Sugar and Box integration- RT SugarBox

Sugar and Box integration- RT SugarBox

Manage Box documents in Sugar


This integration between Sugar and Box lets you access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers. This plugin also facilitates in making collaborations with other users all the more easier.

Features and Benefits

BI-DIRECTIONAL CONTENT SYNCING

Access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers. With Box and Sugar integrated together, manage all documents and upload content to and from Sugar. Create shared work spaces within Sugar to collaborate with team members, customers etc.

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BOX DASHLET

On List View or record view pages of sugar’s modules (Only mapped with box.com modules), user can create custom dashlets to view related box.com folder directory in an embedded inframe. User can upload files directly from this inframe both manually or drag-and-drop file.

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BOX CONFIGURATION

Integrate your Box.com account with your Sugar system. This can be done directly from within Sugar. Through the administration section, just add in your Box.com credentials and you are all set to go!

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MAPPING OF MODULES & FIELDS WITH BOX FOLDERS

RT SugarBox facilitates you in mapping Sugar modules and fields to any Box directory. You will also be able to add and delete multiple mappings as well. So when you sync documents, they get mapped onto the assigned box directories.

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DETAILS
Version Compatibility

BI-DIRECTIONAL CONTENT SYNCING

Access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers. With Box and Sugar integrated together, manage all documents and upload content to and from Sugar. Create shared work spaces within Sugar to collaborate with team members, customers etc.

BOX DASHLET

On List View or record view pages of sugar’s modules (Only mapped with box.com modules), user can create custom dashlets to view related box.com folder directory in an embedded inframe. User can upload files directly from this inframe both manually or drag-and-drop file.

BOX CONFIGURATION

Integrate your Box.com account with your Sugar system. This can be done directly from within Sugar. Through the administration section, just add in your Box.com credentials and you are all set to go!

MAPPING OF MODULES & FIELDS WITH BOX FOLDERS

RT SugarBox facilitates you in mapping Sugar modules and fields to any Box directory. You will also be able to add and delete multiple mappings as well. So when you sync documents, they get mapped onto the assigned box directories.

REAL TIME UPDATES

Box.com notifications will be enabled in Sugar activity stream. You will be able to View content status updates directly from your Sugar activity streams. Track the uploads, deletions, mappings etc. onto Box directly from the activity streams.

COLLABORATIONS

Invite teams and other users to collaborate on the mapped box directories. Furthermore, you will be able to handle roles and permissions to assign to the collaborators on the shared content.

Support

Phone Support:
Support Email: support@rolustech.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://rolustech.com/rtsugarbox/terms-conditions/
Privacy Policy: http://rolustech.com/rtsugarbox/privacy-policy/

Box Dashlet within SugarBox Dashlet within Sugar

Resources

Please where we're going to have PDF and what not

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