Setup Guide
Follow these steps to connect Dropbox to your Connect AI account:1
Open the Connections page of the Connect AI dashboard.
2
Click + Add Connection in the upper-right corner.
3
Type Dropbox into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select the Impersonate User Mode the provider uses when making API calls on behalf of a user or administrator: User, Admin, or None.
6
Enter the Impersonate User Id which specifies the Dropbox User Id to impersonate when acting on behalf of a team member or administrator. This field is required if you select User or Admin for Impersonate User Mode.
7
At the top of the Connect AI Add Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
The directions above assume you are using CData’s embedded OAuth app. If you want to create a custom OAuth app, see Creating a Custom OAuth App. After you have created a custom OAuth app, go to the Advanced Settings tab and enter the OAuth Client Id and OAuth Client Secret you obtained from the custom OAuth app.