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Integrations
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Datasite connector

VDR projects, filerooms, metadata browse, and Upload API write-back.

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

Browse a VDR project, import into a Case, then write redacted PDFs back through the Upload API.

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. 1

    Enable Developer APIs

    From Datasite Home → Marketplace → Developer APIs, create an OAuth app. If the APIs are missing, contact developer@datasite.com.

  2. 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. 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. 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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