---
title: "FileVine Integration Details"
canonical: "https://resourcecenter.kenect.com/space/Integratio/41124463/FileVine%20Integration%20Details"
format: markdown
---
**Contact Sync** 

Sync your contacts from FileVine to KENECT (*Once a day at 7:00pm MST*) 

> ℹ️ ***Initial Full Sync takes place over night. Any new contacts made after the integration is set up will sync real-time.**

**Full Conversation Posting to the Client Project**

Post full text messaging conversations from Kenect to FileVine in real-time

Assign all future and past conversations for a specific client to the project of your choice within Kenect. 

> ℹ️ **User must manually assign projects to individual Kenect conversations if they want that data to sync over to FileVine. (Reference image below)**

(Insert image of checkmark) (Provide additional context)

The conversation will sync back for the main contact on the project

Once assignment is made, all future conversations for that specific client will post to the project automatically within FileVine

Accessible within FileVine inside the Activity view with a time & date stamp for each message

In addition to messaging data syncing within FileVine, attachments will also sync into the conversation history of the FileVine project.

![image-20240429-173154.png](media://7f8469f7-43e7-473d-b8c6-6557e3e61c1b)


![image-20240429-173209.png](media://b7a2635a-927c-4190-b38b-b142880bd1b3)

> ℹ️ ****Disclaimer: ***If you want to see all conditions available for Automated Texts, hover over the conditions option under the automation set-up.
> ℹ️ 
> ℹ️ ![image-20241212-151257.png](media://3fc2663f-4724-4b46-abe1-1457c017af52)

#### **Automated Texts**

- <u>**Automation 1: Project Phase Change.**</u>

When a project within FileVine changes conditions, you can trigger a message or review request to send based off a certain condition.

> ℹ️ *Conditions you can use for configuration are customized based on your specific FileVine instance. (See above image under *Disclaimer)*

- <u>**Automation 2: Appointment Reminders**</u>

When an appointment is scheduled in FileVine, can configure a message to send to remind the client of the appointment. Custom fields are included, in the setup of the message, to decide how far in advance you want the reminder to send.

> ℹ️ *Conditions you can use for configuration are customized based on your specific FileVine instance. (See above image under *Disclaimer)*

- <u>**Automation 3: Appointment Follow-Up Text**</u>

When an appointment has ended, a follow-up text message can be sent to the client based on conditions configured in your FileVine. Messages by default will send one hour after event is triggered, but this can be delayed based on the setup within the Kenect instance.

> ℹ️ *Conditions you can use for configuration are customized based on your specific FileVine instance. (See above image under *Disclaimer)*

**For Assistance better understanding your conditions already created in Filevine, or to create new ones, please contact FileVine support.*


# **FAQs (Frequently Asked Questions)**

- **Why can't I see the contact I just created in Filevine? **
  - If the integration is configured correctly, it may be because you need to update the project’s name or the project’s status.
- **Why can't I assign a conversation to a specific project? **
  - The conversations contact must be listed as "Contact" within the project in Filevine, also remember point 1.
- **Why can't I assign a message to a specific project? **
  - The message’s contact must be listed as "Contact" within the project in Filevine, also remember point 1.
- **Why can't I see the contacts created earlier in Filevine in Kenect? **
  - You must verify that the contacts have 'First Name', 'Last Name', and 'phone number'.
  - If the contact was added to the project after it was created, you need to update the project name or the project status.
- **Why does the contact's own name appear as a project in Kenect? **
  - If a project with no name was created in Filevine, it defaults to the name of the main contact.
- **Where is the FIlevine API secret on this page?**
  
- **What happens if the location/organization changes the URL? Now the contacts are not being synchronized to Kenect**
  - The user needs to disconnect the integration, upgrade to the new URl and reconnect the integration
- **How long does it take to sync my contacts after enabling the integration?**
  - Initial Full Sync takes place over night. (Syncs at 8:00pm MST) Any new contacts made after the integration is set up will sync real-time.
- **What are the steps to assign a husband AND wife's phone numbers to one case in Filevine? Does it matter what field they are entered into so the integration can pull them into Kenect?**
  - Answer: As long as both contacts are 'assigned' to the project, they should pull in through the `assign to case` button in the inbox.