sign in to ShareFile when prompted and approve the access request.

Actions

• Create ShareFile user - creates an employee account in ShareFile. The email, first name and last name are taken from the user the workflow runs on, and you supply the Company value.
• Update ShareFile user name - updates an employee's first and last name. Both values are required so an existing name is never replaced with a blank one.
• Delete ShareFile user - permanently removes the employee from ShareFile.
• Add ShareFile user to groups - adds the user to one or more groups, chosen from a list of your ShareFile groups.
• Remove ShareFile user from groups - removes the user from one or more groups.

Q&A

Q: Can I connect more than one ShareFile account?

A: Yes. Each connection is identified by its ShareFile subdomain, so you can connect several ShareFile accounts and each one stays separate in Torii.

Q: Why does a ShareFile user show as "Pending" in Torii?

A: The employee has been created in ShareFile but has not confirmed their account yet (they have not finished signing in for the first time). They still hold a ShareFile seat, so Torii keeps counting them as license-consuming.

Q: Why do disabled ShareFile users still count towards my licenses?

A: ShareFile only frees a seat when an employee is deleted. A disabled employee keeps their seat, so Torii keeps counting them as license-consuming and shows their status as Disabled.

For any further questions, please contact Torii Support.