Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Setting up a Dropbox integration with MSPbots is done by authorizing Dropbox in MSPbots and configuring the data source. Dropbox now supports Teams Sync and Personal Sync. This article has the steps for setting up Dropbox and adding files for dataset conversion. 

Table of Contents

...

To set up and connect Dropbox

...

to MSPbots

  1. Log in to the MSPbots dashboard as an administrator.
  2. Go to Integrations and search for Dropbox.

    Open Dropbox and click the Sync button.
    DropboxImage Removed 
    Important: This and the
    Note

    The next steps require Dropbox login. Log in to Dropbox before you proceed. Dropbox will prompt to authorize MSPbots to pull data.

    Click 

    Click Yes, authorize MSPbots.


  3. If you are a Teams administrator and need to synchronize files in the Teams folder, please authorize by clicking Teams Sync.
    If you are a personal user and need to synchronize files in personal folders, please authorize sync to the folders by clicking Personal Sync. 
    Dropbox Integration with MSPbotsImage Added 

  4. You will see a A message saying that you have successfully linked Dropbox appears. Click the Save button.
  5. Test the connection

To add a CSV file

  1. Go to Integrations on the MSPbots app. 
  2. Locate the Dropbox integration. 
  3. Click the ellipsis ... button, then select the Files option.
    add a fileImage Added 
  4. On the window that appears, select the user that has the CSV file in their profile. 
    select user and filenameImage Added
  5. Next, enter the filename in the File name field then click the search button. You can also use the file extension for search. For example, if the file extension is .csv, search for *.csv to show return all CSV files that the user has. 
  6. On the search results, click the file for conversion into a dataset.
  7. Click the Save button.