Article Summary
Integrate your Box account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.
Estimated Time
5 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to Box account with appropriate permissions
Box admin approval (may be required for some organizations)
Understanding of which Box folders contain relevant content
Step-by-Step Instructions
Step 1: Create Box Connection
When importing from Box, you provide AutoRFP.ai access to your Box account. Each Box account you add is a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select Box. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Click Create Connection.
Step 2: Grant AutoRFP Access to Box
You will be redirected to Box to grant necessary permissions.
Review the requested permissions.
Click Grant access to Box or Approve to authorize the connection.
Step 3: Choose Content to Import
After granting access, the Box file selector opens.
Navigate through your Box folder structure.
Select the documents or folders you would like to sync.
Click the checkmark to confirm your selection.
Step 4: Navigate Back to AutoRFP
You will be automatically redirected back to AutoRFP.
Wait for import confirmation.
You will see a green confirmation message when the import is successful.
Click Continue to proceed.
Step 5: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
💡Tips & Best Practices
Check with Box admin if approval is required for your organization
Document which Box folders contain relevant content for import
Review Box folder structure before importing
Plan folder selection for easy management
✋🏼 Common Mistakes to Avoid
Importing too many folders simultaneously - causes import to fail
Not waiting for sync to complete before importing additional content - creates conflicts
Not obtaining Box admin approval when required
Forgetting that imported content cannot have editable snippets - use manual import for editable content needs
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en