Laserfiche is an advanced connector: it runs on an OAuth client your organization owns, so an administrator configures it once for the firm before anyone can connect. Advanced connectors are included on some plans only — if Laserfiche shows Not on your plan, contact your Caddi account team.
There are two ways to connect Laserfiche. The steps below use the OAuth web-app route, where each person signs in with their own Laserfiche account. To have Caddi act through a single service identity instead, see Laserfiche Service Principal Setup.
Part 1: Create the OAuth app in Laserfiche
Create an OAuth app in Laserfiche following their documentation, with these two settings:
Redirect URI — must be set to
https://app.trycaddi.com/oauth-callback. Caddi also shows this value, with a copy button, in the dialog in Part 2.Scopes — Caddi uses
repository.Read repository.Write table.Read table.Write. If you grant a different or more granular combination, enter those scopes in Caddi in Part 2.
Have the Client ID, Client Secret, and your Laserfiche Cloud Account ID available. All three are required in Part 2.
Part 2: Configure the connection in Caddi
You need to be an organization owner or admin for this part.
1. Go to app.trycaddi.com and sign in.
2. Open Settings from the left navigation, then select Integrations.
3. Find Laserfiche under Connectors you can configure and select Configure.
4. In the Connect Laserfiche dialog, fill in:
Connection Name — the name shown to users in Caddi. This name is set when you create the connection and stays with it.
Client ID — the client ID of the app you created in Laserfiche.
Client Secret — the client secret of that app.
Customer ID — your Laserfiche Cloud Account ID, the one you use to sign in to Laserfiche Cloud.
OAuth Scopes — leave empty if you used the scopes above. Fill in your space-separated list only if you granted something different.
5. Select Save Configuration.
Laserfiche now appears in your organization's connections table. Everyone in the organization can connect their own account to it until an owner or admin changes Who can use this connection on that connection. See Integration Permissions FAQ for the options.
Part 3: Connect your account
Each person who needs Laserfiche in a loop does this once.
1. Open Integrations from the left navigation.
2. Find Laserfiche and select Connect.
3. Sign in at the Laserfiche prompt and approve the connection. Caddi returns you to the Integrations page when the connection completes.
Laserfiche should now show as Connected.
Troubleshooting
Needs attention on the Laserfiche card means the connection has stopped working — usually an expired or revoked token. Select Sign in again.
Needs setup means the organization-wide client in Part 2 has not been configured yet. If you are not an admin, select Ask for it to notify your organization's admins.
If the Laserfiche prompt rejects the redirect, check that the redirect URI on the Laserfiche app is exactly
https://app.trycaddi.com/oauth-callback.If a loop reports it cannot read or write where you expect, check the scopes granted on the Laserfiche app against what you entered in Caddi.