Box.com Integration for VTiger makes it very easy to manage documents from the CRM. It fully integrates the two applications, by assigning box.com folders to VTiger records. Folders are then accessible directly from VTiger.

How to Integrate VTiger 7 with Box.com

Note: To integrate VTiger with Box account, you need to have active SSL certification on your CRM URL. The Box.com API does not work without it.

• Open this URL: https://app.box.com/developers/console/

• Select “Create New App”

• Select “Custom App” and hit “Next”

• Select “OAuth 2.0 (User Authentication)”. This is the login method that your CRM will be using to connect to the Box account. Click “Next”

• Name your newly created app, read the Terms of Service for the Box API, and click “Create App”.

• A confirmation will appear that your new app has been created. Hit the blue button saying “View Your App”. Under OAuth 2.0 Credentials, you will see the values “Client ID” And “Client Secret”. Copy the keys and paste into the CRM Box.com integration and configuration.

•  Main Menu > CRM Settings > VTiger Premium > Go to Extension List > Box.com Integration.
• Default Folder: it will be used as top level folder for your folder searches (to assign folder to record) as well as the default folder will open up if there is no folder assigned to a record
• Paste the “Client ID” And “Client Secret” here.
• Redirect URI: the Redirect URI will be your CRM URL + this path: /modules/VTEBoxComFolder/BoxComAPI.php . So, the redirect URI should be something like this: www.yourCRMURL.com/modules/VTEBoxComFolder/BoxComAPI.php

• Select the modules you want to enable the Box folder sharing for under Click to Enable Box.com Integration and hit “Save”.

For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.