Enable a Certified Partner Integration

This article is intended for Filevine Account Admins who would like to enable an existing integration for their Filevine instance.

Permission Required

Enabling a Certified Partner Integration (CPI) involves using the Integrations and Service Account Advanced tools. These Advanced tools cannot be added in the Advanced Access tab, like more Advanced tools. They are only accessible only to Account Admin users.

CPIs are listed in the Integrations Advanced tool. Each integration available here has gone through Filevine’s registration process. To enable a CPI for your Filevine instance, an Account Admin can follow the steps outlined below.

Tip

How do I get on the CPI list? Learn more about creating your own Certified Partner Integration using PATs or OAuth 2.0.

Activate the Integration

1. Navigate to Main Menu > Advanced > Integrations.
2. Find the integration you want to enable and click Activate. You can also click Learn More to view details about the integration’s permissions and scopes. 
   
   Activating the integration allows it to connect with your environment. 

Note

This authorization is intentionally independent from the subsequent steps, because it shows that the Account Admin has expressly authorized the integration. 

For PAT Integrations

If the application has used OAuth 2.0 as the authentication, the rest of the process will happen automatically when you attempt to log in. If the application uses personal access tokens (PATs), follow the additional steps below:

Create a service account user that will represent the integration.

1. Navigate to Main Menu > Advanced > Service Accounts. 
   
2. Click New and select the integration from the dropdown. 
   
3. You can choose to grant all permissions to the service account, or elect to provide granular permissions manually later.
4. Click Create.

Create a Personal Access Token and Share

Once the service account is in place, navigate to the Personal Access Tokens (PAT) section in the Account Manager and create a PAT associated with the Service Account you just created. Learn more about PATs in the Account Manager. 

The PAT can be shared with the integration developer, and they can connect to any area of Filevine that has been granted to them expressly through permissions to the Service Account.