Aha! Ideas | Integrate with Box

Many teams use Box to share documents and other key strategy and design information. If you are one of them, you want to be able to reference that information in Aha! Ideas directly. Our Box integration makes it easy to keep everyone on your team in sync and ensures that Aha! Ideas displays the latest version of your information.

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Prerequisites

Integration type

  • One-way (Box to Aha! Ideas)

Aha! Ideas level

  • Personal level

Required user permissions:
Configuration

Required user permissions:
Use integration

Required user permissions:
Disable integration for all users

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Any Aha! Ideas user can connect their Box and Aha! Ideas accounts easily.

  • To get started, select the Attach files icon on the Aha! Ideas record you want to modify.

  • From there, you will see an option to attach a file from several platforms. Select Box, then select Link Account.

  • Aha! Ideas will ask you to log in to your Box account and give permission for the integration. Once you grant permission, the accounts will be linked.

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Integration features

  • All of the storage service integrations (like Box) are managed on a per-user basis. This means each Aha! Ideas user can log in to their Aha! Ideas account, go to Settings ⚙️ → Personal, and enable the integration for themselves.

  • Once you have linked the two accounts, just select any files you want to attach and you will see a thumbnail of the attached document immediately.

  • We created this integration so that you can minimize hassle and distraction when you are thinking about your work. So if you attach multiple files in Aha! Ideas through any of our integrations, you will be able to open and view them without ever leaving the Aha! Ideas attachment preview.

    Note: Aha! Ideas will show a preview of your attachment to every Aha! Ideas user who can see the Aha! record — even if that person does not have permission to view or open the attachment in Box. To disable document previews, navigate to Settings ⚙️ → Account → Security and single sign-on → Document previewer control. This will disable document previews for all storage services integrations.

  • We also created this integration with your data privacy in mind. Any file storage system (like Box) that you connect to your Aha! Ideas account will not be able to access any of your Aha! Ideas data.

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To unlink just your personal Box account, go to Settings ⚙️ → Personal → Storage Services. You will see a button called Unlink Account next to the Box logo. Select that button to unlink your account.

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Disable integration for all users

Additionally, if you are an administrator, you can disable the Box integration for all users on your Aha! Ideas account. Go to Settings ⚙️ → Account → Security and single sign-on → File storage control. Once you do, the Box option will not appear in the Attach Files modal.

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Permissions

Your company may have new Box applications disabled by default. If this is the case, you will receive a "Disabled by Administrator" error message when attempting to link your Aha! Ideas account to Box. A user with administrator access to Box will need to visit Admin Console → Apps and allow list the Aha! Ideas Box integration by searching for it under Individual Application Controls and changing the setting to Available.

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If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.

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