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A Filevine account with API access is required. Contact your Filevine administrator to obtain API credentials.

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Obtain API Credentials

Generate API credentials from your Filevine account settings.

1

Access API Settings

Log in to your Filevine account and navigate to Settings > Integrations > API Keys.

  • Click New API Key or go to the Client Secret tab.
  • Copy the Client ID and Client Secret values.
  • Store the Client Secret securely — it may only be shown once.
2

Find Your Organization ID

Your Organization ID is required for all API requests.

  • Contact your Filevine administrator or check your account settings for the Org ID.
  • This is sent as the x-fv-orgId header on every request.

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Select Your Region

Choose the region that matches your Filevine deployment.

1

Identify Region

Check your Filevine account URL to determine your region.

  • US — URL contains filevineapp.com
  • Canada — URL contains filevineapp.ca
  • CJIS — URL contains filevinegov.com

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • Client ID
  • Client Secret
  • Organization ID
  • API Host
  • Identity Host
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup
If the account linking is successful, you will see the newly linked account in your Accounts page.