How to Connect Box as Data Source
The integration will allow you to receive files (created or modified) from Box, transferring them to other systems. For example, you can send files to your CRM, Google Sheets, or duplicate them in a convenient messenger. This will allow you to effectively automate workflows and save a lot of time.
Let's go through the entire Box setup steps together!
Navigation:
1. What data can I get from Box?
2. How to connect a Box account to ApiX-Drive?
3. Select Box folder.
4. Example of the resulting files.
To start setup click "Create connection".
Select a system as the Data Source. In this case, you need to specify Box.
Next, you need to specify the action "Get FILES (new)" - Apix-Drive will get all new files from Box and transfer them to the selected Data Destination system.
The next step is to select the Box account, from which Apix-Drive will get files.
If there are no accounts connected to the system, click "Connect account".
To connect your Box account, enter your Box username and password. Once logged in, select the connected Box account and click Continue.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
At this step, you need to select the folder from which you want to retrieve the file, and then click the "Continue" button.
If necessary, you can set up a Data Filter, or click "Continue" to skip this step.
To find out how to setup the Data Filter, follow the link: https://apix-drive.com/en/help/data-filter
Now you can see test data for one of the files in the selected Box account.
If you want to update the test data - click "Load test data from Box".
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the entire Data Source setup! See how easy it is!?
Now you can start setup the Data Destination system.
To do this, setup it yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.
Good luck!
