Box

Docsumo allows you to automate data imports directly from Box, enhancing your document processing workflows. Once you integrate your Box account, Docsumo can access and import files seamlessly. This guide provides a step-by-step walkthrough for setting up the integration.

  1. Access the Integration Library
    1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
    2. Select Connector Library to view all available integration options.

  2. Select Box Integration
    1. Locate the Box connector in the list.
    2. Click on Add Integration under the Box option.

  3. Name Your Integration
    1. A pop-up window will appear prompting you to provide an integration name.
    2. Enter a unique name for this integration (e.g., "Box_Invoice_Integration").
    3. Click Confirm and Integrate to proceed.

  4. Authenticate Your Box Account
    1. You will be redirected to the Box OAuth authentication page.
    2. Sign in with your Box account that you wish to integrate with Docsumo.

  5. Grant Permissions
    1. Review the permissions requested by Docsumo:
      1. Access content in your Box account: Docsumo will be able to view and download files in your Box storage.
      2. Access shared files: Docsumo will be able to access shared files within your account.
    2. Click Allow Access to grant the necessary permissions.

  6. Complete the Integration
    1. After granting permissions, you will be redirected back to Docsumo.
    2. Navigate to the My Integrations tab within the Integrations section.
    3. You should see your Box integration listed with a "Connected" status.

Post-Integration Setup

  • Once your integration is successfully configured, Docsumo will be able to:
  • Automatically import files from your connected Box account.
  • Enable seamless processing of documents stored in Box.

Managing Your Integration

  • To manage or disconnect your integration, visit the My Integrations tab.
  • Use the options next to your integration name to modify or remove it.