Dropbox

Using the Dropbox Connector in DBSync Cloud Workflow

Overview

The Dropbox Connector in DBSync Cloud Workflow enables you to automate reading from and writing to Dropbox as part of your data integration workflows. Below is a step-by-step guide to help you configure and use the connector effectively.

Prerequisites:

Before starting, ensure you have:

• A valid Dropbox account

• Necessary read/write permissions for target folders

• A DBSync license that includes access to the Dropbox Connector

Steps to Use the Dropbox Connector

Add Dropbox as a Connector

1. In Cloud Workflow, go to the Connectors section.

2. Select Dropbox and Click Add New.

3. Provide your Dropbox credentials when prompted.

4. Test the connector by clicking on the Test Connection button.

Supported Operations

Once the Dropbox connector is configured, it can be used to perform the following operations:

• Read: Retrieve files from Dropbox folders.

• Write: Save or update files in Dropbox folders.

These operations are configured within the workflow using Dropbox Actions.

Visit the Dropbox Actions guide to learn how to set file paths, use dynamic filenames, apply regular expressions, and manage content.

Properties

If the 'Write' operation is selected, additional properties can be configured:

• If File Name Exists: Choose the action to take if the file name already exists in the target folder (Skip, Override).

• Batch Size: Select the batch size for file uploads (10, 50, 100, 1000).

• Shared Link Settings: Configure the settings for creating shared links (if applicable).

Pro Tips

• Use dynamic file names with timestamps to prevent overwriting.

• Validate that the Fx variable path resolves correctly by checking the debug logs.

• If files aren’t being picked up, test the regular expression in an online regex tester.

Frequently Asked Questions (FAQ)

1. Can I use the Dropbox Connector for both reading and writing files?

Yes, the Dropbox Connector supports both reading and writing operations. You can configure it to retrieve files from Dropbox or upload files to Dropbox.

2. How do I handle file name conflicts when uploading files?

You can set the "If File Name Exists" property to either Skip or Override. This allows you to choose whether to skip uploading a file if it already exists or to override the existing file.

3. What is the maximum batch size for file uploads?

The maximum batch size for file uploads is 1000. You can select the batch size based on your needs, such as 10, 50, 100, or 1000.

4. Can I use regular expressions for file paths?

Yes, you can use regular expressions to query a pattern of files in Dropbox. This is useful for dynamically selecting files based on specific patterns.

Use Case:

Scenario: You want to export daily sales data from Salesforce into a Dropbox folder as a CSV file.

Workflow Steps:

1. Salesforce Query Action:

   • Pull records from Salesforce (e.g., SELECT Name, Amount FROM Opportunity).

2. Transform Data (Optional):

   • Format or filter your records into CSV format.

3. Dropbox Write Action:

   • File Path: Use a dynamic name like daily_sales_{TodayDate}.csv

   • Content: Map the transformed data from Salesforce

This setup enables automatic daily backups of Salesforce data into your Dropbox folder, useful for audits or team reporting.

Useful links:

Dropbox Actions: Use the Dropbox Connector together with Dropbox Actions to make the most of your integration.

CSV Action: Use the CSV Action alongside the Dropbox Action to transform data into CSV format.