Box

Needl.ai - Box integration allows you to sync all your Box folder’s data into Needl.ai. Follow these steps to get started:

Video Tutorial 📽

1. Link your Box Account

• Navigate to the Connected Sources section on the left side of the app, and click on Add

• Click on the connect CTA on the Box source.

• A pop-up will open. Make sure you have read the Terms of Service and Privacy Policy before agreeing to them. Click on Get Started

• You will be asked to authenticate with your Box account (In case you are already signed in, your signed-in account will get linked)

• You will see all your Box folders listed. Choose the ones you would like to sync from the list

• You will see a success message once the integration is complete. Box data from the linked account will start reflecting on Needl.ai

2. Modify your integration

• On the Connected Apps page, hover over the Box icon again. Click on Options

• Click on Manage . You will see a list of all your Box folders.

• Select/ deselect the ones you would like to sync into Needl.ai. Click on sync

• Folder’s data from the selected folders will start reflecting in your Needl.ai account within 4 hours.
• On the Connected Apps page, hover over the Box icon again. Click on Options

• You can choose to Add new account or Delink the current integration from here.
• To add a new account, click on Add new account and follow the steps again. To Delink the existing account, click on Delink

FAQs