Connecting File Storage

Last updated: October 22, 2024

Overview

Connecting a file storage provider allows Numeric empowers our reconciliation module to automatically retrieve values from files you link.

  1. Head into the Settings > Integrations page and choose File Storage

  2. Click "Add File Storage" and choose your provider

  3. Follow the login/account connection flow based on your storage provider

  4. Be sure to check any permissions boxes that appear

Note: The Numeric platform is only able to read documents that are directly linked from the Reconcile module. Files in your file storage system are not widely accessible to Numeric; only files you provide a direct URL to are able to be fetched and parsed by Numeric.

Supported File Storage Providers

  1. Google Drive

  2. Box

  3. Dropbox

  4. Egnyte

  5. OneDrive

  6. Sharepoint