Overview, Installation and Configuration

Overview

SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable, and affordable customer relationship management (CRM) solution on the market. Over 225,000 businesses and 99% of the Fortune 500 have already discovered how Box.com delivers a secure, scalable platform for storing and sharing your files as well as a platform for file collaboration.

The Box Integration for Sugar by Faye was designed to take file sharing and storage one step further, by conveniently syncing the cutting-edge cloud collaboration functionality of Box with the straightforward and powerful relationship management of Sugar.

Key Benefits

• Use Box to manage all documents and uploads for any record in Sugar (accounts, leads, opportunities, anything)
• Map any field in a Sugar record to the corresponding Box-folder
• Share, tag, edit, upload, and revise documents from within the Sugar record
• Drag-and-drop file uploadsPreview and tag documents from within Sugar
• Preview and tag documents from within Sugar

New Features and Changes

• New: now you can have a BOX dashlet in the home module/main dashboard. This will default to the root folder setting
• Enhanced folder mapping. Now map to as many child fields as you want. This will allow you to go deeper into the folder structure
• A new mapping field called “_module” will default to the display name of the module. This means that you can map a contact to its related account and have that contact go into a Contacts folder.
• There is a new cancel button that will allow you to skip creating a new folder in BOX and instead be placed inside the deepest possible folder based on the mapping selected.
• When setting up the dashlet in a module with only 1 available mapping the integration will now auto-select that option.

Table of Contents

1. Installation
2. Configuration

 

1. Installation

Please follow the steps in this guide to install the package.

2. Configuration

1. Navigate to the Admin screen, scroll to the bottom, and click on the Sugar–Box Settings.

2. If this is the first time you have installed the Sugar–Box Integration then you will be prompted to enter the FBSG License Key before proceeding to the Settings page. Enter the license key that was provided to you by Faye or Sugar Outfitters and then click Save.

3. After entering the FBSG license key you will be redirected to the Sugar–Box Settings page.

4. In the General Configuration tab enter the Box Application URL, client_id, and client_secret.

NOTE: If you have NOT created a Box.com application please continue to the guide on Creating a New Box.com Application.

NOTE: The Root Folder dropdown will only have options once the integration has connected to Box.com.

5. Then click on the Connect to Box.com button and a pop-up will appear and ask you to grant access to your Box account. Click on the Grant access to Box button.

6. If you have succeeded in granting access to your box account, then you may proceed to the How to use the Box Integration guide.