Connecting to Box

This article covers how to connect Openprise to Box when setting up a data source.

You will need a Box Account and credentials for Openprise. You can learn more about Data Sources here. 

Prerequisites

1. Folder and file already created within Box. Folder must be in root directory.
2. All future files within a folder will be the same template
   

When creating a new data source, select Box from the source technology and data format picklist.

1. Select the Add Account Information button to link your Box account to Openprise
2. Click on the Add Account button to sign into your Box account using your credentials
3. Select from an existing account if you've already linked your Box account to Openprise

Directory or entity - Select the folder in your Box account containing the sheet you want to import as a new data source.