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  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 file 
  4. On the window that appears, select the user that has the CSV file in their profile. 
    select user and filename
  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. 
Note

The CSV files cannot contain the following:

  • Blank rows
  • Blank column headers
  • Duplicate column headers
  • Symbols in column headers
  • Column headers that are more than 25 characters long
  • Numbers with commas
  • Quotes that do not appear in pairs

Here is an example of a CSV error when the quotes are not in pairs: 

CSV errorImage Modified