Connecting to Box

Use Box as a source or destination for CSV files in Dataloader from MuleSoft for import and export tasks. Link your Box account from the wizard and reuse that connection whenever you need files from Box or want results sent to a Box folder.

Use your Box account as a CSV source. Select the Box tab on the source file chooser to pull files from Box during the upload step of an import instead of uploading from your computer.

During an import, follow Importing Data into Salesforce until you upload your CSV file. From the source file chooser, connect to Box and select your file:

  1. In the source file chooser, click the plus icon to add your Box account.

    Source file chooser with Box tab and add storage account control.

  2. Enter your Box credentials.

  3. Click Allow.

  4. When connected, select files from Box instead of uploading from local storage.

    Box folder and file list after connection for selecting a CSV file.

  5. Continue with map the fields to complete your import task.

With Dataloader from MuleSoft, export data as CSV files to Box. You can send result files to a folder in your Box account. In the last step of the export wizard, add that destination folder.

When you export data from Salesforce, follow the connection and query steps then, on the Run step, add a Box destination:

  1. Click Add Destination folder.

  2. Select the checkbox labeled Send a copy of the results to this location.

  3. Select the Box tab.

  4. Select your Box connection and folder.

  5. Click Save and Run to run your task (or Save to run it later).

Export Run step with Box tab selected for an external results folder.