File Integration: Unlock Seamless Data Access

Tired of wrestling with messy data? With DBSync you can easily connect your CSV, XML, and PDF files to your CRM, ERP, or accounting tools. Think smoother invoicing, faster order processing, and reports that practically build themselves. Ditch the manual data grind and let automation do the heavy lifting.

File

Extract. Transform. Sync.

Automate extraction, transformation, and synchronization of file data to streamline workflows across your business systems.

Preferred Business systems

  • Popular CRMs such as Salesforce, HubSpot, Microsoft Dynamics 365, and more.
  • Accounting Systems and ERPs including QuickBooks, Sage,NetSuite and Business Central
  • Cloud Storage & FTP including AWS S3, Google Drive, Dropbox, and FTP/SFTP servers
  • API Support for custom integrations using REST and SOAP APIs.
Automation

Effortless integration scheduling

Tailor file integration jobs with flexible scheduling options, enabling you to automate any file type syncs hourly, daily, or any way you want.

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  • Schedule as you want
  • Custom Workflow
  • REST API
Replication Scheduler
Replication run-modes

Versatile deployment modes

  • Cloud Deployment: Run integrations for ease and scalability
  • On-Premise Deployment: Deploy locally to meet compliance or infrastructure requirements.
  • Hybrid Deployment: Combine cloud and on-premise for maximum flexibility.

Usecases

Invoicing Automation

Extract invoice data from PDFs and sync to ERPs for faster payment cycles.

Customer Data Sync

Integrate CSV, XML, or PDF customer records into CRM to boost sales  efficiency.

Inventory Management

Sync  inventory updates to Shopify or Business Central for real-time stock visibility

Pre-built Integrations

Get started quickly with our pre-built connectors

File System Integration On-Demand Demos

See DBSync in Action

Looking to unlock seamless data access and boost efficiency across your file-based systems? We help you integrate CSV, XML, and other file formats with databases and FTP, automate transfers, and optimize workflows for maximum value from your business data.

Effortless Integration

Connect file systems (CSV, XML) with databases and FTP for smooth data flow.

Automated Workflows

Eliminate manual file transfers with automated processes to save time.

Reliable Data Replication

Securely move and replicate file data to databases with consistency.

Continuous Sync

Keep file-based data in sync across storage, FTP, and database systems.

FAQs

Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.

Yes, our connector extracts structured data from PDFs (e.g., invoices, forms) and syncs it with apps like CRM and ERP systems.

Yes, it supports bi-directional sync for CSV, XML, and PDF, with options for uni-directional flows as needed.

Yes, sign up for a 14-day free trial to explore the file integration and our full integration platform.

Yes, the file connector can be used both on-demand and on-premise versions of DBSync Cloud Workflow.

Get started

What to learn how we can help automate your business in less than an hour?

Contact Integration Expert

Questions about our product, pricing, or offerings? Fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.

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