File SYNC

SYNC your data, no live connection required

Don’t have a direct database or API connection to your ERP? File SYNC connects your offline documents, so your CRM stays current.

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How it works with

How it works with HubSpot How it works with Salesforce How it works with Zoho How it works with Dynamics 365

Close-up of the Commercient robot mascot with a hand on its chin, appearing thoughtful or curious.

Drop files into a stable, accessible location (SFTP, secure folder, or upload).

We apply the same table-level templates and field mapping used across SYNC.

Set a recurring import cadence that matches your file source.

We track import activity and catch formatting or file-path issues early.

Upload your documents

See data in your CRM

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Make work flow with Commercient agents

Level up your SYNC'd files with Agentic AI. Securely extract, summarize, and transform your integrated data.

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Frequently asked questions (FAQs)

File SYNC connects your CRM platform to offline files instead of a live database or API.

We use the same engine and templates, only the connection method differs.

We connect files to HubSpot, Salesforce, Zoho CRM, and Microsoft Dynamics.

File SYNC can connect virtually any file type from your file server into your CRM record; including PDFs, CAD drawings, JPGs, PNGs, Word docs, Excel files, and CSVs. If it's a file, File SYNC can connect it, regardless of format, to HubSpot, Salesforce, Zoho CRM, or Microsoft Dynamics.

Yes, existing templates and mappings can carry over.

On a recurring schedule you set, matching how often your file source is actually updated daily, weekly, or otherwise.

SYNC monitoring flags the failed import so your team can correct the file and resync without waiting for the next scheduled run.

Request a Demo

File SYNC

SYNC your data, no live connection required

Don’t have a direct database or API connection to your ERP? File SYNC connects your offline documents, so your CRM stays current.

How it works with

Connect your files

Configure

Set your schedule

Monitor

Make work flow with Commercient agents

Frequently asked questions (FAQs)

What is Commercient File SYNC?

How is File SYNC different from SYNC?

Which CRMs does File SYNC support?

Which files can File SYNC connect?

Can I upgrade from File SYNC to full SYNC later?

How often does File SYNC import data?

What happens if a file is malformed or missing?