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The multi-folder feature allows a single consumer connection to access and manage multiple folders/entities. This is typically useful for accountants managing several clients.

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How it works

  1. Regular mode (single-folder)
    • Enabled by default. No setup needed.
    • A connection is linked to one folder (selected during connector activation).
    • The folder_id query parameter is ignored.
    • All API calls operate on this single folder.
  2. Multi-folder mode
    • Allows a consumer to manage multiple legal entities.
    • Each API request MUST include a folder_id query parameter to specify the target folder (except for the GET folders endpoint).
    • This ensures full data segregation and prevents cross-entity issues.

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Activation & configuration

To enable multi-folder mode in a connector (if supported): SCR 20251002 Jbhj Pn
  1. Uncheck the first checkbox, usually labeled “Let the user specify the folder during activation”. Once unchecked:
    • Chift automatically grants the connection access to all folders the end-user has permission to access.
    • You fully control folder switching from your interface, rather than relying on Chift to enforce folder restrictions.
  2. The second checkbox (if present) is optional and used only by certain connectors (e.g., MyUnisoft) to allow end-users to select folders during activation.
    • This selection is purely UI-level; it does not actually restrict access if multi-folder is enabled.
    • However, Chift automatically blocks API calls to folders that were not selected.

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Important notes

  • Not all connectors support multi-folder. Check the connector’s documentation page to confirm compatibility.
  • Your implementation must support both modes (single and multi-folder) for full compatibility.
  • Additional dev work is required to integrate multi-folder support.