How do I import files from cloud storage?

BoardSite can import files and folders from Google Drive, Microsoft OneDrive, or Dropbox. The provider must be connected before it can be selected on the import page.

Before you begin: You need document-upload permission, available document capacity, and an authorized cloud-storage connection. Connecting a provider may require administrator approval and the provider’s own consent screen.

Open cloud import #

1. Open Documents → All Documents.
2. Select Import from Cloud.
3. Select Google Drive, OneDrive, or Dropbox.

Connect a provider if needed #

1. If every service is marked Not Connected, select Connect your accounts.
2. On Integration Management, choose the appropriate provider and complete its authorization process.
3. Return to Import from Cloud after the connection is confirmed.

Select and import content #

1. Select the connected service. BoardSite loads its folders and files.
2. Use the folder tree or breadcrumb to browse to the source location.
3. Select the files or folders to import. Use Select All and Deselect All carefully.
4. Under Import to Folder, choose the authorized BoardSite destination.
5. Optionally enter comma-separated tags.
6. Review the selected count, source items, and destination, then select Import Selected Items.
7. Monitor Import Progress. When processing finishes, select Done and confirm the files in Documents Manager.

Security reminder: Import only files that belong in the selected BoardSite organization and destination. Cloud access does not override BoardSite visibility rules.

Troubleshooting #

• If a provider is disabled, reconnect it from Organization → Integrations.
• If files fail to load, refresh the connection and confirm that the provider account still grants access.
• If the import button remains disabled, select at least one item and a destination folder.
• If imported files are missing, confirm the destination folder, document capacity, and your visibility permissions.

Related articles #

• How do I use the Documents Manager?
• How does document visibility and committee access work?
• How do I manage BoardSite integrations?