# Send Paige documents to Box with an automation

Build the Zapier Zap, Make scenario, or Power Automate flow that watches Paige's SFTP export folder and uploads each finished document to a Box folder, named from the document's own contents — and, on Zapier, fills a Box metadata template from Paige's fields.

Product: paige · Audience: system-administrator · Time: 45 minutes · Last verified: 2026-09-05

Canonical: https://help.ademero.com/paige/integrations/send-paige-documents-to-box-with-an-automation

**At the end of this guide, every document Paige finishes is uploaded to the Box folder you choose within minutes, as a searchable PDF named from its own contents, with nothing running on a PC — and if you use Box metadata templates, the Zapier version fills them from Paige's fields.**

The shape is the same on every platform: *watch the SFTP folder → keep only the data file → read the values → fetch the PDF → upload it with a good name.* Paige uploads the PDF before the data file, so the PDF is always there when the automation fires.

## Step 1 — Point Paige at your SFTP server

1. In Paige, open **Settings** (the gear at the bottom of the left menu — administrators only), pick the scan job, and choose **Export**.
2. Click the **FTP** card. Enter the **FTP Address**, **Port** `22`, **Username**, **Password**, and in **FTP Folder Path** a folder for this scan job, such as `/paige/invoices`.
3. Click **Test Connection**. **What you should see:** `FTP connection successful!` Connect — `Connected to FTP Server!` and a green **Connected** label.
4. Turn on **Enable Auto Export**. Under **Auto Export Settings**, switch on **Only documents having a document type**, set **Auto Field Entry Complete** to **Yes**, and set **Human Reviewed** to **Reviewed** if a person checks documents in Paige first. Click **Save**.

Open port 22 on your firewall to Paige's address ranges — [Outbound IP ranges for firewall allow-lists](/paige/document-processing/outbound-ip-ranges-for-firewall-allow-lists).

## Step 2 — Build the automation

### Zapier

1. **Trigger:** **SFTP by Zapier → New or Updated File** (connection: **Host**, **Username**, **Port Number** 22, **Password**), folder = the scan job's folder.
2. **Filter by Zapier:** *File Name* **(Text) Ends with** `.json`.
3. **Code by Zapier → Run Javascript**, with `file` mapped to the trigger's file:
   
   ```javascript
   const doc = await (await fetch(inputData.file)).json();
   const out = { pdf_file: doc.metadata.pdf_file, document_type: doc.metadata.document_type };
   for (const [k, v] of Object.entries(doc.fields)) out[k] = v;
   return out;
   ```

4. **SFTP by Zapier → Download File**, path = folder plus `pdf_file` from step 3.
5. **Box → Upload File.** Choose the **Folder**, set the file to the Download File output, and set the file name from step 3's fields — `{{Invoice Number}} - {{Vendor Name}}` — with extension `pdf`.
6. Optional — **Box → Add Metadata to File.** Pick the file from step 5 and the metadata template, then map each template field to a Paige field from step 3. Box metadata is what powers Box's filtered views and reports.
7. Turn the Zap on. Zapier polls on your plan's interval (1–15 minutes).

### Make

1. **SFTP → Watch files in a folder** (connection: **Host**, **Port** 22, **Auth Type** *Username and Password*), pointed at the scan job's folder.
2. Filter: *File name* **Ends with** `.json`.
3. **SFTP → Get a file**, then **JSON → Parse JSON** on its data. Run once with a real file so Make learns the fields.
4. **SFTP → Get a file** with path = folder plus parsed `metadata.pdf_file`.
5. **Box → Upload a File.** Pick the folder, map the file data from module 4, and set the file name from the parsed fields, ending in `.pdf`.
6. Set the schedule and turn the scenario on.

### Power Automate

1. **SFTP - SSH: When a file is added or modified** (connection: **Host server address**, **User name**, **Password**, **Port number** 22), folder = the scan job's folder, **Include file content** on.
2. **Condition:** *File name* **ends with** `.json`; the rest goes in **If yes**.
3. **Parse JSON** on the trigger's *File content*, schema generated from a real `.json`.
4. **SFTP - SSH → Get file content using path**, path = folder plus the parsed `pdf_file`.
5. **Box → Create file.** **Folder Path** = the destination (write it as `/Finance/Paige Invoices`, not the `//All Files/…` form the picker produces), **File Name** from the parsed fields ending in `.pdf`, **File Content** from step 4.
6. Save.

> **IMPORTANT:** Power Automate's Box connector caps files at 75 MB and doesn't support single-sign-on connections — connect with a standard Box login.

## Step 3 — Test it

1. Process one document through the scan job (review it if you required review) and wait for the export.
2. Check the automation's run history: one run, triggered by the `.json` file.
3. Open the Box folder. **What you should see:** the PDF with the name you built and, if you added it, the metadata filled. Search Box for a word from the document — it's found.

## When it doesn't work

| Symptom | Where to look |
| --- | --- |
| The automation never runs | Wrong folder, or a subfolder (none of the three triggers watch subfolders). |
| Runs four times per document | The `.json` filter is missing. |
| Power Automate Create file times out | A stray character in the path or name; check the `//All Files` note above. |
| Metadata step fails | A template field received text of the wrong type (a text date into a date field). Convert in a Formatter step first. |
| The name is blank or wrong | The parse step was built from a sample missing that field, or the field is empty on that document. Add a fallback to `pdf_file`. |
| Nothing arrives from Paige | Auto-export criteria aren't met, or the document was processed before you enabled auto export. Export it once from the **Documents** page with **Export** and tick **FTP**. |

If the Paige side is the problem, contact Ademero support with the scan job name and the message from **Test Connection**.

## What's next

- [Connect Paige to Box](https://help.ademero.com/paige/integrations/connect-paige-to-box)
- [Connect Paige to any app with Zapier, Make, or Power Automate](https://help.ademero.com/paige/integrations/connect-paige-to-any-app-with-zapier-make-or-power-automate)