Use Box as a data source

Resources

Data Source Type:

Box

Authentication: OAuthToken Authentication
File Selection: Klipfolio provides an interface to select files and explore folders associated with your account.
Video Use Box as a data source

Step-by-Step

Creating a data source using Box

To create a data source using a file associated with your Box account, you need to accomplish 3 tasks:

  • Start the data source creation process.
  • Use your OAuth token to authenticate with Box.
  • Use the file selection tool to select files from your Box account.

Step 1: Start the data source creation process

To create a data source using Box, go to the Connector Gallery page in Klipfolio and select Box.

Step 2: Use your OAuth token to authenticate with Box

  1. Click the Sign In to Box button.
  2. Enter your Box username and password. 

Step 3: Use the file selection tool to select files from your Box account

  1. Select your data file using the selection tool.
    If the file is located within a sub-folder, click the folder icon to view its contents.
  2. Click the Submit button.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

NOTE: If you are having difficulty sharing your folders and files publicly, make sure that the administrator of your Box account has provided you with permission. If you are the administrator of your Box account, you can find the related settings on your Enterprise Settings page under Content and Sharing. Enable External links to folders and files and set access options to Open, Company and Collaborators. Make sure you save your selected settings!

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