Creating a Connection

  1. Connect your Dropbox from the dashboard.

  2. Select an API key from the dropdown at the top. All documents created by the connection will be attributed to the selected API key.

  3. Select the folder you want to sync. If you choose "My Dropbox" your entire dropbox will be synced.

  4. Fill out any metadata you want to associate with the Dropbox data. You can use this to filter the data later. This is in JSON format. You can leave it blank, or you could set it to something like

  5. {
      "company": "acme"
    }
    
  6. Select an Import mode. This is only applicable to PDFs. Fast only extracts text, but Hi-res also extracts images and tables. Fast can be up to 20x fast than Hi-res

  7. Click "Create Connection" at the top right.

You will be taken back to the connectors page, and the system will schedule a sync process for you as soon as possible.

What is synced?

Everything in the dropbox folder you selected, including subfolders.

Metadata

Each Dropbox file includes the following metadata

NameDescriptionExample
folderThe folder name of the fileinvoices
folder_pathThe full path of the folder containing this file/invoices
file_path_arrayAn array of each element in the path of the file["My Drive", "invoices", "invoice_acme_2024.pdf"]
file_pathThe path of the file in Dropbox/pictures/cats/snowball.png