Setting up Dropbox as a Source

Syncing content from Dropbox into Guru allows teams to seamlessly find, access, and rely on internal documentation - directly within their existing workflows.

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Dropbox Access: To connect, make sure your Dropbox credentials include the following scopes:

  • files.metadata.read
  • sharing.read
  • files.metadata.write
  • files.content.write
  • files.content.read
  • sharing.write

If you want to inherit your team's permissions from Dropbox you need to be an Admin.

Setting up Dropbox as a Source

  1. Navigate toย Manage > Sources.
  2. Select Dropbox from the icon menu.
  3. Click Authorize Access and log in to Box.
  4. Next you'll choose which content to sync - this is called Selective Sync. Limiting the synced content to only what's necessary improves sync speed and search relevance. You can also choose to sync all data.
  5. If you want to set up permissions to content in Guru, specify whichย Guru Groups should have access to the content once synced. Otherwise, if you choose "Use permissions from Dropbox" - Knowledge Agents will respect the permissions from Dropbox.
    1. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
    2. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
  6. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects synced from Dropbox

Primary objects are the objects used to generate the search record.

Common Model / What You'll See During Setup

Objects/Data Brought In

Key Fields

File

Primary Object: Dropbox files

โ€ข Name โ€ข File URL โ€ข MIME type โ€ข Size (Integer) โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data

Folder

Dropbox folders

โ€ข Name โ€ข Folder URL โ€ข Size (Integer) โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data

User

Dropbox account users and team members

โ€ข Name โ€ข Email address โ€ข Remote ID โ€ข Remote data


Permissions

When setting up Dropbox you can either establish permissions in Guru, or inherit them from Dropbox directly.

  • Inherited Permissions
    • See above the level of access needed to inherit permissions. If the authenticating user selects to inherit permissions from Dropbox, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
  • Setting up Permissions in Guru
    • You can also permissions that content in Guru. Learn more here. If someone is not provided with access in Guru to this source, they will not see Dropbox results in searches or when chatting with Guru.