InfoTrack's integration with Filevine relies on your Filevine user account being active in order to complete critical functions—such as syncing documents and expenses to and from your projects.
If you experience syncing issues with your InfoTrack-Filevine integration, here are two actions you can take to correct them. (Or, to have us assist via screenshare, book a demo below.)
The temporary method: Adjust your user account's Session Timeout
Without a personal access token set up, InfoTrack relies on your user account being active in order to complete critical functions—such as syncing documents and expenses to and from your Filevine project.
By default, your Filevine session timeout may be set to expire in as little as one day. To prevent service interruptions without a personal access token set up, you may wish to extend this timeout to a much longer setting.
Click the circle with your user account initials at the top right of your screen. Then click Manage My Acccount.
From the Account Manager menu on the left, click Tenant Configuration.
Set your Session Timeout to a longer setting, such as "3 Months."
A more permanent method: Set up a Personal Access Token (PAT)
Setting up a personal access token (PAT) is a more lasting solution to ensuring that InfoTrack services are able to continue uninterrupted. The token grants the ongoing permissions these services need to communicate with Filevine, so the services will continue even if your Filevine user account session times out.
To create a personal access token for InfoTrack services, follow the steps below after activating the integration.
Step 1: Create a Service Account
Navigate to the top left menu, and go to Advanced > Service Accounts. Choose your firm or organization from the drop-down menu.
Create a new Ad Hoc service account. This is the user account you will use to create the PATs later on.
Step 2: Create a Personal Access Token
On the top right of the menu bar, click the Account drop-down button (the circle with your initials in it). Then, select Manage My Account > Access Tokens. If you see any pop-ups appear, just select close.
Create a new PAT. (Make note of the “Service Account” email used, as the email setup for the Service Account will be used to fill out the registration form. )
Check all of the API boxes, then click Create.
Do not close out the modal that appears with the code.
Step 3: Launch InfoTrack and add the PAT to the Integration Settings page
Go back to InfoTrack and click the Account drop-down in the upper right corner (the circle with your initials). Then, click Integration Settings.
Enter the PAT code you just copied from the "New Token" modal in Filevine.
Enter the user email that the new PAT was associated with. (This is the email you chose from the drop-down menu when creating your PAT—NOT your personal email.)
Click Verify. If the code works, click Save.
Need help from an InfoTrack expert?
We'd be happy to assist with your Filevine integration setup via screenshare.