Integrating Dropbox with BetterCloud

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Through BetterCloud you can integrate with an array of different SaaS applications under one roof, including multiple instances of individual integrations. This allows you to have a full picture of your domain's integrations, data and accounts, and fosters integration and automation across the multiple platforms used by your organization in a single interface.

We recommend using a service account when installing this integration. This will prevent an interruption in service in the case that an installing user loses the necessary permissions to authenticate in the future.

This article will guide you through the process of adding a Dropbox integration in BetterCloud.

Adding a Dropbox Integration

BetterCloud multiple instances of our available integrations. For example, if your organization utilizes multiple Slack teams or Zendesk accounts for different departments, they can all be connected to BetterCloud and managed through our tools. Therefore, don't be concerned if you have already integrated an instance of Dropbox; you can always add another, and will be able to differentiate them across BetterCloud by the names you give them.

If you are using the Dropbox Standard Plan, BetterCloud is unable to receive some events from your event feed due to API limitations. Your files will be synced in once Dropbox is added as an integration, but newly created files afterwards will not be synced as they come in through the event feed.

When adding an integration, it is very important to complete these steps fully, and in the order prompted.

1. Begin by navigating to the Integration Center in BetterCloud and locate the Dropbox integration from the Discover section.

Dropbox-1.png

2. Click "Install" to begin your installation process:

Dropbox-2.png

3. Next, review the permissions that are required in BetterCloud when installing the Dropbox integration. You will need to accept permissions to your Dropbox Team Member Files and Directory data separately.

 Req_Perms_-_Dropbox.png

 

4. You will be automatically redirected to a page owned by Dropbox, where you will be prompted to enter your login credentials. Make sure to sign in with the appropriate admin account credentials associated with the instance of Dropbox that you wish to integrate with.

Note: If you use SSO/SAML to sign into Dropbox, enter your email address but leave the password field blank. Click Sign in and you'll be taken to your company's sign-in page. Enter your work password there (not your Dropbox password):

SSO_-_Dropbox_.png

5. Once logged in, you will be prompted to allow the permissions that BetterCloud will need in order to integrate with your Dropbox files:

Data_Management_-_Dropbox.png

6. Next you will accept the permissions for your Dropbox Directory. If you do not see Dropbox open in another window after clicking “Next”, you may be blocked by a pop-up blocker. Once the pop-up blocker is disabled, you can click “Retry”.

Connect_To_Audit_-_Dropbox.png

7. Once again, you will be automatically redirected to a page owned by Dropbox, where you will be prompted to enter your login credentials. Make sure to sign in with the appropriate admin account credentials associated with the instance of Dropbox that you wish to integrate with.

Note: If you use SSO/SAML to sign into Dropbox, enter your email address but leave the password field blank. Click Sign in and you'll be taken to your company's sign-in page. Enter your work password there (not your Dropbox password):

 SSO_-_Dropbox_.png

8. Once logged in, you will be prompted to allow the permissions that BetterCloud will need, in order to integrate with your Dropbox Directory:

 Directory_Management_-_Dropbox.png

9. Once you are done with allowing these final permissions, you'll be directed back to the Dropbox installation prompt in BetterCloud. In the next prompt, give your instance of the integration a unique custom name, and click "Next: Finish" to finalize and verify your integration.

Name_Connector_-_Dropbox.png

10. Congratulations! You reached the final step and finished adding your Dropbox integration.

Now that you’ve successfully added your Dropbox integration to your BetterCloud instance, you get started right away with using the Alerts button to begin adding alerts to your domain, and set up Workflows for automation.

Clicking on the blue “Visit Alerts” button will redirect you to the Alerts Manager page. And selecting the “Visit Workflows” blue button guides you straight to the Workflows creation to get started on your very first Workflow!

 Finish_Page_-_Dropbox.png

11. When access is verified, you will be directed back to the Integration Center, where your new Dropbox integration will be visible.

Removing a Dropbox Integration

To disconnect a Dropbox integration that is no longer needed in your BetterCloud instance, please see our steps for removing an integration.

Viewing and Managing Integrations

Once instances of an integration have been added to your BetterCloud instance, they will be appear in new ways throughout our app, and be distinguished by name. Please see our "Viewing, Managing, and Deleting Integrations" article for more information about how integrations will appear throughout BetterCloud.

Important / Requirements

  • Adding integrations will require that you have the necessary admin credentials in those services to grant permissions.
  • If you experience difficulties installing integrations in your BetterCloud instance, please contact Support.
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