Connecting Dropbox
Sync contracts from Dropbox to DealView for automatic import and organization.
Connect Dropbox to automatically import contracts into DealView. Keep your contract library synchronized with your Dropbox folders.
Prerequisites
Before connecting:
- Dropbox account (any plan)
- Contracts stored in Dropbox
- Admin access to DealView workspace
Connecting Dropbox
- Go to Settings > Integrations
- Find Dropbox in the Cloud Storage section
- Click Connect
- Sign in to Dropbox
- Authorize DealView access
- Select folders to sync
- Connection confirmed
DealView requests read-only access to selected folders only. We cannot modify or delete your Dropbox files.
Selecting Folders
Choose which folders to sync:
- After connecting, click Configure
- Browse your Dropbox structure
- Select folders containing contracts
- Click Save
Only selected folders are scanned for contracts.
Supported File Types
DealView imports these file types from Dropbox:
- PDF documents
- Word documents (.docx, .doc)
- Text files (.txt)
Non-contract files (images, spreadsheets) are skipped.
Initial Sync
After connecting:
- DealView scans selected folders
- Contract files are queued for import
- AI analysis runs on each contract
- Progress shown in sync status
Initial sync of large folder structures may take time. Progress is shown in the integration status panel.
Ongoing Sync
After initial import:
- New files in selected folders are detected
- Changes sync at regular intervals
- Manual sync available anytime
Sync Settings
Configure sync behavior:
| Setting | Options |
|---|---|
| Sync Frequency | Hourly, Daily, Manual |
| Include Subfolders | Yes/No |
| File Types | Select which to import |
| Skip Duplicates | Avoid re-importing |
Folder Mapping
Map Dropbox folders to DealView folders:
- Go to integration settings
- Click Folder Mapping
- Assign DealView folders to Dropbox sources
- New imports go to mapped folders
Sync Status
View sync status:
- Last Sync - When sync last ran
- Files Synced - Total imported
- Pending - Awaiting import
- Errors - Failed imports
Handling Conflicts
When duplicate files are detected:
- Skip if already imported
- Update if file modified
- Create new if different name
Manual Sync
Force an immediate sync:
- Go to integration settings
- Click Sync Now
- Sync runs immediately
- View results when complete
Disconnecting
To remove Dropbox integration:
- Go to Settings > Integrations
- Find Dropbox
- Click Disconnect
- Confirm disconnection
Imported contracts remain in DealView. Future syncs stop.
Troubleshooting
Folders not appearing?
- Check Dropbox permissions
- Verify folders contain supported files
- Try disconnecting and reconnecting
Sync not running?
- Check sync frequency setting
- Verify integration is still connected
- Look for error messages
Files not importing?
- Confirm file type is supported
- Check file isn't corrupted
- Verify file size under limit (50MB)
Best Practices
- Organize first - Structure Dropbox folders logically
- Name clearly - Use descriptive file names
- Select specifically - Only sync contract folders
- Monitor regularly - Check sync status weekly