Installing And Configuring The Dropbox App

The Dropbox integration allows users to attach different-sized files directly from their Dropbox account to tickets and knowledge base articles.

Key Features:

1. Has access to all files and folders and can view them.
2. Search the files in Dropbox from BoldDesk.
3. Upload the files to Dropbox from BoldDesk.
4. Agent Portal - Attach the files to a ticket when creating, adding replies to ticket, private notes, and public notes.
5. Customer Portal - Attach the files to a ticket when creating and adding replies to ticket.
6. Attach the files to knowledge base articles.

Check out this video tutorial

How to install and configure Dropbox Integration

There are three steps to follow to integrate Dropbox with BoldDesk, namely:

1. Register a Dropbox app
2. Install the Dropbox in BoldDesk
3. Attach files to tickets from the Dropbox

Register a Dropbox App

To use the Dropbox, you’ll need to register a new app in the App Console. To create an app, follow the instructions below.

1. Sign in to the Dropbox App Console
2. Click the Create App button.

3. Select the Scoped access option under the Choose an API
4. Select the Full Dropbox to choose the type of access.
5. Enter the name of your app and then click Create App.

6. Under Chooser/Saver domains, add your BoldDesk portal domain and click Add. Copy the App Key from the Settings tab.

Install and configure the Dropbox App in BoldDesk

1. Sign in to BoldDesk.
2. Click Admin menu > Marketplace.
3. Search and select the Dropbox.

4. Click the Install.

5. In the Account tab, enter the Application Key that you copied while creating the Dropbox app and click Next.

6. In the Permission tab, under the App Permission window, select the roles for those who can access this Dropbox feature and click Save.

Attach the files to ticket from Dropbox

1. In the ticket text editor (Reply and Notes), click the Dropbox A file selection window will appear.

2. Search for and choose the files you want to attach to a ticket.

3. After attachment, the file can be viewed in the Files.

Attach the files to KB article

1. In the KB text editor (create and edit), click the Dropbox button. As a result, the file selection window will appear.

   

2. Search for and choose the files you want to attach to KB article.

   

3. After attachment, the file can be viewed in the file tab.

   

FAQ

1. What should I do if an error message such as “domain does not match any Chooser/Saver domains” appears?

You should only Add the domain itself when you register a domain, not the protocol (such as http:// or https://) or the port number.

For example, you should use “example.com” if your domain is “test.example.com”.

Note: If you have a custom domain URL, you should add it.

2. What happen if Dropbox app status shown in development status?

Even though it is in development status, the app will function as a production-status app, with the exception that it can only be linked with a maximum of 500 Dropbox accounts.

If you want to share your app with customers, apply for production status. For more details, check the link below.

https://www.dropbox.com/developers/reference/developer-guide

3. What happens if I share a private file?

The user won’t be able to access the private file if you shared it. In such a scenario, you should provide those users with access permissions to the file.