Getting Started Guide

Dropbox Integration in Zoho Projects

With Zoho Projects Dropbox Integration, you can share files that matters the most from your Dropbox account into Zoho Projects documents area and vice versa to simplify your work and ramp up your productivity.

Note:

  • Portal Owner and Joint Admins alone can configure Dropbox account for your portal in Zoho Projects
  • Dropbox integration is available only in Premium and Enterprise (Monthly and Yearly) paid plans

1. Configure Dropbox account

In My Home, you can find the Settings link in the top right menu. Click Settings link displays an action menu.

 

Settings link

Select Portal Settings and this displays a sub menu with options. From this, click Dropbox Configuration link. This displays the Dropbox configuration view. You can only configure one Dropbox account per portal. Mutiple account configuration is disabled.

 

Dropbox menu

 

Here click Add Sync from the right menu panel

 

Add Sync

2. Select your folders to sync

This opens user friendly three steps wizard to configure your Dropbox account in Zoho Projects. Now click Configure New Dropbox account link and start configuring your Dropbox account

 

Dropbox wizard

This redirects to Dropbox login page. Type your Dropbox username and password. Once you login your folders on Dropbox are automatically listed in Zoho Projects under Select DropBox Folder

 

Dropbox login

Now select a folder on your Dropbox and the corresponding folder from your Zoho Projects for your active project and click Next and this loads the Start Sync wizard

 

Select folders

3. Start the Sync process

After selecting the folders on DropBox and Zoho Projects, you can start your sync process. The sync process supported in Zoho is of two types a) Sync Once b) Sync Continuously

Sync Once - Files are synced from your Dropbox to Zoho Projects and vice versa only one once

Sync Continuous- Files are synced from your Dropbox to Zoho Projects and vice versa as and when files are uploaded or updated in Zoho Projects and Dropbox

 

Start the Sync process

Select the sync type for your folders and click Start Sync will start your sync process and the sync status is displayed in Dropbox Configuration view along with 4 different status buttons

  1. Sync Once - Single headed arrow in Green indicates that you've set Sync Once for file updates
  2. Sync Continuous - Double headed arrow in Green indicates that you've set Sync Continuously for file updates
  3. Stop Sync - Blue color button when clicked stops the sync operation for this project
  4. Delete Sync - Red color button when clicked deletes sync operation for this configuration

 

Sync status view

4. Important pointers to ponder about file upload in Zoho Projects

  1. Can select any number of sub folders from your Dropbox and map it to any particular folder in Zoho Projects
  2. Only one-to-one mapping of folders is supported in Zoho. But you can map another from same Dropbox account
  3. Supports mapping of folders between two different languages in Zoho
  4. Latest updates gets synced for every 1 minute time interval between Zoho Projects and Dropbox and vice versa
  5. File names are unique in Dropbox, so every update of same file is maintained as next version in Dropbox
  6. File names are not unique in Zoho Projects, so every version of Dropbox file is added as new file in Zoho
  7. Max file limit per upload is 125MB in Zoho Projects
  8. Max file transfer limit is 125MB for instant upload and 300MB for scheduled upload i,e for Sync Once / Continuously

5. Success and errors messages with explanations for Dropbox Integration

 

Messages Description
Sync scheduler starts The sync operation has been properly started.
Dropbox Fetch Success Your files from DropBox are successfully copied into documents area.
Dropbox Push Success Your files from Zoho Projects are successfully copied in Dropbox.
Dropbox Sync Success Your files from DropBox are properly synced in Zoho Projects
Sync stopped The sync operation is successfully completed.
Disk Space exceeded Maximum allocated disk space reached for your portal.
Folder not found The folder you specified is not present or must have been deleted.
Unauthorised to delete You are not authorized to uninstall Dropbox configuration in Zoho Projects
Path not found Sorry, the specified folder path is not found. Please provide the correct path.
Too many entries Your file size in the folder has crossed the maximum allocated file limit of 10000.
Unable to access file Unable to access your file in Zoho Projects.
User Over Quota You've crossed your maximum allocated space for this account.
File size more than allocated Your file is too large to be uploaded in Zoho Projects.
Dropbox not reachable Cannot access the DropBox account specified by you. Please try again.

 

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