How to Get a Filevine API OAuth Access Token

You can securely set up integrations between Filevine and Neodeluxe products using API OAuth Access tokens. This article provides step-by-step instructions to activate integrations and generate tokens for integration setup. This process is essential to ensure continued functionality of Neodeluxe products.

This method will be used by Neostella to support Access Tokens, during November and December 2024, or until our infrastructure has fully transitioned to the new session management tooling.

Current Neodeluxe Products Supported by Access Tokens

• File Sync v2 (All SharePoint and Newer S3 Clients)
• Data Warehouse
• Event Router (Data Stream)
• Client Portal Flows
• Data Governance AI
• Advanced Task Management
• Select Prebuilt Automations (formerly known as Vinebots)
  • Project Sync
  • Bulk Updater
  • Basic Date Calculation
  • Add Team to Project
  • Project Naming
  • Prefill Project Data
  • Create Lead Docket Opportunity
  • Advanced Conflict Check

Obtaining Filevine OAuth Access Tokens

Prerequisites: The following steps must be completed by a Filevine Account Admin. To verify whether you have Account Admin permissions, follow the guidelines below:

Account Admin Verification:

• Go to User Icon > Manage My Account.
• If you see advanced options like Account Manager, you are an Account Admin. If you don't see these menu items, please identify and contact the Admin for your organization.
• Typically, only 1–2 people per organization have this highest permission level.
• For more information about the Admin role in Filevine, visit: Filevine Admin.

Step 1: Activate Neodeluxe Integrations

1. Navigate to Menu > Advanced > Integrations.
   
   
   
2. Locate each Neodeluxe app you plan to use and click Activate.

Step 2: Create a Service Account

1. Navigate to Menu > Advanced > Service Accounts.
   
2. Create a new service account for each integration you activated.
   • If the integrations do not appear in the dropdown menu, hold Shift and click the browser refresh icon to reload the list.

Step 3: Create an Access Token

1. Go to User Icon > Manage My Account > Access Tokens.
2. Click New: Create one token per service account per integration.
3. Save the value shown in the popup dialog box after creating the token, and store it in a secure location. You will not be able to retrieve this token again after closing the popup.
   NOTE: This value in the popup dialog is the value to send to Neostella - not the "token" value you see in your list of tokens.
4. Securely provide the values to Neostella with each value clearly labeled with its associated user/integration.