DropBox is a service for data storage and synchronisation. DropBox allows for documents to be stored in the cloud and files to be shared.

Important: the connection between BestInvoicing and DropBox works in one direction. Documents can be sent and updated from BestInvoicing to DropBox, but not the other way around.

Activate the Connection with DropBox

  • Navigate to the top right corner in BestInvoicing anc click your email address

  • Select 'Apps and Integrations'

  • Select 'Advanced Settings'

  • Go to 'Sync and backup with DropBox' and click the green button 'Activate' to the right

In order to start synchronization, you have to enter the data from your own DropBox account. Click the yellow button 'Configure' to do so. You will now be directed to a page where you can add one or more DropBoxes.

  • At the top right, you'll see a green button '+ Add DropBox'

  • Name this DropBox connection (e.g. Company Name BestInvoicing)

  • Indicate which way the folders need to be structured in your DropBox. Three choices are offered:

Click 'Save'. You will now be redirected to a login screen by DropBox, where you need to identify yourself via email address and password. A message is displayed saying BestInvoicing would like to get access to your DropBox account. This is necessary in order for BestInvoicing to push documents to your DropBox. Accept/allow this access. BestInvoicing documents will by default be stored in a DropBox folder called 'Apps'.

You'll now see a confirmation that DropBox is connected. After setup, all existing BestInvoicing documents will be copied to your DropBox in one go and from that moment on the connection runs live in the background. New documents or changes to existing documents are automatically synchronized with DropBox.

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