**Note: This content is intended for system administrators and is technical in nature**
The Dropbox integration allows you to synchronise and access your Dropbox documents within a client record in PractiFI. You must have a Dropbox subscription to use this integration.
You will need PractiFI System Administrator permissions to install and enable the Dropbox integration:
Follow the Dropbox for Salesforce Admin Setup Guide, specifically:
Complete Step 1 to install the Dropbox for Salesforce app.
SKIP Step 2. Instead, to enable the integration in PractiFI:
- Go to the PractiFI Settings (top right menu).
- Go to Config Settings (represented by ).
- Click the icon to edit.
- Select the Integrations sub tab.
- Tick the ‘Enable Dropbox’ checkbox.
- Click Save.
Follow Step 3 to connect Dropbox to Salesforce. Note: You'll do this from Salesforce Setup -> Dropbox Options.
Follow Step 4 to set up a Salesforce Documents folder.
Finally, Step 5 takes you through granting access to your user profiles.
You are now set up with Dropbox, so files and folders should sync between PractiFI and Dropbox.