Dropbox Integration Setup

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

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.

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

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