Portal 360 + SharePoint
Connect SharePoint so files stay in step in both directions, create files in SharePoint from Portal 360, start from file templates and apply CRM data to them.
What connects
Two-way file sync, file creation and templates with CRM data.
Two-way sync
File creation
File templates
CRM data
Planned: Word and Excel add-in
How it works
Connect SharePoint
Open Marketplace > Apps, choose SharePoint, check its requirements and click Connect, then sign in and approve access.
Choose what syncs
Pick the records and folders you want Portal 360 to keep in step.
Work from one place
Your team works in Portal 360 while data stays current in both systems.
Immutable backups
Tamper-proof copies of your data
ISO 27001 certified security
Independently audited
99.99% uptime SLA
Built to stay available
Australian data centre and hosting
Your data stays onshore
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Frequently Asked Questions
Yes. Files sync in both directions between SharePoint and Portal 360.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.