Ardovo + Box integration
Connect Ardovo to Box so your file storage work and your revenue data stay in one place. Governed deal documents linked to every record.
- Minutes Time to connect
- Two-way Sync direction
- No code Setup effort
Short answer
The Ardovo + Box integration adds governed document management to your CRM. Attach contracts and collateral to Ardovo records, auto-create a Box folder per deal, and keep enterprise permissions and retention intact. Regulated teams manage deal documents with the compliance Box provides and the context Ardovo provides.
What flows between Ardovo and Box
Enterprise governance
Box permissions and retention apply to deal documents.
Folder per deal
Auto-create a Box folder for each deal or account.
Files on the record
Attach and open Box files from a Ardovo deal.
Setting up the Ardovo + Box integration
Connect in one click
Open Ardovo Settings, go to Integrations, find Box, and click Connect. Authorize the connection with OAuth or an API key.
Choose what syncs
Pick which records and events sync between Ardovo and Box, and set the direction to one-way or two-way.
Map your fields
Match Box fields to Ardovo fields once. Rook suggests the mapping so most teams accept the defaults and move on.
Turn it on
Rook backfills recent history, then keeps both sides current. You can pause, edit, or audit the sync anytime.
How the Ardovo + Box integration works
Ardovo connects to Box through OAuth. Files link to records with Box permissions preserved, folders auto-create per deal, and the latest versions surface on the timeline.
- Box to Ardovo: files and folders linked to records
- Ardovo to Box: folder creation per deal
- Both ways: version and permission sync
Frequently asked questions
Does Box governance carry over?
Yes. Files stay in Box with its permissions and retention policies, so linking them to Ardovo does not weaken your compliance posture.
Is this a fit for regulated industries?
Yes. Teams that require strict document governance use Box for storage and Ardovo for context, with each deals documents in a governed folder.
How do I connect Box to Ardovo, and is it secure?
Open Ardovo Settings, go to Integrations, find Box, and click Connect. Authorize with OAuth or an API key, choose what syncs and in which direction, and Rook backfills history and keeps both sides current. Setup takes minutes, needs no code, and every change is written to the Ardovo audit log.