(Example) How to Get the Access Token Credentials from Box

To get the access token credentials from Box, do the procedure in this topic.

Prerequisites

  • One of these account types:
    • Box Business account
    • Box Enterprise account
    • Box Personal account

Good to Know

  • OAuth 2.0 access tokens require a 2-way exchange of credentials between AgilePoint NX and the external service. This means that you must get the credentials from the third-party service to paste in the AgilePoint NX access token, and get the redirect URI from AgilePoint NX to paste in the external service. This requires you to open both the AgilePoint NX access token and the third-party service at the same time, so you can copy and paste from one screen to the other.

    This topic shows the suggested procedure for Box. The exact procedure for your access token depends on whether you already have a connection (usually called an app) configured in the external service.

  • This topic gives one example. The procedure may vary depending on your configuration and account settings in the third-party service.
  • Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Step 1: Start Creating an Access Token in AgilePoint NX

First, create a new access token in AgilePoint NX for Box.

How to Start

  • There is more than one way to create an access token.

    For more information, refer to Access Token for Box.

Procedure

  1. In AgilePoint NX, open the access token configuration screen for Box.

    Box Access Token screen

    Do not configure the access token credentials.

    Keep the access token configuration screen open in AgilePoint NX, but do not save it.

Step 2: Create an App in Box

Next, create an app in Box.

How to Start

  1. In a new web browser tab, sign in to your Box account:

Procedure

  1. On the My apps section, click Create new app.

    Create new app
  2. On the Let’s get started. What type of app are you building? section, click Custom app.

    Custom App
  3. Click Next.
  4. On the Authentication method section, click Standard OAuth 2.0 (User Authentication).

    Standard OAuth 2.0
  5. Click Next.
  6. On the What would you like to name your app? section, in the text box, enter an app name.

    AgilePoint recommends you use an app name associated with your AgilePoint NX app or the way you want to use the app in AgilePoint NX.


    App name
  7. Click Create app.

    Click Create App

    This message shows.


    App name

Step 3: Copy the Box App Credentials

Next, copy the Box app credentials to your AgilePoint NX access token.

How to Start

  1. In one web browser tab, on the My apps screen, open the app you created in Box.

    For more information, refer to Create an App in Box.

  2. In a different web browser tab, in AgilePoint NX, open the Box access token configuration screen.

Procedure

  1. In Box, on the Box app screen, in the left pane, click Configuration.

    Configuration
  2. To copy the client ID, on the OAuth 2.0 credentials section, in the Client ID field, click Copy.

    Creates Client ID
  3. In AgilePoint NX, on the Box Access Token Configuration screen, in the Client ID field, paste the Client ID value from Box.

    Paste Client ID
  4. In Box, to copy the client secret, on the OAuth 2.0 credentials section, in the Client secret field, click Copy.

    Copy Client Secret
  5. In AgilePoint NX, on the Box Access Token Configuration screen, in the Client Secret ID field, paste the Client secret value from Box.

    Paste Client Secret

Step 4: Configure the Redirect URI for Box

Next, configure the Redirect URI in the Box app that connects your AgilePoint NX app.

How to Start

  1. In one web browser tab, in AgilePoint NX, open the Box access token configuration screen.
  2. In a different web browser tab, open the Box app configuration screen.

    For more information, refer to Copy the Box App Credentials.

Procedure

  1. In AgilePoint NX, on the Box Access Token Configuration screen, in the Redirect URL field, copy the Redirect URL value.

    This is an example value. In a production environment, copy the actual Redirect URL from AgilePoint NX.


    Copy Redirect URL
  2. In Box, on the OAuth 2.0 redirect URI section, in the Redirect URI field, paste the Redirect URL value from AgilePoint NX.

    Redirect URL

Step 5: Save the Box Configuration

Next, save the Box configuration.

Procedure

  1. In Box, on the Box Developers screen, in the Configuration tab, Click Save changes.

    Save changes

Step 6: Complete the AgilePoint NX Access Token

Next, complete the AgilePoint NX access token configuration for Box.

How to Start

  1. In AgilePoint NX, open the Box access token configuration screen.

Procedure

  1. In AgilePoint NX, on the Box Access Token Configuration screen, in the Token Name field, enter a name for the access token.

    Box Access Token screen
  2. Click Get OAuth2 Access Token.

    Get OAuth2 Access Token

    A new tab or window opens in your web browser.

  3. On the new tab, in the Box screen, click Grant access to Box.

    Grant Box Access

    The new tab or window closes in your web browser, and the Box access token screen shows the OAuth 2.0 access token in the OAuth 2.0 Access Token field.


    OAuth2 Access Token
  4. Click Done.

    Save Access Token