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Egnyte Integration Setup Guide

How to setup a connection between Egnye and TrunkText


Who Can Do This

  • ✅ Business Admin — can set up and manage integrations across the business.

  • ✅ Project Manager — can manage integrations within their assigned projects.


Requirements

  • Admin permissions in Egnyte


Gather Required Integration Information

Identify Your Egnyte Domain

Your Egnyte domain is used to establish the connection between Egnyte and TrunkText

  • Log into your Egnyte environment

  • Look at the URL in your browser's address bar

  • Copy the segment between https:// and .egnyte.com

Example: If your URL is https://trunktools.egnyte.com, your domain is trunktools

Identify The Folders You Want to Sync

Follow these steps to find each folder's path in Egnyte

  • Navigate to the folder in Egnyte

  • Right-click (or click the ⋮ menu) on the folder

  • Select Details & Options

  • In the panel that opens, go to the Details tab

  • Copy the text shown in the Path field (e.g., /Shared/Documents/QA)

⚠️ IMPORTANT NOTE: Please be sure to use Path and NOT the Direct Link

You'll enter the path in the next step.


Add the Egnyte Integration in TrunkText

  • Navigate to Trunktext.com and sign in

  • Click the project name in the top-left corner and select the project you want to integrate

  • Select Integrations on your left navigation bar

  • Click + Add New Integration and select Egnyte as the source system then continue

The next step will prompt you to create a new connection or, if you've connected Egnyte before, reuse an existing one. Connections can be used across multiple projects, so we recommend using a general name rather than a project-specific one

Enter your Egnyte domain when prompted and click connect, allow access to Egnyte and continue through the onboarding steps


Complete the Egnyte Setup

After the connection is established, your Egnyte integration will appear in the Pending section with a status of Ready for completion

  • Click Complete Setup next to the Egnyte integration

  • In the setup modal, enter the folder path you copied in Step 2

  • Click Start Sync

Example: /Shared/Documents/QA

TrunkText will begin processing your documents. You can monitor sync status from the Integrations tab.


FAQs

Can I add more folders later?

Yes. Return to the Integrations tab, find your Egnyte connection, and update the folder paths.

My integration shows "Pending" but I haven't received a connection confirmation - what should I do?

Try refreshing the page. If the issue persists, confirm that you completed the authorization step in Egnyte and that your account has the correct permissions on the folders you're trying to sync. Reach out to your Trunk Tools Technical Account Manager or support@trunk.tools, if you need further assistance.

How quickly will changes in Egnyte be reflected in TrunkText?

You can typically expect to see events reflected in TrunkText within 20 minutes, but based on the volume of changes, the size of files, and other factors, it could take several hours.

Who should I contact if the integration isn’t working?

Reach out to your Trunk Tools Technical Account Manager or contact support at support@trunk.tools

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