Box Integration Guide

Overview

There is now another option for your document storage needs. Box is now integrated into PractiFI, allowing you to synchronise and access your Box documents within Client View. You must have a Box subscription to use this integration.

Installing and Enabling the Box integration (System Admin)

1. Install the Box for Salesforce app from the AppExchange listing.

The Installation Guide can be found in the Details tab of the listing

2. Go to Salesforce Setup

3. In the left hand menu, find Users

4. Select your username (as the System Administrator)

5. Scroll down to the Permission Set Assignments section

6. Click Edit Assignments

7. Add the Box Admin and Box Standard permissions

8. Save

 9. Go back to Salesforce Setup

10. Click on the ‘+’ in the nav menu to show apps

11. Click on the Box Settings app

12. Connect the Box admin login (this is your main practice administration login)

13. Choose a name for your root folder

14. Scroll down and connect your individual box user account

Now that you have connected the Box for Salesforce app, you can enable the integration in PractiFI:

1. Go to PractiFI Settings (top right menu)

2. Click the Config icon

3. Click the Integrations sub tab

4. Click the pencil to edit

5. Tick “Enable Box”

6. Save

Using Box

1. Navigate to a Client’s Feed

2. Click on the Box sub tab and use Box as you usually would

If it’s the first time, the user will be prompted to log in with their Box credentials