ShareDocs Integrations — SAP, Tally, SuccessFactors, Microsoft 365 & More
ShareDocs connects to the systems your organisation already runs on — SAP, Tally, SAP SuccessFactors, Microsoft 365, CRM, identity, eSign, and more — through pre-built connectors and an open API platform. No data silos, no duplicate entry.
Trusted by enterprises running SAP, Microsoft 365 and more
Featured Integrations
The deepest, most automated connectivity — built for the systems Indian enterprises run on most.
SAP Integration
The deepest SAP ECM integration available for Indian manufacturing. ShareDocs SAP DMS integration covers MM and FI modules — real-time PO/GR validation, automatic MIRO posting on approval, and payment consumption from SAP. SAP accounts payable automation with PayXtract AI extracts ~90% of invoice fields. Pre-built connectors for SAP ECC and S/4HANA.Part of a broader ERP ECM integration framework covering Oracle and Tally.
Microsoft 365 Integration
The answer to 'which ECM integrates with Microsoft 365' — ShareDocs does, natively. Microsoft 365 document management integration lets users open Word, Excel and PowerPoint in browser-based Office Online directly from the DMS. No desktop app needed. Office 365 ECM integration enables auto-save on close, real-time collaborative editing, and a full audit trail — all without leaving ShareDocs governance.
Tally Integration
Bidirectional Tally DMS integration for accounts payable automation — auto-post approved invoices to Tally with zero manual entry. Voucher URL written back into every Tally entry for one-click invoice retrieval. Supports both Tally Prime and Tally ERP 9, on-premise and cloud. GST-ready AI extraction of CGST, SGST, and IGST.
SAP SuccessFactors Integration
Bidirectional SAP SuccessFactors DMS integration for HR document management — syncing employee master data daily, auto-routing HR documents by division and grade, and managing the full candidate-to-employee lifecycle. Documents tracked from Offer Approval Stage through to permanent employee record.
Additional Connectors
Beyond our deepest integrations, ShareDocs connects to CRM, identity, and custom systems via open API.
Salesforce
CRMCustomer-facing documents — contracts, proposals, agreements — managed within ShareDocs and accessible from within Salesforce records.
Active Directory
Identity & SSOEnforce your organisation's existing identity and access policies. Supports Active Directory, LDAP, and SAML 2.0 SSO providers.
Open API
PlatformRESTful API with full documentation, webhooks, SDKs, and a sandbox for custom integrations with any system.
Every System Your Organisation Runs On
ShareDocs ECM integrations span the full enterprise stack — beyond SAP and Microsoft 365, connecting to ERP, CRM, identity, cloud infrastructure, eSign, and document capture hardware.
ERP Systems
ERP ECM integration connects your document management and workflow automation directly to ERP data — no duplicate entry, no manual reconciliation.
- SAP (MM, FI) — deep integration
- Oracle
- Tally Prime & ERP 9 — AP automation
HRIS & HR Systems
HR document management integration — sync employee master data, auto-route documents by division and grade, and manage the candidate-to-employee lifecycle.
- SAP SuccessFactors — live integration
- Other HRIS on request
Identity & SSO
Enforce your organisation's existing identity policy — no separate ShareDocs credentials to manage.
- Active Directory
- LDAP
- SAML 2.0 SSO providers
Productivity Suites
Edit documents in their native application — without leaving ShareDocs or losing governance.
- Microsoft 365 — deep integration
- Office Online
Cloud Infrastructure
SaaS deployment runs on enterprise-grade cloud infrastructure, with flexibility for hybrid environments.
- AWS — primary infrastructure
- Azure — supported environments
CRM Platforms
Customer-facing documents stay accessible from inside the CRM record — contracts, proposals, agreements.
- Salesforce
- Microsoft Dynamics
eSign & Capture
Digital signature workflows and physical document capture, integrated directly into the document lifecycle.
- Aadhaar-based e-sign (UIDAI)
- Digital signature & eSign providers
- Scanning hardware & MFD manufacturers
Open API Platform for Custom Integrations
Not every integration needs a pre-built connector. ShareDocs provides a comprehensive RESTful API so your internal systems or third-party software can integrate document management, workflow automation, and content retrieval directly.
- ✓RESTful API with full documentation
- ✓Webhook support for workflow events
- ✓SDKs available for common platforms
- ✓Sandbox environment for development
Integrations — Frequently Asked Questions
Which ERP systems does ShareDocs integrate with?
ShareDocs ERP ECM integration covers SAP (MM and FI modules — 3-step bidirectional AP automation), Oracle, and Tally. The SAP integration is the most deeply developed, with pre-built connectors for SAP ECC and S/4HANA covering PO validation, automatic MIRO posting, and payment consumption. As an integrated workflow document management system, ShareDocs connects ERP data directly to document approval workflows — eliminating manual re-entry between systems.
Does ShareDocs have an open API for custom integrations?
Yes. ShareDocs provides a RESTful API with full documentation, webhook support for workflow events, SDKs for common platforms, and a sandbox environment for development. This allows your internal or third-party software to integrate document management, workflow automation, and content retrieval directly with ShareDocs.
Can ShareDocs integrate with Active Directory or SSO?
Yes. ShareDocs supports Active Directory, LDAP, and SAML 2.0 single sign-on integration, allowing organisations to enforce their existing identity and access policies without managing separate ShareDocs credentials for every user.
Which CRM platforms does ShareDocs integrate with?
ShareDocs integrates with Salesforce and Microsoft Dynamics, enabling customer-facing documents — contracts, proposals, agreements — to be managed within ShareDocs while remaining accessible from within the CRM record.
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