> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/dropbox.md). # Dropbox Connector Follow the steps given below to configure the Dropbox connector: {% embed url="" %} 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.

{% 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:** * 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.

* Now, click on **My Apps** on the list on the left. * 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**. * If you don’t have an app click on **Create App**. From **Choose an API** click on the **Dropbox API button**.

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

* **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.

* 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.

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

{% 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.

**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.**

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

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

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

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

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

**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.

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

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**.

{% 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.

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:

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

{% hint style="success" %} For any queries, reach out to us at {% endhint %}