Connect Hubdoc to Dropbox
Overview
- Connect your Hubdoc organisation to Dropbox for backup document storage.
- Change where Hubdoc documents are saved to in Dropbox.
Connect your Hubdoc organisation to Dropbox
- Log in to Hubdoc and open your organisation.
- Click the settings icon, then select the Integrations tab.
- Under Cloud Storage, next to the Dropbox logo, click Connect.
- Log in using your Dropbox credentials.
- Select your Dropbox Folder Structure:
- All documents in one folder copies files into a single folder.
- Copy your folder structure from Hubdoc creates folders in Dropbox following the same folder structure from Hubdoc.
To disconnect Dropbox from your organisation:
- Open your Hubdoc organisation.
- Click the settings icon, then select the Integrations tab.
- Under Cloud Storage, next to the Dropbox logo, click Disconnect.
Change the Dropbox folder destination
Change the location that Hubdoc syncs to in Dropbox.
In Dropbox:
- Log in to Dropbox (Dropbox website).
- Find and open the folder you want to set as the destination for your Hubdoc documents.
- From the web address bar, copy the URL after ‘/home’. This is the folder ID.
In Hubdoc:
- Open the Hubdoc organisation.
- Click the settings icon, then select the Integrations tab.
- Under your Dropbox account, click Change.
- In the Destination folder field, paste the folder ID copied from Dropbox. Remove any '%20' and replace with a space.
- Click Update to save your changes.
What's next?
Learn more about the different ways you can send documents to Dropbox.
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.