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Test & rotate Filevine credentials

Validate a Filevine credential, disable it temporarily, or rotate its Client Secret and PAT when they change.

A Filevine credential is the bridge between VineMerge and your firm's Filevine data — and like any bridge, it needs a check-up now and then. This article shows you how to test a credential, toggle it off temporarily, and rotate its secrets when Filevine changes them.

Test a credential

Each credential card on the Integrations page has a Test Integration button at the bottom. Clicking it sends a live request to Filevine using the stored Client ID, Client Secret, and PAT — exactly the way a real workflow would — and reports back whether the credential is still valid.

  1. Open Integrations from the sidebar.
  2. Find the credential card you want to check.
  3. Click Test Integration. You'll see a brief loading spinner.
  4. Read the toast message that appears:
    • On success: Connection verified successfully.
    • On failure: Connection test failed. (Filevine sometimes returns a more specific error — VineMerge passes that through when available.)
Credential card showing the Test Integration button
Connection verified successfully toast

Test a credential whenever you:

  • Just rotated the Client Secret or PAT in Filevine.
  • Hit an unexplained failure on a bulk update or schedule transfer.
  • Haven't used a credential in a few weeks and want to confirm it still works before kicking off a large run.

Disable a credential without deleting it

Every credential card has an Active toggle in the header. Switching it off does not delete anything — it simply tells VineMerge to stop using that credential until you flip it back on.

Use the toggle when you want to:

  • Temporarily take a credential offline during firm-side maintenance.
  • Force workflows onto a different credential (handy when troubleshooting which one is in use).
  • Park an old credential while you decide whether to keep it.

Disabled credentials cannot be selected by any workflow. The card dims to make the state obvious. You'll see a confirmation toast — Integration enabled. or Integration disabled. — each time you flip the switch. Re-enable any time by toggling it back on.

Active toggle on a credential card

Rotate the Client Secret or PAT

Secrets do not last forever. Filevine PATs expire on a schedule, and your firm's security policy may rotate Client Secrets periodically. When that happens, paste the new values into the existing credential rather than deleting and recreating it — workflows pointed at the credential keep working without reconfiguration.

  1. On the credential card, click Manage.
  2. Choose Edit Credential from the dropdown.
  3. The dialog reopens with the Label populated. The secret fields are blank — VineMerge never displays stored secrets back to you.
  4. To rotate, paste the new Client ID, Client Secret, and Personal Access Token into all three fields. (Leave any field blank to keep its current value, but a full rotation is usually safest.)
  5. Click save. VineMerge re-validates the credential against Filevine and shows a result toast.
Edit Credential dialog

Rotate when:

  • Filevine has issued a new Client Secret under your firm's rotation policy.
  • A PAT has expired or is about to.
  • You suspect a secret was leaked or shared outside the team.

Just renaming? You can edit the Label on its own — leave the Client ID, Client Secret, and PAT fields blank and save. VineMerge will update the label without re-validating, so a quick rename never risks marking a working credential as failed.

Troubleshooting a failed test

If Test Integration keeps failing, check these in order:

  1. PAT expired in Filevine. This is the most common cause. Generate a fresh PAT in Filevine and rotate it via Edit Credential.
  2. Client Secret rotated but not pasted. If Filevine rotated the secret on their side, your stored value is now stale. Rotate it via Edit Credential.
  3. Filevine outage. If Filevine itself is down, every credential will fail at the same time. Wait a few minutes and re-test.
  4. Wrong values pasted originally. If a credential has never validated successfully, the easiest fix is to delete it and create a new one — see Connecting Filevine.

As a rule of thumb: edit when the credential used to work and just needs new secrets; delete and recreate when something about the original setup looks wrong (wrong provider, wrong Filevine org, typo in the Client ID).

Next steps