Box integration

Alli supports easily importing external files and folders via Box integration so they can be used as a knowledge base. It automatically indexes materials already used within your organization on Box and reflects the folder structure as-is for management, enabling freer and more flexible document management. This guide walks you step-by-step through the entire process from Box platform app settings to Alli dashboard integration. If you complete the setup following the steps below, you will be able to easily use the Box content used in your organization within Alli.

✅ Create an app in the Box Developer Console

1. https://app.box.com/developers/console Go to the Developer Console page.

2. Create a Platform App.

1. Set the app access level to App + Enterprise Access.

1. Select the app scope option 'Write to all files and folders in Box'.

1. In Advanced Features, enable 'Make API calls using the delegate user header' and 'Generate user access tokens'.

2. Save the changes.

✅ Approve the app in the Admin Console (only accounts with admin privileges in Box can access)

1. https://app.box.com/developers/console Go to the Admin Console page.

2. Under Integrations > Platform App Management > ... click the Reauthorize/Authorize button to approve the created app.

1. In the App Approval tab, click the 'Review and Submit' button. Clicking this button will change the app to an active state.

✅ Check integration information

1. Developer ConsoleGo to and select the applicable app > obtain the User ID from General Settings.

1. Then obtain the Client ID and secret from Components.

🔗 Alli Dashboard Integration Settings

1. Go to the Alli dashboard, select Box under Knowledge Base > External Data tab, enter the three values you just obtained into the fields, then click the Integrate button.

1. Integration is complete.

Box Integration and Document Indexing

Once Box integration is complete, document indexing will operate as follows depending on whether the automatic indexing feature is enabled.

🔄 Turn ON Automatic Indexing

• Every day at midnight based on the project's timezonedocuments stored in Box are automatically synced to the Alli dashboard.

• The latest documents are automatically reflected without any separate manual work.

⏸ Automatic Indexing Feature OFF

• Document synchronization will not occur automatically.

• When needed, the user must click the [Run Now] button to manually execute a batch job.

⏰ Automatic Indexing Schedule Indexing is performed every day based on the project's configured timezone at midnight (00:00) .

You can check the integrated content in the Documents tab. When integrated, the folder structure in Box is reflected as-is in the Alli dashboard and documents are organized accordingly, and only documents within the permission scope of the user's Box account are integrated. ⚠️ Notes

Because integrated documents are automatically updated based on changes in Box, any edits to document content must be made only within Box. Please refrain from editing documents in the Alli dashboard.