Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software.

Kloudio's Dropbox integration allows users to easily create reports using file data (only CSV file) from Dropbox and run the reports in Google Sheets or Excel.

The following article will help you get started:

  1. Create a Dropbox connection on Kloudio

  2. Setup your connection settings

  3. Start creating reports

STEP 1: Create a Dropbox connection

Go to Kloudio Connections and Click the button to create a New Connection.

You will see the below screen. Click the Setup button under the Dropbox icon.

Enter your Dropbox account login information, allow Kloudio to access your Dropbox files, and proceed to Step 2.

STEP 2: Setup Dropbox sync settings

Now it's time to set up your Dropbox data sync settings.

This will enable you to sync your Dropbox CSV file data to a database of your choice.

Kloudio will do this on your behalf by invoking Dropbox APIs based on your configured sync frequency.

a) Connection name
b) Choose an existing database connection: This is where Kloudio will sync your Dropbox CSV files data. Once it's synced, it will be available for creating Kloudio reports in builder or SQL mode
c) Choose a schema name where you'd like your data to be synced
d) You can also optionally use Kloudio's data warehouse in case you don't have any data warehouse to sync your data to
e) Add Table Name, File Path under 'Data Options'

i) Table Name- Name of the table where your data will be synced

ii) File Path- When you open any file, the url will look something like this: https://www.dropbox.com/home/my_personal/connection.csv. And in this url, my_personal/connection.csv is the file path.

f) Enter the frequency and interval under 'Sync Schedule'
g) Click 'Save & Sync'

By now the sync should start running. You will get a confirmation once it's completed running.

STEP 3: Create Kloudio reports from your Dropbox connection

Once the Dropbox connection is created and synced as per steps 1 and 2 above, you can create reports.

Create reports using the Kloudio report builder or SQL reports.

Please ensure you select the connection and schema as used in the Dropbox connection settings from Step 2.

5. Remove Tables from Dropbox integration.

In the Table options from the integration settings page, you can click on 'X' to remove the required table like below.

This will delete the table from the data warehouse.

Feel free to chat with us or drop an email in case you have any questions related to this integration.

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