by Helfertech

Box Integration for SuiteCRM gives you the best way to organize your CRM files in the popular Box platform. We have simplified the process by allowing users to select the option to save files on the local server or upload them to Box.

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Bring the power of SuiteCRM and Box together

Box is a platform that provides a personal cloud storage service (also an online backup service) frequently used for uploading various file types, sharing files, and collaborating with other team members. With the Box Integration for SuiteCRM, you can take advantage of Box’s personal cloud storage service and better manage your files with these convenient features:

  • Keep your files securely in one location
  • Upload files from the 'Document' and 'Notes' modules
  • Save files locally or upload to the cloud storage
  • Bulk upload files from the ListView

How it Works

First, create a new app on the Box platform.

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Files and folders

Allow permissions that allow your app to view and manage files and folders.

set permissions.png set permissions 1.png set permission 2.png

Generate an access token

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Using Box Integration

Box Integration with SuiteCRM gives you the ability to create, edit, upload, and manage day-to-day documents.

Put your parent folder name and paste the access token on the configuration screen.

enter information.png install.png install app.png box.png

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