In this article we will give you a short explanation on how to create a Box Connector in your portal.


Note: You will need a Box account already setup in order to create this connection.


You can use the Box connection to upload various datafiles for use in the portal, be it a datafile of your customers to send out invites or adding additional background information, such as information about the respondent, products and/or services they purchased, to the data already present in the database.



Table of contents:


General

CYS provides 7 different ways of importing data into your portal:


  • Via manual upload
  • Via SFTP
  • Via OneDrive
  • Via Google Drive
  • Via Dropbox
  • Via Box
  • Via an API connection


For each option you will find an explanation in our Knowledge Base. This article is about setting up the Box Connection.


Adding the import source to your portal

  • Open your portal and in the left-hand pane click DATA GARDEN (1) to open the dropdown list. 
  • Click Import (2).
  • Click the Add import source (3) button on the top right of your screen.



  • Select Connectors & Integration (4) and use the previous / next buttons to scroll through available options. 
  • When you come to the Automatically upload through Box (5) option, click the Add (6) button.



  • A pop-up will appear where you need to enter a name for your import source. After doing so, click Add.
  • The import source will be added to your portal.
  • Click the EDIT IMPORT (7) button of the import source you just added.



  • Click the Definitions (8) tab.
  • Here you can add the columns of your datafile. You can do this manually or by uploading a sample datafile. The file can be an Excel file or a CSV file. We recommend using a sample datafile to add the columns to your import.



For more information about Setting up an import, please read the Defining the columns article.



After adding the column definitions to your import source, four new tabs will be available to you; File Sources, Rules on Import, Data View and Log (9). Click the File Sources tab. To connect your import source to Box, you need to click on the Connect to Box button. You are asked to sign in to your Box account by using the Box Integration:



After filling out your credentials, click Authorize to proceed to the next step. You are now presented with an overview of the access rights that are needed for this integration. Click the "Grant access to Box" button in order to approve this access.


Once the connection is established, you can indicate the folder path to the folder in which you provide the files for import.



The connection will automatically check if there are new files provided, and will process them accordingly. The filename will be edited to indicate that it is processed.