Install the Next-Generation Box Connector

Note: This article is about the new beta Admin App, which is still in development. Changes may occur. Please provide feedback directly in the beta app.

When your organization stores collateral in Box, syncing it directly to Showpad ensures your sales team always has access to the most up-to-date materials without manual updates. This saves time on administration, letting you focus on creating great content.

Organizations and permissions change, so you can change the ownership of the synchronization when needed.

Updates to the content in your Box cloud storage will be reflected in the Files Library of the Admin App. However, if you delete a synced folder or asset in Box, it will be archived in Showpad instead of permanently deleted. Use Showpad's monitoring tool to track asset activity and log changes.

See how it looks

Key features

• Streamlines your asset management in Showpad
• Ensures there is a single source of truth for your collateral
• Provides updates and insights into asset activity
• Ability to change ownership of the synchronization
• Link multiple Box accounts across Divisions or to a single Division
• Box content updates sync automatically with Showpad
• Deleted assets in the Box are archived in Showpad

You need this to succeed

• The beta Admin App enabled
• Feature availability depends on your subscription package
• Content in Box
• As the Integration user, you need read-and-write access to all Box folders that will be synced. We recommend using a dedicated integration account rather than an individual user’s account.
• Enable third-party apps in Box, so the connection is allowed
• Upload supported file types
• To edit the selected synced folders, you must be the integration owner

Note: You cannot rename a file, move it to the trash, or upload a new version in the Admin App if it was synced from Box.

Note: You must create and manage tags related to synced assets in the Admin App. Tags are not transferable from Box.

The quick way

• Install the Box app
• Connect to Box
• Confirm Configuration
• Find details in the dashboard

Do this step by step

Install the Box app

1. Click the gear icon to go to Settings.
2. In the Showpad Apps section, select Manage Apps.
3. Click the Install App button.
4. Select the Box app to install it. Be sure to check the Automatically install the new version when available box (default).
5. Click Install.
6. Once the app is installed, you'll need to authorize the integration.

Connect to Box

1. Click the gear icon to open the Settings.
   
2. In the Showpad Apps section, click Box.
   
3. The first time you open the Box app, you'll be asked to authorize the integration. To do so, click the Authorize button. 
4. Click the Add new connection button.
5. Select the Division to connect with and click the Connect to Box button. This ensures that your connection knows which Library/Division to sync assets to. If you don't have multiple Divisions, the dropdown list is not displayed.
6. This will open an external window, allowing you to enable the Showpad app to be able to read assets. When ready, click the Grant access to Box button.
7. Click Next.

   Note: Due to privacy reasons, other Showpad administrators can not view the selected folders. They are only visible to you, the owner of the integration.

8. Click Next.

Confirm Configuration

The last step lets you review your configuration and specify the sync frequency.

1. From the Sync frequency dropdown list, select the frequency that data is synced between Showpad and Box. The default frequency is 15 minutes, meaning that the systems will sync every 15 minutes. The following frequencies are supported:

   	Frequency	Description
   	15 mins	(default) The data is synced every 15 minutes.
   	30 mins	The data is synced every 30 minutes.
   	1 hour	The data is synced every hour.
   	2 hours	The data is synced every 2 hours.
   	3 hours	The data is synced every 3 hours.
   	4 hours	The data is synced every 4 hours.
   	6 hours	The data is synced every 6 hours.
   	8 hours	The data is synced every 8 hours.
   	12 hours	The data is synced every 12 hours.
   	24 hours	The data is synced every 24 hours.

2. Ensure the Enabled option is selected to enable the sync immediately. If you leave this unselected, the sync will be saved in a disabled state and ready to be enabled at a later point in time.
3. Click the Save connection button.

Once saved, an overview of the configuration is displayed:

Icons are available for you to perform the following actions:

• Enabled: You can enable or disable the sync by toggling the switch.
• Re-connect: You can reconnect the synchronization and log in to the Box account again.
• Refresh: You can trigger an immediate resync of all assets. This action does not impact the configured frequency schedule.

The three dot menu has the following options:

• Edit: You can modify the configuration settings.
• Duplicate: You can create a new connection for a different Division or reuse the connection with different settings. 
• Transfer ownership: You can transfer the ownership of the connection to yourself. Note that this option is only visible for connections that you don't own.
• Delete: You can delete the connection.

Dashboard

The Box dashboard will give you an overview of actions happening with your assets.

At first glance, the Metrics tab shows stats about the total number of files currently synced to Box, the last successful sync, the last failed sync and the connection status.

The chart below demonstrates how many assets were created, updated, and deleted by the sync in a given timeframe. Change the date ranges to compare data, and group by month, week, day, or hour.

In the Events tab, you’ll find an overview of assets synced to Box with more granular details related to the sync.

You can search for a specific asset, filter by date range, or sort the results as needed. You can also search for failed events with a particular reason for failure. Please check the dropdown menu to see all possible failure scenarios within your integration.