Import by API Integrations (Direct Connections)

Set up a new connection

  1. From the left menu, select Workflows > Connected apps > Import
  2. Select the import connection you want to set up (e.g Google Folder). You can also search for it. 
  3. Click on the “Connect” button
  4. Enter your login credentials, then follow the prompts. Once the connection is established, you’ll be redirected back to fileAI

 

Update an existing connection

  1. From the left menu, select Workflows > Connected apps > Import
  2. Select the connection that you wish to update (e.g. Xero)
  3. Click on “Sync”