Integrations

Box

Available for

  • Team, Ultimate and Enterprise editions

Get in touch with Sales for licensing questions.

Use Cases

There are a number of use cases for the connector:

  • Project Managers can add files directly to projects from an online repository.

  • Set up the submitter portal to allow Submitters to add files to requests directly from the online repository.

  • Use Automated Project Creation (APC) to have Memsource automatically create new projects when a change in the last modified date is detected for monitored files or a folder.

    • Selected files are imported the very first time APC runs. All files are imported when a folder is monitored.

    • This connector supports absolute path setting.

  • Set up Continuous Jobs to have Memsource monitor selected files for changes.

Box Settings:

No changes are required.

Memsource Settings

Important

If accessing Memsource from a custom domain (ex. mydomain.memsource.jp), open an incognito browser window and log in via cloud.memsource.com or us.cloud.memsource.com to apply the authentication required for the creation or saving of the connector. After saving, the connector can be accessed via the custom domain.

  1. From the Settings Setup_gear.png page, scroll down to the Integrations section.

  2. Click on Connectors.

    The Connectors page opens.

  3. Click New.

    The Create Connector page opens.

  4. Provide a name for the connection and change the Type to Box .

  5. Click Connect to Box.

    A popup window or a new tab will appear requesting authorization.

  6. Click on Grant access to Box.

    If successful, the window/tab will disappear and a small checkmark appears next to the Connect to Box button.

  7. Click Save.

    The connector is added to the list on the Connectors page.

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