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Prerequisites (OAuth JWT Authentication Only)

Before you can establish a connection with Box with OAuth JWT authentication, you must create a custom OAuth application in the Box Developer Console.
1
Log in to the Box Developer Console.
2
Click Create New App.
3
Specify basic application information, as appropriate.
4
In OAuth 2.0 Redirect URI, add https://oauth.cdata.com/oauth/ as a redirect URI.
5
Click Create App.
6
After you have an administrator authorize the app, select the scope of user permissions your custom OAuth app can request.
7
After your application is created and registered, click Configuration from the main menu to access your settings. Note the Client Id and Client Secret. You will need these values to configure the connection in Connect AI.

Setup Guide

Follow these steps to connect Box to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Box into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select an Auth Scheme and follow the relevant instructions below.

Authentication Methods

1
Click Sign in to connect securely through OAuth. This action opens the Box sign-in page in a new tab.
2
Log in to your Box account and provide the requested permissions (if applicable).
3
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Box, see this information page.