Dropbox Integration Setup

This article will walkthrough the setup for the bvoip Dropbox integration.

Setting up Dropbox Integration

1. Log into the 1Stream Portal.
2. Go to the Administration > Manage Organization menu in the top right.
   
   
   
3. Scroll down to the Connected Accounts and CRM Settings section, and click the green + sign in the top right.
   
4. In the Add New CRM Platform pop up window, select Dropbox and then click Save.
    
5. Click the Save button. The Edit CRM Platform Settings pop-up will appear. 
6. In the Endpoint field, type in the name of the Dropbox folder that should be storing CSV files, then click Save.
   Note: If this folder does not exist, it will be created at the time this connection is made. 
   
7. In the Helper Links column, click on Allow Dropbox Access.
   
8. Login with your Dropbox account and authorize the integration.

The integration between Dropbox and 1Stream is now complete! You won't see data until the next hour cycle, but then you should see the CSV files generate in the specified folder.

Next Steps

From here you can take the CSV files and use them as you see fit, but our guides below will further walk through loading the data into the most common applications.

• Opening .CSV Files In Microsoft Power BI
• Importing .CSV Files In BrightGauge