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Interfolio Review, Promotion & Tenure Integration Capabilities

This chart is meant to be a quick cheat sheet for understanding the different ways data can be pushed into or pulled out of our system.

Data Content Available Medium(s) Agent(s) of Use Process/ Automated
Unit Hierarchy
  • Product User Interface
  • API
  • Client
  • Customer Success Manager
  • Create one by one in UI
    • Done by user, not automated
  • Create one by one in API
    • Can be automated
Users
  • Product User Interface
  • API
  • Bulk Upload UI (Super)
  • SFTP
  • Client
  • Customer Success Manager

  • Create one by one in UI
    • Done by user, not automated
  • Create one by one or in bulk in API
    • Can be automated
  • Bulk upload CSV via Super UI
    • Can only be done by a Super
  • Bulk CRUD via SFTP and Pipedrop
    • Automated
    • Can be automated
Committees
  • Product User Interface
  • API
  • Client
  • Customer Success Manager
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
Candidate Forms
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated
Committee Forms
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated
Packet Templates
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
Packets
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
  • Create in bulk in UI
    • Done by user, not automated
  • Create in bulk in API
    • Can be automated
  • Review / report in UI
    • Done by user
  • Report in API
    • Can be automated
Documents (Packet Attachments)
  • Product User Interface
  • API
  • Client
  • Create one by one in UI
    • Done by user, not automated
  • Create in bulk in UI
    • Done by user, not automated
  • Create one by one in API
    • Can be automated
Workflow Steps
  • Product User Interface
  • API
  • Client
  • CRUD one by one in UI
    • Done by user, not automated
  • CRUD one by one in API
    • Can be automated
Workflow Movement
  • Product User Interface
  • API
  • Client
  • Single operation in UI
    • Done by user, not automated
  • Single operation in API
    • Can be automated