Question

Karbon and Suitefiles

  • 20 July 2023
  • 2 replies
  • 41 views

Userlevel 1

Hi, 

I have integrated Karbon and Suitefiles. My client has send some email with attachments. How can i download those attachments directly into client folder in Suitefiles. I still cannot see suiteFiles in Karbon under Connected Folder.

 

Thank you in advance


2 replies

Userlevel 7
Badge +15

I have integrated Karbon and Suitefiles. My client has send some email with attachments. How can i download those attachments directly into client folder in Suitefiles. I still cannot see suiteFiles in Karbon under Connected Folder.

Hi @Amit Agarwal,

I believe the Karbon and SuiteFiles integration is to sync Contact/Organisation data between the two (and maybe create some documents), not for the document management saving side of things: https://karbonhq.com/en-GB/integrations/suitefiles/

Do you use SharePoint as the underlying document management system (which SuiteFiles sits over top of)? If so (or if you use DropBox) you can integrate Karbon and that, to save down items: https://help.karbonhq.com/en/articles/6048144-manage-files-documents-on-work-items#h_8f1c07f285

Does that help? 🙂

Userlevel 1

Thank you SAM.

Reply