Guide to document and file storage APIs and integrations

File storage integrations—browsing, uploading, and downloading files—are one of the most commonly integrated products. Products like Google Drive, OneDrive, and Dropbox have robust ecosystems of hundreds of apps that they integrate with. File storage integrations with collaboration, project management, design, security, and other software enrich user workflows, creating strong user adoption and retention.

Read on in this Guide to File Storage APIs to learn about:

• Top File Storage APIs - Which cloud content systems are most popular
• Key Concepts - How file storage systems work
• Data Schemas - How file and documentation data is organized
• Use Cases - Common ways file data is used in product integrations‍
• How to Get Started - Approaching file storage API integrations within your own product

Top File Storage APIs

The file storage market is dominated by a handful of large cloud office suites—Google and Microsoft—as well as file storage-specific companies—Dropbox, Box, Zoho, and Egnyte. Each has widely varying numbers of users versus customers. Google, Dropbox, and Microsoft serve both the business and consumer markets, while Box, Zoho, and Egnyte primarily serve the business market.

Related: A guide to file storage APIs

Key File Storage API Concepts for Developers

Permissions

File storage permissions are implemented in widely varying ways across providers. Permissions may vary by user/type, role, and/or the specific file/folder depending on the provider. For example, Box represents sharing permissions as “collaborations” and shared links as “shared_links”. Google Drive represents both under their “permissions” sub-model.

File Types and Folders

Some providers represent files and folders as discreet concepts, whereas others make folders a file type. Google Drive represents folders as a specific file type and OneDrive / SharePoint have a similar concept where folders and files are represented as DriveItems.

File Selectors

Google, Dropbox, and Box all offer UI components that can be embedded to select files. However, each is built differently with unique styling, so you may want to consider a solution like Merge for a unified file picker experience.

Webhooks

With typical webhooks, a webhook payload event corresponds to an individual object. With file storage providers such as Google Drive, OneDrive, and SharePoint, the webhook payload only indicates that “something has changed” and then requires a separate API request to process the changes.

Getting OAuth Approval

Many file storage providers have very stringent requirements for getting app approval. If you don't receive approval your users may see an "unverified" label or have a maximum user cap. Ensure you investigate these requirements ahead of time or choose a Unified API instead.

File Storage API Data Schemas

Users are individual file storage accounts that have a permission for a given Drive, Folder, or File. Groups are collections of users or company domains that inherit similar permissions.

Drives are the top level container where all of a user's or organizations folders and files are stored. Some file storage systems use the concept of a Folder rather than a Drive. Folders are a collection of Folders (which can be nested) and Files. Files can be in a variety of formats (documents, spreadsheets, slides, video, music, images, etc.) and are placed within a Folder or Drive.

Folders and Files contain metadata about when they were created, updated, and deleted, which can be useful to filter appropriate files and kick off workflows. Folders and Files have a set of permissions mapped back to Users and/or Groups.

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Top File Storage API Use Cases

File storage systems are one of the most commonly integrated products into other SaaS apps. Common use cases include browsing for documents, uploading contracts, sharing files with collaborators, and downloading documents for compliance purposes.

Sync All Company Docs so Employees Can Search For Them

Knowledge management and project management apps are commonly used to access documents and link them to projects or workflows. These apps frequently include integrations with file storage to make document discovery and sharing easy.

‍Examples: Asana, Assembly, ClickUp, Guru, Monday, Notion, Wrike

‍Upload and Organize Documents and Contracts

E-signature apps and industry vertical apps (e.g. construction, biotech, and more) integrate with document storage to share documents with collaborators and upload draft and final versions for record keeping.

‍Examples: Adobe Sign, Benchling, Docusign, Fieldwire, PandaDoc, Raken

Search and Select Files From Your Product to Share

Design, creative, and collaboration tools frequently need to allow users to share documents for commenting, review, and project handoffs.

‍Examples: AutoCAD, Canva, Gmail, LucidChart, Miro, Outlook, Slack, Teams, Zoom

Download Relevant Files for Compliance Controls

Many business processes related to security and compliance require documentation to be stored for record keeping. IT and security tools commonly integrate with file storage systems to download and upload documents.

Examples: Drata, Okta, ServiceNow, Snyk, SumoLogic, Vanta

Getting Started with File Storage APIs

Once you’re ready to kick the tires integrating with a cloud storage collaboration provider, you’ll want to keep in mind a few additional topics:

• API Format - Which standards do the underlying APIs support (REST, SOAP, etc.)
• Authentication - Which auth methods each API uses (e.g. OAuth, basic auth, etc.)
• Pagination and Rate Limits - How large responses are accessed in each API
• Test Accounts - How to access sandboxes for each API

We’ve built Merge to help developers easily integrate with multiple file storage systems. Our File Storage Unified API is all REST-based, with one type of authentication, pagination, rate limiting, and automated issue detection to make development simple.

For all of this info in one comprehensive place, plus more in-depth examples of file storage integrations, download the Guide to File Storage APIs and Integrations or sign up to get started.

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