Coefficient’s Box integration allows you to seamlessly import your Box data directly into Google Sheets, eliminating the need for manual exports or CSV uploads.
By connecting Box with Coefficient, teams can automatically sync data on files, folders, users, and permissions, ensuring spreadsheets always reflect the latest information. Scheduled refreshes make it easy to maintain accurate, real-time visibility across your Box environment in Google Sheets.
This integration is ideal for IT, security, and operations teams looking to centralize Box data, streamline workflows, and collaborate more effectively using spreadsheets as a single source of truth.
Import from Box (Sheets/Excel)
Schedule your Import, Snapshots, and Automations
Connecting to Box
Before completing your first import, you will need to connect/authorize Coefficient for Box.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Scroll to the bottom part of the screen and click on Add Connection. From the next screen, select Box. |
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4. Click on "Authorize" to open the screen that asks for permission to connect to Box. |
5. Select "Grant Access to Box" to connect your Box instance. |
Import from Box to Excel
You can import an Excel file stored in Box directly into a working spreadsheet, enabling dashboards, live data analysis, and filtering to help boost productivity and streamline reporting. 📈
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1. From the Sidebar, select “Import from…”. |
2. Click on "Files". |
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3. Select "Excel" from the list. |
4. Choose Box from the source options. |
5. A window will open, allowing you to select (highlight) the Excel file you’d like to import using Coefficient. Once you have selected the desired file, click on the check icon (✅) to proceed.
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6. Select from the available Tab, Range, and Header options provided. Click on Next. Tab - select the specific Tab that needs to be imported into the workbook/spreadsheet Range - Choose between Entire Tab to import all rows or Specific Range if only specific rows are to be imported Header - Select First Row as the header or No header
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7. Review and select the columns you’d like to include in your import, then provide a name for the import. |
8. Congratulations on successfully creating an Excel import from Box! 🎉
Import from CSV
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1. From the Sidebar, select “Import from…”. |
2. Click on "Files". |
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3. Select "CSV" from the list. |
4. Choose Box from the source options. |
5. Select the CSV file you’d like to import into your spreadsheet or workbook. Click on the check icon (✅) once the file for import is highlighted to continue.
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6. Review and select the columns you’d like to include in your import. Add filters here if needed. |
7. Provide a name for the import. Advanced Settings: Skip: You may skip non-header rows to ensure the import starts on the first header row. Custom Delimiter: This can be used/modified based on the characters in the file. |
8. Congratulations on successfully creating a CSV import from Box! 🎉
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Box
Can I modify files stored in Box using Coefficient?
No. Coefficient can only read Excel and CSV files stored in Box and import them into Google Sheets or Excel. At this time, Coefficient does not support writing changes back to files stored in Box.