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How do I connect to third party integrations?

In order to use a Cloud Drive for document storage, an accounting integration such a Xero or any other third party integration, you will need to connect via preferences.

SILQ integrates with a number of third-party platforms to help streamline your document management, accounting, and email workflows. These integrations need to be authenticated on a per user basis, so that each team member can securely connect to their own firm-assigned accounts to ensure they can only access documents, emails, and files that they have permission to view.

Avoid logging into shared or team members’ accounts during the connection process. Each person should connect their own user credentials to avoid cross-access and ensure SILQ functions as intended.

 

Available Integrations in SILQ

You can connect SILQ to the following platforms:

  • Microsoft 365 – for SharePoint, OneDrive, and 365 Office Integration

  • Dropbox – for secure cloud storage & document management

  • Google Drive – for secure cloud storage & document management (not emails)

  • Xero – for accounting integration 

  • NetDocuments – for secure document management


How to Connect Your Account

Follow these steps to connect your third-party integrations in SILQ:

  1. Click your profile icon (the silhouette in the top-right corner of SILQ)

  2. Select “My Profile” from the dropdown

  3. In your profile menu, click “Connections”

  4. Choose the platform you'd like to connect (e.g. Microsoft, Dropbox, Google Drive, Xero, NetDocuments)

  5. Follow the prompts to sign in and authorise SILQ to access your selected account

  6. Once connected, your documents or data will automatically sync with your chosen platform (e.g. SharePoint for Microsoft)

For Xero, you will first need to have completed the steps in this article.

Example: Microsoft 365 Integration

If you connect your Microsoft account, documents generated in SILQ will automatically save to your SharePoint, and you’ll be able to open/edit them in Word Online or the desktop Office suite. You will also be connected to your emails, allowing you to email directly through the SILQ platform and have those emails show up in your sent items.

This creates a seamless email & document workflow directly from SILQ to your Microsoft environment — no downloading or manual saving needed.

Need Help?

If you're unsure which account to connect, speak with your system administrator or reach out to SILQ Support for assistance.