How to Integrate Applications

2025-03-21

How to integrate Box with OneDrive to sync files uploaded to Box with OneDrive

e.koyama

Recommended for

  • Companies aiming for efficient file management by using both Box and OneDrive
  • Those who want to facilitate smooth file sharing with teams and business partners
  • Companies that want to enhance backup by considering data protection and security
  • Back-office personnel who want to be freed from complicated file management
  • Beginner users who want to build automated workflows without coding

Benefits and Use Cases of Integrating Box and OneDrive

Benefit 1: Improved File Management Efficiency Across Multiple Platforms

By automatically reflecting files uploaded to Box in OneDrive, file sharing across multiple platforms becomes seamless. This is particularly effective in cases where Box is used internally and OneDrive is used for external collaboration.

This integration significantly reduces the manual effort of moving files and ensures that the latest information is maintained on both platforms. When a sales representative uploads sales materials to Box, business partners using OneDrive can immediately check them, speeding up the progress of negotiations and facilitating smoother trust-building. Additionally, it is expected to reduce duplicate work and improve overall operational efficiency.

Benefit 2: Smooth Collaboration Within and Outside the Team

Integrating Box and OneDrive makes it easy to share files between teams using different platforms. For example, if you want to manage projects internally with Box and share information with business partners or freelance partners using OneDrive, files updated in Box will be immediately reflected in OneDrive, eliminating the need for individual responses.

During meetings or collaborative work, multiple members can view the same materials, promoting real-time communication. This way, all members can always access the latest information, ensuring smooth task progress and improving the overall productivity of the team.

Benefit 3: Ensuring Data Protection and Consistency

By automatically backing up important files saved in Box to OneDrive, risk management during disasters or failures is enhanced. For example, if contracts or financial documents are managed in Box, backing them up to OneDrive ensures that important data is not lost even if one of the systems goes down.

Furthermore, when important documents are modified, information is synchronized on both platforms, ensuring that the latest data is always managed. This increases business continuity and is expected to improve the overall data security of the company.

Examples of Business Automation Achievable by Integrating Box and OneDrive

Next, let's look at examples of business automation that can be achieved by integrating Box and OneDrive.

Example 1: Automatic File Synchronization

You can set files saved in Box to automatically sync with OneDrive.
This eliminates the need to upload or download with each tool, while keeping the latest files always accessible.
For example, you can set it so that when a contract is uploaded to Box, it is immediately reflected in OneDrive.

Example 2: Automatic Backup

For important files, setting up an automatic backup function to regularly back up Box files to OneDrive can prevent data loss.
For example, by automatically backing up daily business reports managed in Box to OneDrive, you can ensure safety.

Example 3: Building a Notification System

By setting up automatic notifications for file changes or updates, you can keep track of information in real-time.
For example, to smoothly share project progress, you can set it so that when a file updated in Box is synced to OneDrive, a notification is sent to team members.

How to Create an Integration Flow Between Box and OneDrive

Now, let's explain in detail how to create a business flow that can be automated by integrating Box and OneDrive.
By using the no-code tool "Yoom," you can easily automate business flows without specialized programming knowledge.
As an example, we will introduce how to create a business flow where files uploaded to a specific folder in Box are also uploaded to OneDrive.
This can be used to store the same files in both Box and OneDrive when you want to keep a backup or when there are stakeholders who can only use one of the two.

There is also a template below, so please refer to it as needed.

How to Link Files Uploaded to Box with OneDrive

Before You Start

If you do not have a Yoom account, please create one from the Yoom account creation page.
※ For basic operations of Yoom, please refer to Getting Started with Yoom.

Step 1: Link Box and OneDrive to My Apps

1. First, log in to Yoom, select "My Apps" from the left menu, and click "+ New Connection" on the right side of the screen.

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2. From the list of new connections in My Apps, select "Box" and "OneDrive" respectively, and link the apps.
 ※ When linking "Box", the warning shown below will appear. Please select "Allow Box Access".

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Step 2: Set a Trigger to Activate When a File is Uploaded to a Box Folder

3. From the project list, select any project of your choice.

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4. Select "+Create New" and click "Create from Scratch".

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5. Enter any title and select "When a specific app event is received" as the trigger condition for activating the flow bot.

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6. Select "Box" from the list of apps.

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7. Configure "Select Integration Account and Action".

・App Trigger Title: Set as desired. (e.g., "When a file is uploaded to a folder")

・Account information to integrate with Box: Set any account.

・Trigger Action: Select "When a file is uploaded to a folder".

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8. Click "Next".

9. Configure the API connection settings for the app trigger.
・Content ID: Open the relevant folder in Box and refer to the last number sequence in the URL.

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10. Conduct a test, confirm success, and click "Save".

11. Continue with "API Connection Settings for App Trigger".
Upload a test file to Box and then click "Test".

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12. If the test is successful, click "Save".

Step 3: Set an Action to Download Files from Box

13. Click the "+" button below the app trigger created in Step 2.

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14. Select "Integrate with App" from the operation type.

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15. Select "Box" from the list of apps.

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16. Configure "Select Integration Account and Action".

・Title: Set as desired. (e.g., "Download File")

・Account information to integrate with Box: Select as desired.

・Action: Select "Download File".

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17. Click "Next".

18. Configure the API connection settings.

・Content ID: Open the relevant folder in Box and refer to the last number sequence in the URL.

※ You can refer to "Content ID" from the output of the test in Step 2 - Procedure 11.

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‍19. Conduct a test, and if successful, click "Save".

Step 4: Set an Action to Upload Files to OneDrive

20. Click the "+" button below the operation created in Step 3.

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21. Select "Integrate with App" from the operation type.

22. Select "OneDrive" from the list of apps.

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23. Configure "Select Integration Account and Action".

・Title: Set as desired. (e.g., "Upload File")

・Account information to integrate with OneDrive: Select as desired.

・Action: Select "Upload File".

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24. Click "Next".

25. Configure the API connection settings.

・Drive ID: Select from the options. (This is an identifier that cannot be obtained on OneDrive.)

・Destination Folder Name: Select from the options.

※ If the relevant folder name is not in the options, enter it directly.

・Item ID of the Destination Folder: Select from the options.

※ The options will change if you enter the above "Destination Folder Name".

・File Name: Set as desired.

※ You can refer to "File Name" from the output of the test in Step 2 - Procedure 11.

・File Attachment Method: Select "Use Output" and "Downloaded File".

※ The output from the test in Step 3 - Procedure 19 will be referenced.

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26. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow to "Integrate files uploaded to Box with OneDrive".

Advanced Integration Flow of Box and OneDrive

By utilizing Yoom, you can not only upload and download files between Box and OneDrive, but also save files obtained from other tools to Box or OneDrive, and create files based on data to save them in Box or OneDrive.
Here, we introduce some examples of automation using Box and OneDrive.

Store Email Attachments in Box

Automatically store attachments in Box. There is a confirmation action for a specified person in between, allowing you to select and store the necessary files.

Notify Chatwork when a file is uploaded to Box

Automatically notify when a file is uploaded. This seems to facilitate smooth information sharing among team members.

Save to Box after the meeting ends on Zoom

After the meeting ends, a folder is created in Box and the download files are automatically stored. You can securely store the materials after the meeting.

Once the invoice file is approved, store it in OneDrive

In this flow, automatically storing the file helps eliminate any gaps or omissions in information management.

Upload files received on Slack to OneDrive

By eliminating manual downloads and uploads, work efficiency is expected to improve.

Summary

Box and OneDrive are both convenient cloud storage services, and by integrating them, you can improve file management efficiency and enhance collaboration, leading to overall productivity improvements. Make good use of Yoom to integrate and automate your workflow, and build a more efficient file management system.

BoxとOneDriveを連携するメリットと利用シーン

メリット1: 複数プラットフォームでのファイル管理効率向上

BoxにアップロードされたファイルがOneDriveに自動で反映されることで、複数プラットフォームでのファイル共有がよりスムーズになるでしょう。特に、社内での利用がBox、社外との連携がOneDriveといったケースで活躍します。

こうした連携により、手動でのファイル移動の手間を大幅に省くことができ、どちらのプラットフォームでも最新の情報を把握しやすくなります。営業担当者がBoxへ営業資料をアップロードすれば、OneDriveを利用する取引先もスピーディに確認できるため、商談をより迅速に進めることが期待できます。さらに、重複作業を削減し、全体的な業務効率アップも見込めます。

メリット2: チーム内外での円滑なコラボレーション

BoxとOneDriveが連携することで、異なるプラットフォームを使うチーム間のファイル共有が容易になります。例えば、社内ではBoxでプロジェクト管理を行い、取引先やフリーランスのパートナーとはOneDriveで情報共有を進めたい場合、Boxで更新したファイルがスピーディーにOneDriveに反映されるため、個別対応が不要になるというメリットがあります。

会議や共同作業の際に複数のメンバーが同じ資料を閲覧できることで、リアルタイムのコミュニケーション促進につながります。こうして、全メンバーが常に最新の情報にアクセスできるため、タスクの進行もスムーズに進み、チーム全体の生産性が大幅に向上するかもしれません。

メリット3: データの保護と一貫性の確保

Boxで保存された重要なファイルをOneDriveにも自動的にバックアップすることで、災害や障害時におけるリスク管理が強化されます。例えば、契約書や財務資料がBoxで管理されている場合、OneDriveに二重でバックアップを取ることで、どちらかのシステムがダウンしても重要なデータが失われる心配がありません。

さらに、重要な資料に変更が加えられた場合にも、両プラットフォームで情報が整合されているため、常に最新のデータを提供できます。これにより、企業全体のデータセキュリティが向上が期待できます。

BoxとOneDriveを連携するとできる業務自動化例

次に、BoxとOneDriveを連携すると自動化できる業務の例について見ていきましょう。

例1:ファイルの自動同期

Boxに保存されたファイルを、自動的にOneDriveに同期するよう設定できます。
これにより、それぞれのツールでアップロードやダウンロードをする手間が省けるとともに、最新のファイルを常にアクセス可能な状態に保てます。
例えば、契約書がBoxにアップロードされると、すぐにOneDriveへ反映されるような設定が可能です。

例2:自動バックアップ

重要なファイルに対しては、Boxのファイルを定期的にOneDriveへバックアップする自動バックアップ機能の設定によりデータの喪失を防ぐことが可能です。
例えば、Boxで管理している毎日の業務報告書を、OneDriveに自動的にバックアップすることで、安全性を確保することができます。

例3:通知システムの構築

ファイルの変更や更新の際に通知を自動で送るよう設定をすることで、情報把握をリアルタイムに行うことができます。
例えば、プロジェクトの進捗状況をスムーズに共有するために、Boxで更新されたファイルがOneDriveに同期されるとチームメンバーに通知が届くように設定することなどが可能です。

まとめ

BoxとOneDriveはそれぞれが便利なクラウドストレージサービスですが、連携することでファイル管理の効率化やコラボレーション強化につながり、業務全体の効率アップが期待できます。Yoomをうまく活用して、業務フローの連携と自動化を行い、より効率的なファイル管理システムを構築していきましょう。

The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry. The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs. We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom... I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Tags
Automation
Integration
Box
OneDrive
App integration
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