How to sync Office 365 SharePoint and Box

Here are short instructions for how to sync an Office 365 SharePoint site with Box.

NOTE: You must have a cloudHQ Business plan to add SharePoint accounts using cloudHQ.

  1. Click the Office 365 SharePoint icon:
    Office365Sharepoint
  2. Select an already-configured SharePoint account or click “Add SharePoint” to add a new SharePoint account:
    Office365Sharepoint
  3. If you click “Add SharePoint,” you will be forwarded to authorize cloudHQ to access your account:
    Office365Sharepoint
  4. Click “Accept” to authorize cloudHQ to access your account:
    Office365Sharepoint
  5. Search SharePoint site you want to sync. Please type more than 2 characters of site name to search:
    Office365Sharepoint
  6. Select the SharePoint folder you want to sync or click “Create Folder” to create a new one, then click “Select”:
    Office365Sharepoint
  7. Select the Box icon:
    Box
  8. Select an already-configured Box account or add a new Box account:
    Box
  9. If you click “Add Box,” you will be forwarded to authorize cloudHQ to access your account:
    authorize cloudHQ
  10. Click “Grant access to Box” to authorize cloudHQ to access your account:
    Grant access to Box
  11. Select what you’d like to sync, then click “Next”:
    Box
  12. Select the Box folder you want to sync or click “Create Folder” to create a new one, then click “Select”:
    Box
  13. Choose your options. Synchronization will start automatically:
    Bpx
  14. The synchronization status will display after the initial synchronization:
  15. Here is How to Monitor Status of Sync.
  16. An email will confirm the success of the initial synchronization.

 

Tagged: