Integrating Box in Lumiform

Through our Box integration, you now have the ability to download all reports from Lumiform quickly & automatically.

Downloading reports manually takes too much time - but those times are over with Box


 

Box Integration in Lumiform

 

With this integration, all reports will be automatically downloaded into designated folders.

To connect Box, first navigate to the Marketplace. You can find it on the dashboard in the top right corner, represented by a puzzle piece iconBildschirmfoto 2024-03-13 um 08.28.28. Just click on it to access our Marketplace.

 

There, you will find an overview of our currently available data storage integrations:

 

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1. To connect Box with Lumiform, simply click on the box to Connect:

 

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2. In the next step, a window will pop up providing an overview. At the top right corner, you can begin        integrating Box with Lumiform by clicking on the Configure button:

 

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3. The first step is to authenticate your Box account. Click on Authenticate to begin the process:

 

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4. A new browser window opens where you have to select your Box account for  authentication.

 

If you do not see this window, it may be hidden in the background, please check that.

 

5. Next, Box asks for your consent to access Lumiform. Grant this by clicking on the Allow button.

 

6. Once this is done, a new window will appear confirming that the integration was successful:

Authorization completed successfully! You can then close this window.

 

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7. To proceed to the next step, click on Done in the overview section: 

 

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...and then proceed to select the output format for your reports:

 

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Currently, you can choose PDF, Excel, or both PDF & Excel as a format for your reports.

 

8. In the final step, you can complete the integration by clicking on Finish set-up:

 

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In the overview section, you will see under Status that the ox Integration is currently Activated

 

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This can of course be deactivated, removed, or reconfigured at any time:

 

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After completing the integration, a folder named Lumiform will be automatically created in Box.

 

 

Feel free to check out what other integrations Lumiform currently offers.