# Dropbox Connector

Follow the steps given below to configure the Dropbox connector:

{% embed url="<https://youtu.be/b3ECcQnJNrw>" %}

Navigate to **Attach2Dynamics app --> Connectors--> Click on New --> Fill the following details.**

* **Name:** Give a name to the connector.
* **Connector Type:** Choose **Dropbox** from the drop-down.
* **Default connector:** If required, enable the checkbox to set Dropbox\_1 as the default connector.

<figure><img src="/files/Xni94SIaSzizy47TFcWH" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The user has to create a new app for each new Dropbox connector.**
{% endhint %}

**Now to get the ID/Secret for Dropbox follow the steps given below:**&#x20;

* Go to [www.dropbox.com](http://www.dropbox.com/) and enter your login credentials for Dropbox. After you are logged in you will land on the **‘Home Page.’** At the bottom right corner of the screen click on the **‘Points of Ellipsis (the three dots)’** and then select Developers from the view.

<figure><img src="/files/-M9QGu6SWklC_QrE30qH" alt="Dropbox"><figcaption></figcaption></figure>

<figure><img src="/files/-M9cbeJc7OICpp7QDlRI" alt="Dropbox"><figcaption></figcaption></figure>

* Now, click on **My Apps** on the list on the left.&#x20;
* If you have already created an app click on the **‘app icon’**. You will be redirected to the App’s home page. Scroll down and you will find **App Key** and **App Secret**.&#x20;
* If you don’t have an app click on **Create App**. From **Choose an API** click on the **Dropbox API button**.

<figure><img src="/files/TyGyn8JlPaqXVtfnJCuh" alt="Dropbox"><figcaption></figcaption></figure>

<figure><img src="/files/OHvy6UN7pOOF1k24RFvN" alt=""><figcaption></figcaption></figure>

* In **Choose the type of access you need** select **Full Dropbox**.

<figure><img src="/files/-M9QH8Rh_YSi3aUhuZlb" alt="Dropbox"><figcaption></figcaption></figure>

* **Name your app** – Here enter the name of the app you are going to create. Check **‘agree to terms’** and click on the **Create App** button. After clicking on the Create App button you will be redirected to the home page of the created app. Select your **App Key** and **App Secret** from here.

<figure><img src="/files/-M9QHEiKUpihzIwiKlBc" alt="Dropbox"><figcaption></figcaption></figure>

* To configure, enter credentials in the **‘New Connector**’ under the **Credentials** section. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

**For WorkSpace -** Personal: Users to create a dedicated space within their Dropbox account for personal files and folders. This feature is particularly useful for users who want to keep their personal and professional files separate and organized.

<figure><img src="/files/ssiwRQrSXm8f6uHsFNE2" alt="Dropbox"><figcaption></figcaption></figure>

* To authenticate this, click on **Authenticate**.

<figure><img src="/files/UCJoykwnK8kdjov2NCdC" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** roles.
{% endhint %}

You will receive the **Success** message.

<figure><img src="/files/XSKGCMjt7iGYaloZi010" alt="Dropbox"><figcaption></figcaption></figure>

**For Example:** Now if any logged-in user uploads or performs any attachment action on files in Dropbox. Let’s upload a few files and see how it works.

{% hint style="info" %}
**Note:** To use Attach2Dynamics UI, Entity Configuration is required. ([LINK HERE](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration))
{% endhint %}

* Navigate to a desired ‘**Entity**’ e.g. **Lead Entity.**

<figure><img src="/files/rUTil7ylXmfvAIigb7rN" alt="Dropbox"><figcaption></figcaption></figure>

* Click on the required **Lead Record**.

<figure><img src="/files/2spGQmw4PS5gDEBRtBaL" alt="Dropbox"><figcaption></figcaption></figure>

* Now Click on the ‘**Attach2Dynamics**’ Button.

<figure><img src="/files/SSt8KMna3jl71JxwEyx7" alt="Dropbox"><figcaption></figcaption></figure>

* Click on the ‘**Upload**’ Button and send the ‘**Files**’ on Dropbox from Attach2Dynamics UI.

<figure><img src="/files/ey7i5KrDPLbusXCIcB4W" alt="Dropbox"><figcaption></figcaption></figure>

* These files will be directly created within Dropbox if the WorkSpace field is set to **Personal**.

<figure><img src="/files/A1dfKqfTW4IuDMzz71fK" alt="Dropbox"><figcaption></figcaption></figure>

* However, Entity folders will be created and the personal folders with the respective names will be generated inside them.

<figure><img src="/files/AehyuCUXgd0BB6D0GMUR" alt="Dropbox"><figcaption></figcaption></figure>

**For WorkSpace - Dropbox Team:**

Users will be able to give access to this WorkSpace created in Dropbox cloud storage to their team members if necessary. To do so;

* **Name:** Give a name to the connector.
* **Connector Type:** Choose **Dropbox** from the drop-down.
* **Default connector:** If required, enable the checkbox to set Dropbox\_1 as the default connector.

<figure><img src="/files/UMyh6JXaB6ZlO6f51QI0" alt="Dropbox"><figcaption></figcaption></figure>

Then go to **Credentials** in the ‘**New Connector’**. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

<figure><img src="/files/Uki0IG5ZIhQlo26DZM7S" alt="Dropbox"><figcaption></figcaption></figure>

Go to the **WorkSpace** field and select **Team**. After selecting **Team**, another field will appear termed Team Folder. Give a name to the team folder and complete the Configuration by clicking **Authenticate**.

<figure><img src="/files/JWOuOZaIkiP9J8iWdOfl" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** role.
{% endhint %}

Once **Authenticated**, you will receive a Success message.

<figure><img src="/files/KPGACOnib6sIzME21u2I" alt="Dropbox"><figcaption></figcaption></figure>

Once you upload files from Attach2Dynamics UI to Dropbox, in **Dropbox Team**, files will be created within the “**Team Folder**” as shown in the screenshot below:

<figure><img src="/files/1suhTyKmYaFYDSdDMWym" alt="Dropbox"><figcaption></figcaption></figure>

&#x20;These “**Team Folders**” will have **Entity Folders** that will contain the list of **Record Folders**.

<figure><img src="/files/W8m8V75e5SWzO9p2EClv" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


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