Connecting Dropbox in BetterCloud

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Through BetterCloud you can connect an array of different third party SaaS applications under one roof, including multiple instances of individual connectors. 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 connector. 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 connecting Dropbox in BetterCloud.

Connecting Dropbox

BetterCloud multiple instances of our available connectors. 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 connected 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 a Connector, but newly created files afterwards will not be synced as they come in through the event feed.

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

1. Begin by navigating to the Connectors page in BetterCloud, and select the +Add Connector button on the top right-side of the page:

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2. Next, click the Dropbox Connector “Add” button to begin your installation process:

Add_Dropbox.png

3. Explore the different Use Cases for using Dropbox in the BetterCloud platform, such as various options for Onboarding, Admin Permissions, and Data Loss Prevention for the Dropbox Connector:

Use_Case_GIF_-_Dropbox.gif

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

 Req_Perms_-_Dropbox.png

 

5. 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 connect.

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

6. 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

7. 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

8. 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 connect.

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

9. 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

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

Name_Connector_-_Dropbox.png

11. Congratulations! You reached the final step and finished connecting your Dropbox Connector.

Now that you’ve successfully added your Dropbox Connector 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

12. When access is verified, you will be directed back to the Connectors page, where your new Dropbox Connector will be visible:

 Dropbox_Installed_on_Connectors_Page.png

Disconnecting Dropbox

To disconnect a Dropbox Connector that is no longer needed in your BetterCloud instance, please contact BetterCloud Support.

Viewing and Managing Connectors

Once instances of a Connector 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 and Managing Connectors" article for more information about how connectors will appear throughout BetterCloud.

Important / Requirements

  • Connecting third party apps will require that you have the necessary admin credentials in those services to grant permissions.
  • If you experience difficulties connecting apps to your BetterCloud instance, please contact Support.
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