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Setting up Dropbox Integration

This guide explains how to set up the Dropbox integration for DocuNova.

Required Configuration Parameters

Variable Description
DROPBOX_APP_KEY Dropbox API app key
DROPBOX_APP_SECRET Dropbox API app secret
DROPBOX_REFRESH_TOKEN OAuth2 refresh token for Dropbox
DROPBOX_FOLDER Default folder path for Dropbox uploads

For a complete list of configuration options, see the Configuration Guide.

Step-by-Step Setup Instructions

1. Create a Dropbox App

  1. Go to the Dropbox Developer Apps Console
  2. Click "Create app"
  3. Select "Scoped access" for API
  4. Choose "Full Dropbox" access (or "App folder" for more restricted access)
  5. Give your app a name (e.g., "DocuNova")
  6. Click "Create app"

2. Configure App Permissions

  1. In your app's settings page, go to the "Permissions" tab
  2. Enable the following permissions:
    • files.content.write (to upload files)
    • files.content.read (if you need to read file content)
  3. Click "Submit" to save changes

3. Get App Key and Secret

  1. On your app's settings page, find the "App key" and "App secret"
  2. Set these as DROPBOX_APP_KEY and DROPBOX_APP_SECRET in your configuration

4. Generate a Refresh Token

  1. Go to the "OAuth 2" tab in your app settings

  2. Add a redirect URI: http://localhost (this is for the authorization flow)

  3. Generate an authorization URL with these instructions:

    https://www.dropbox.com/oauth2/authorize?client_id=YOUR_APP_KEY&response_type=code&token_access_type=offline
    
  4. Replace YOUR_APP_KEY with your app key

  5. Open this URL in your browser

  6. Authorize the app when prompted

  7. You'll be redirected to localhost with a code parameter in the URL

  8. Copy this code parameter

5. Exchange the Code for a Refresh Token

  1. Use this curl command to exchange the code for tokens:

    curl -X POST https://api.dropboxapi.com/oauth2/token \
      -d code=YOUR_AUTH_CODE \
      -d grant_type=authorization_code \
      -d client_id=YOUR_APP_KEY \
      -d client_secret=YOUR_APP_SECRET \
      -d redirect_uri=http://localhost
    
  2. From the response, copy the refresh_token value

6. Configure DocuNova

  1. Set DROPBOX_APP_KEY, DROPBOX_APP_SECRET, and DROPBOX_REFRESH_TOKEN with your values
  2. Set DROPBOX_FOLDER to the path where files should be uploaded (e.g., /Documents/Uploads)

The system will use the refresh token to automatically generate short-lived access tokens when needed, so you shouldn't need to worry about token expiration.