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How to Automate iTero to 3Shape Workflow in 2026

By the My Lab Board team
· 4 min read · April 13, 2026

If you're reading this at 7:30 AM with your coffee, clicking through the iTero portal, downloading STLs one at a time, renaming them, dragging them into 3Shape case folders, and wishing you had an extra pair of hands — this post is for you.

We've been running a dental lab in St. Catharines for years. For the first two of those, we did the iTero → 3Shape handoff by hand, every single morning. Somewhere around case number 400, we realized we were spending about 35 minutes a day on pure clicking and file-shuffling before anyone had touched a margin line.

That's 140 hours a year. Gone. Before design work. Before anything billable.

Here's what we figured out, why the "AI" solutions most labs are being sold don't quite work, and the actual architecture a modern lab can use in 2026 to automate this in a way that's cheap, reliable, and doesn't break the first time iTero updates their portal.

What the manual workflow actually looks like

Let's be specific, because "automating iTero" means different things depending on what part of your morning you're trying to eliminate:

  1. Log into the iTero portal (bff.cloud.myitero.com/labs/home)
  2. Scroll through the case list, eyeballing which ones are new overnight
  3. Open each case, download the Rx PDF, download the STL(s), sometimes download photos
  4. Create a new folder in your 3Shape cases directory, name it by patient or case number
  5. Rename each STL to what 3Shape expects (upperjaw.stl, lowerjaw.stl, preop.stl, etc.)
  6. Open 3Shape Dental System, create a new order, manually type in patient name, dentist, due date, tooth number, material, shade — all things already written on the Rx you just downloaded
  7. Import the scans through the 3Shape scan import dialog
  8. Save, and now finally you can start designing.

If you have three cases, that's fifteen to twenty minutes. If you have eight cases, that's an hour. Every single day.

Why most "solutions" don't actually work

A few products market themselves as "iTero automation" or "scan downloaders." Having tried most of them, here's what they actually do — and where they fall short for small labs:

1. Generic downloaders

They pull files from the iTero portal on a schedule and dump them into a local folder. Great, you've saved 10 minutes of clicking. But you still manually create the 3Shape order, still manually type the Rx data, still manually rename files. You're automating a small piece of the problem.

2. Enterprise LMS integrations

Big platforms like DLMS claim iTero integration. In practice, their integrations require IT setup, cost $200+/month on top of your base plan, and break any time iTero changes their API. They're also built for labs large enough to have a dedicated IT person — which most labs aren't.

3. Off-the-shelf "AI" tools

Some newer services promise to read the iTero Rx with AI and build 3Shape orders. The read part works reasonably well — modern vision models have no trouble extracting tooth numbers and shades from an Rx image. The write part is where most of them fall short: getting a finished, correct order into 3Shape is the hard part, and it's the part that saves the most time.

What good automation looks like

Forget the tools for a moment and look at the result. When iTero-to-3Shape automation is done well:

Could you build that yourself? We did, inside our own lab, and it took about eight months of nights and weekends to get right. If you'd rather spend those evenings elsewhere, My Lab Board does all of it out of the box.

What this actually changes about your day

When this is working properly, your morning goes like this:

  1. You walk in at 8 AM, pour coffee.
  2. Your board already shows 6 new cases that came in overnight, sorted by due date.
  3. Each case has the Rx parsed, patient data populated, scans already imported into 3Shape.
  4. You pick the top case, open it in 3Shape, start designing.

The 35 minutes of clicking is gone. You're designing at 8:02 instead of 8:37.

Over a year, that's close to 150 hours of extra bench time. For a one-tech lab that's probably 30-50 extra cases of capacity, just from not doing data entry.

⚠️ A word on case data

Patient names and scan files are sensitive. Whatever you build or buy, make sure the data is encrypted in transit and at rest, and that only your lab can access it. If you're using a cloud service, read their security page carefully.

Bottom line

iTero-to-3Shape automation is not a nice-to-have anymore. For a 1-5 tech lab, it's the single highest-ROI workflow change you can make. The technology is affordable now, and labs that don't adopt it over the next two years will find themselves at a real disadvantage against labs that have.

Whether you build it, buy it, or cobble it together — just stop doing 35 minutes of clicking every morning. Your bench time is worth more than that.

Want all this, ready to go?

My Lab Board brings iTero, 3Shape and your scheduling board together. The Lab Board + Agent plan is the one that connects your lab computers, so cases arrive on their own; Lab Board has everything else. Both start with 14 days free — see the plans.

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