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How to setup Box integration

Prerequisites

 
  • You are an admin on your "your-templafy-domain.templafy.com"
  • You are an admin on your company BOX account

 

How to setup the integration in Box?

  1. Go to https://[box_tenant].app.box.com/developers/console (Developer Console App)
  2. Choose "Create new app" then "Custom app" then "Server Authentication (with JWT)"
  3. In the "Configuration" section of the newly created app, under the App Access Level switch "App Access Only" to "App + Enterprise Access"
  4. In the "Application Scopes" section select "Read all files and folders stored in Box", "Read and write all files and folders stored in Box", "Manage users", "Manage groups", "Manage enterprise properties"
  5. In the "Advanced Features" section here select "Make API calls using the as-user header", "Generate user access tokens"
  6. In the "Add and Manage Public Keys" section here select "Generate a Public/Private Keypair". This will require 2-factor authentication. Save the private key locally.
  7. In the "CORS domains" section here write the following: 'https://[templafy_tenant].templafy.com' (without the quotes)
  8. Save
  9. Go to https://app.box.com/master/settings/apps (Admin Console App)
  10. In the "Custom Apps" section of the "Apps" tab, select "+" then add the Client ID from the App created in from the above steps. The Client ID can be found in the private key from step 6
  11. Check that the Custom App is Authorized and Enabled. If not, select the menu and authorize/enable
  12. Create "Box" integration in Templafy Admin (steps below) and fill in the mandatory fields with the data from Box
  13. Share resources with the user  via https://app.box.com/folder/0 (Box App) and browse them in Templafy
 
  • Please note: When copying the Private Key into the Templafy Box integration, please ensure the whole key string is copied. This includes -----BEGIN ENCRYPTED PRIVATE KEY----- and -----END ENCRYPTED PRIVATE KEY-----\n.

 

How to setup the integration on Templafy's side?

  1. Go to "your-templafy-domain.templafy.com"
  2. Click "Libraries"
  3. Click ""Add external library"
  4. Choose "Box" in the dropdown

    box1.png

  5. Use the information obtained from the private key in "How to Setup Box" above. Please refer to note in the orange box above.
  6. Click "Create"
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