Datasite connector
VDR projects, filerooms, metadata browse, and Upload API write-back.
Integrations | 1 min read
How it works
Connect
Admin credentials
Browse
Folder or case scope
Import
Into a Northdocs case
Apply
Then verify
Write-back
Optional, off by default
Prerequisites: Datasite subscription with Developer APIs enabled, a project id, and an OAuth app. Redirect URI: {APP_URL}/api/connectors/oauth/datasite/callback.
Open Integrations, then Connect on Datasite. The numbered guide on that page matches the steps below.
Point Northdocs at one Datasite project so diligence files feed Fast Track without a bulk laptop download.
- 1
Enable Developer APIs
From Datasite Home → Marketplace → Developer APIs, create an OAuth app. If the APIs are missing, contact developer@datasite.com.
- 2
Register the redirect URI
Add the exact URI from the left. Note client id, secret, and the regional API base (for example https://api.global.datasite.com).
- 3
Enter project (and optional fileroom)
API base URL plus project id are required. A fileroom id narrows browse. Keep write-back off on live client rooms.
- 4
Authorize, then browse
Authorize, then browse projects → filerooms → folders via the Metadata API. Import selected files into a Case.
Auth URLs may stay on the public Datasite host when the project API is on a private link.
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