Link Notud and SuiteFiles

Integrate Notud and SuiteFiles so you can send your handwritten notes directly to SuiteFiles

Before you get started

To get started with the integration you'll need to:

Synchronise your contacts from either Xero Practice ManagerWorkflowMax or Xero. Notud integrates directly with your client database so you have matching clients in both SuiteFiles and Notud. This means that you only have one 'Source of truth' for your clients.

Setup the integration:

Go to Integrations and Connected Apps page

You'll be taken straight to My Teams, and you will see your organisation. Select 'Integrations and Connected Apps'. Go to Integrations and Connected Apps page

Integrations and Connected Apps

Connect SuiteFiles

Click 'Connect' next to SuiteFiles.Connect SuiteFiles

You will see this pop up:

Enter personal SuiteFiles URL

Open and login to SuiteFiles. At the top of the page, copy the URL to where it ends with 'suitefiles', and paste in pop up from Notud. See example below.

Click Continue.

SuiteFiles URL

Start using!

From a note, select the menu button, and 'Send to SuiteFiles'!

Send to SuiteFiles