Overview
What is Egnyte: Egnyte allows you to seamlessly integrate your Egnyte file storage data into Datagrid. This enables you to analyze and report on your files, folders, users, and permissions data, facilitating data governance, collaboration analysis, security monitoring, and storage optimization.
How to integrate Egnyte with Datagrid
To configure the Egnyte integration, follow these steps:
Prerequisites
An active Egnyte account with the necessary permissions to access the files and data you want to import into Datagrid.
An Egnyte API key (Personal Access Token). You can generate this from your Egnyte account settings under "Apps."
Select the data you want to import into Datagrid.
Connect
Creating a dataset from the Egnyte integration involves selecting the specific data you want to import via Egnyte.
Connect Egnyte App:
Click on the "+ Create" Button on the top left of the screen.
Select the "Connect Apps" item.
Search for the Egnyte integration from the list.
Copy and paste Egnyte's domain (the first word in your Egnyte URL) into the first field and leave the other fields blank. Example: https://[domain].egnyte.com/app/index.do#appstore/addons-integrations/
e. Click on the "Next" button.
Pick your Data
Pick the Egnyte data you want to include in your dataset (e.g., files, folders).
Click the "Start First Import" Button to start syncing your Egnyte dataset.
Set Up a Schedule
Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Egnyte:
Navigate to Egnyte Dataset:
Go to the left side panel and locate and click on the Egnyte dataset you created.
Schedule Settings:
Click on the "..." on the top right of the dataset.
Click on "Edit Pipeline" to edit your integration's name.
Click the "Schedule" button on the right, beside the "Import Configuration" button.
Configure Schedule:
Set the desired frequency for data pulls (e.g., daily, weekly, monthly).
Specify the time of day for the data pull to occur.
Specify downtime if needed – when the sync should not happen.
Click the "Update" button to update the new configuration.
Data Access
The Egnyte integration provides access to the following objects:
File: Access individual files stored in Egnyte.
File Types
Spreadsheet (XLSX)
TXT
LOG
CSV
PNG
JPEG
PDF
JPG
JSON
Why use Egnyte with Datagrid
Project teams use this integration when they need to turn governed content into structured outputs that feed downstream workflows.
Data Archiving and Compliance: Archive historical file versions from Egnyte into Datagrid for long-term storage and compliance purposes.
Content Analysis: Analyze the content of text-based files stored in Egnyte to identify trends, patterns, and key themes.
Document Workflow Automation: Track the progress of documents as they move through different stages in Egnyte workflows, and trigger automated actions in Datagrid based on status changes.
Metadata Extraction: Extract metadata from various file types (e.g., images, videos, documents) stored in Egnyte and use it to enrich datasets in Datagrid.
What you can build with Egnyte and Datagrid
Here’s what you can build with Egnyte and Datagrid integration:
Automated contract field extraction: When contracts land in a specific Egnyte folder, Datagrid's AI agents extract key clauses such as termination, liability, and payment terms, along with counterparty names, effective dates, and dollar amounts.
Specification cross-referencing for AEC teams: Project teams upload specs, drawings, and submittals to Egnyte.
KYC and onboarding document processing: Financial services teams receive identity documents, bank statements, and investment forms through Egnyte upload portals.
Multi-document research and reporting: Executives need synthesized reports from hundreds of unstructured files in Egnyte, including project updates, financial reports, and audit logs.
Resources and documentation
Frequently asked questions
How do I generate an API key in Egnyte?
Generate a Personal Access Token from your Egnyte account settings under "Apps."
What permissions are required for the Datagrid integration?
The Datagrid integration requires permissions to access the specific files, folders, users, and groups you want to import.
How often should I schedule data pulls?
The frequency of data pulls depends on your specific needs and the rate of data changes in Egnyte. Daily or weekly pulls are often sufficient.
Similar integrations
Box: Box is a direct EFSS competitor and a common cross-platform source for migration, governance, and metadata enrichment alongside Egnyte.
Google Drive: Google Drive is ubiquitous cloud storage used alongside Egnyte for content sync, user collaboration, and routing files between productivity apps and governed repositories.
OneDrive: OneDrive provides deep Microsoft 365 integration that complements Egnyte for enterprise collaboration, policy enforcement, and syncing files into governed content stores.
Dropbox: Dropbox is a widely adopted cloud file sharing platform that often coexists with Egnyte for lightweight collaboration and cross-repository content consolidation.
Amazon AWS S3: Amazon S3 is an object storage target for archival, disaster recovery, and cross-platform routing of Egnyte-managed files and extracted datasets.
Azure Blob Storage: Azure Blob Storage provides cloud object storage for backups, long-term retention, and BI pipelines moving Egnyte content into analytics stores.
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