INTEGRATIONS & DATA SYNC

Multiple ways to connect M-Files with your systems

Connect M-Files with external applications, databases, Microsoft cloud services, files, or other M-Files vaults — without custom development.

WHAT YOU CAN DO

Connect systems. Exchange information. Automate processes.

Extension Kit helps you connect M-Files with external systems and automate information exchange through configurable integrations.

Keep business records and metadata aligned across systems.

Move data and documents based on events or schedules.

Support different requirements without custom development.

INTEGRATION OPTIONS

Ways to connect M-Files with other systems

Explore the main integration patterns supported by Extension Kit for M-Files.

Trigger communication with external applications or services on various triggers, e.g. when an object is created, updated, or changes workflow state in M-Files. Send information or files and use the API response to update M-Files.

Read and exchange structured business data directly with MS SQL databases. Run integrations when an event occurs in M-Files or on a defined schedule.



Make externally managed customers, suppliers, products, and other business entities available as objects in M-Files. Keep information synchronized and, where required, send changes back to the originating system.

Connect M-Files with broader business processes through Power Automate, Power Apps, Azure Logic Apps, or Azure Data Factory. Let Microsoft services control the integration while exchanging information with M-Files.

Import, export, and process files and structured information through SFTP, file shares, Excel, Word, or XML.



Transfer selected documents, objects, files, and metadata between M-Files vaults. Transfer information between vaults based on M-Files events or defined schedules.

INTEGRATION SCENARIOS

See M-Files integrations in practice

Explore practical examples of how Extension Kit connects M-Files with other business systems.

When an invoice is approved in M-Files, automatically send its data to an SQL-backed ERP process for further processing, without manually entering the information again.

Explore SQL integrations

When a document is ready for signing, use an API integration to send it from M-Files to an external e-signature service such as mSign.

Explore HTTP integrations

Use Microsoft cloud services to bring approved documents from SharePoint into M-Files, keeping records centralized while supporting collaboration across systems.

Explore Microsoft Integrations

Automatically import purchase order files and metadata exported from Microsoft Dynamics NAV into M-Files, without manually transferring documents between systems.

Explore file import & export
PLANNING AN INTEGRATION

What to consider before integrating M-Files

Different integration requirements call for different approaches. Start by answering these four questions.

  • What information needs to move?

    Business records, metadata, documents, or files?

  • How do the systems connect?

    Through an API, SQL database, Microsoft cloud service, file exchange, or another M-Files vault?

  • When and how should the integration run?

    Based on an M-Files event, on a schedule, or as part of a process controlled by another system?

  • Does information need to move in both directions?

    Into M-Files, out of M-Files, or both?

PRODUCTS BEHIND THE CAPABILITIES

Integration capabilities across Extension Kit products

Extension Kit Core

Connect M-Files with APIs, databases, files, and other vaults through configurable integrations, data exchange, and synchronization.

Extension Kit REST Object Type

Bring business objects from REST applications into M-Files and keep their data synchronized.

Extension Kit Cloud Connector

Connect M-Files with Power Automate, Power Apps, and Azure services to build processes across business applications.

Ready to connect M-Files with your systems?

Whether you need to synchronize business data, exchange documents, connect external applications, or build integrations through Microsoft cloud services, Extension Kit provides configurable options for different requirements.

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