The Dropbox Integration feature integrates Dropbox into the Contact Record.  A new “Dropbox” tab will appear along side the “File Box” tab in the Contact Record.

 

 

 

Example of when the Dropbox Integration is turned on.

Dropbox Contact Record

Setting up the Dropbox Integration

To set up the Dropbox Integration you need to do several things.

Dropbox

You need to create a Dropbox App to obtain the OAuth 2 Access Token.

  • Visit the Developers section: https://www.dropbox.com/developers/apps
  • Follow the instructions to create a new App, and give it Full Access.
  • When you have finished, click on the App to go into its Settings.
  • In the Settings, you will see a OAuth 2 section.  Click on the “Generate” button, and a Access Token will be shown.
  • Copy the Access Token.

 

Dropbox OAuth 2 Access Token

XtendIn Options

  • Go into the XtendIn Options – Integration – Dropbox section.
  • Set the Dropbox Integration to “Yes“.
  • Paste the Access Token that was copied from Dropbox into the field.

EMC Dropbox API

Contact Folder Path

You now need to decide where in Dropbox you will like the Contact Record folders to be created in.  Each Contact Record

Example:     /infusionsoft/contacts      ,    /contacts      ,    /infusionsoft

In addition, you need to decide the name of the contact record folder as well.  It is recommended that you use the Email Address.
Email addresses will make it easier to find the Contact folder if you are visually finding it.
If you decide to use the Contact ID you need to be aware that any record merging, etc, you need to update the Dropbox path manually.

Several short codes are provided allowing the folder to be automatically created.
Sample:  John Smith – john.smith@test.com – ID: 123456 – Company: JS Ltd

[contact_company_name] – Contact Company Name, eg: JS Ltd
[contact_email_address] – Contact Email Address, eg: john.smith@test.com
[contact_first_name] – Contact First Name, eg: John
[contact_id] – Contact Id, eg: 123456
[contact_last_name] – Contact Last Name, eg: Smith

NOTE (1): If you make any changes to the Contact Record that affects the Dropbox Path, then you need to manually correct the Dropbox Path.

Example (Email Address):   /infusionsoft/contacts/[contact_email_address]

Sample (1):   Alan Briggs – alan.briggs@test.com                – Path:  /infusionsoft/contacts/alan.briggs@test.com
Sample (2):   Jane Smith – jane.smith332@testing.com       – Path:  /infusionsoft/contacts/jane.smith332@testing.com

Example (ID):   /infusionsoft/contacts/[contact_id]

Sample (1):   Alan Briggs – ID: 7312          – Path:  /infusionsoft/contacts/7312
Sample (2):   Jane Smith – ID: 822123      – Path:  /infusionsoft/contacts/822123

 

Exclude Files

The Exclude Files option allows you to exclude files form the Dropbox List.  It uses Regular Expressions for the filtering, which each one needs to be on a separate line.

Example (1): .*\.xml – Excludes .xml files only.
Example (2): .*smr\*.pdf – Excludes files that have the letters smr.pdf the following: example-smr.pdf, alphasmr.pdf

 

Table Sorting

By default the files that appear in the table will be shown in the latest to earliest upload order.

If you need to change the Sort Order, just select the Default Column.

EMC Dropbox Sorting

Table File Options

The Table File Options work exactly the same way as the File Box options.

The File Box Tab Options allow you to Download All Files, Delete All Files, or Preview the Files in a Hover Popup or embedded into the Page.

NOTE: The File Box can currently only preview these file types: bmp, css, gif, htm, html, jpeg, jpg, pdf, png, tiff, txt, text

Infusionsoft Contact Record File Box Options

Show Download All Files Button – Adds a button to allow you to download all the Files in one go.

Show Delete All Files Button – Adds a button to allow you to delete all the Files in one go.

Change Delete links to immediately delete file – This will make the Delete links go Red.  If you click on them, it will immediately delete the file with no warning.

Show File Preview Hover Popup – When hovering over the “Download” link for the file, a popup will appear showing you the file.

Show File Contents within Page – Enabling this option will embed the contents of the file within the Attached Files Table.

NOTE: If you do enable this option, the page will take longer to load, depending on the number of files and their sizes that have to be loaded.

Show View Link – When enabled, a new “View” column is added to the Table which gives you a quick view of the File Contents.  It is On by default.

Integration Dropbox File Preview

 

View Link Actions

The View Link Actions allows you to specify how the Dropbox files are viewed when clicking on the “View” link.

  • Embed File inside the Page – This is on by default by embedding the file inside the page.
  • Show File in a Popup – Shows the File in a Popup.  Click on the Popup to close.
  • Show File in a new Browser Tab – Shows the File in a new Browser Tab.
  • Show File in a new Browser Tab with Associated Viewer – Shows the File in a new Browser Tab, but loads an associated viewer.  Only the PDF files contain an associated viewer.

 

 

Using the Dropbox Feature

When the Dropbox Integration is enabled, a new “Dropbox” tab will appear next to the “File Box” tab in the Contact Record.

Upload New File

You can select and upload a new file into the Contact Record Dropbox folder.

NOTE: There is an apparently 150MB file limit when uploading files in one go (or in other words in one chunk). Although testing has revealed it can handle over 180MB.

Dropbox Files

A list of the files found in the Contact Record Dropbox folder.  An explanation of the columns.

  • Name – The filename.
  • Size – Size of the file.
  • Date Modified – The date the file was last modified.
  • Date Uploaded – The date the file was uploaded on the server.
  • Download – Download the file onto your computer.
  • Rename – Rename the file in Dropbox.
  • Delete – Delete the file in Dropbox.

If the Dropbox Path does not exist for the Contact, you will see the following message in the picture below.

Dropbox Not Exist

Questions and Answers

Q. Do I need to create the Contact Record folder?

A. No, EMC will automatically create the Contact Record folder.

Q. What if I decide to change the path to where the Contact Record folder are stored?

A. You will need to manually go into Dropbox and move the Contact Record folders into the appropriate place.