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Syncing documents to Dropbox

Maxime avatar
Written by Maxime
Updated over a month ago

Connect your Banqup space with Dropbox to automatically sync your business documents. This integration ensures your documents flow seamlessly to Dropbox.

Installing the extension

  1. Open the app launcher.

  2. Search for "Dropbox".

  3. Click Install.

  4. Confirm access permissions.

Connecting to Dropbox

  1. Click on Sign in with Dropbox.

  2. After logging in, you may get a warning from Dropbox. Click Continue.

  3. Allow Banqup to edit your Dropbox.

  4. Your Dropbox account is now connected. Your documents will be synced.

Important notes

  • Syncing creates copies of your documents. The originals remain in Banqup.

  • If you delete a document in Dropbox, it will not be deleted from Banqup.

  • If you delete a document in Banqup after it's been synced, it will remain in Dropbox.

Disconnecting Dropbox

If you need to disconnect your Dropbox account:

  1. Go to the Dropbox extension in Banqup.

  2. Click Manage.

  3. Toggle off the Active option.

  4. Confirm your decision.

FAQ

Can I sync historical documents?

No, only the documents approved or sent after activating the extension will be synced.

What file format are the documents synced in?

Documents are synced in e-fff format.

Is the connection secure?

Yes, Banqup uses Dropbox's secure OAuth authentication process. Banqup never stores your Dropbox password, and all data transfers are encrypted.

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