1. Access Integrations
Open Tofu and locate the gear icon in the top right corner of the screen.
Click on the gear icon.
Select 'Integrations'.
2. Add New Integration
Click on 'Add New Integration'.
From the dropdown menu, select 'Dropbox'.
Click on 'Connect' to proceed.
3. Sign in to Dropbox
You will be redirected to the Dropbox login page.
Enter your Dropbox account credentials and sign in.
4. Select Dropbox Folder
After logging in, you will return to the integrations page in Tofu.
A configuration window will appear.
Choose the Dropbox folder you want to integrate.
Important: Ensure that the selected folder is inside the 'apps' folder in Dropbox.
5. Activate Integration
Once the correct folder is mapped, click on 'Activate'.
You are now ready to upload invoices into Dropbox.
6. Upload Invoices
After uploading invoices to Dropbox, return to Tofu.
Navigate to 'Source Documents' to verify that all uploaded invoices are visible in Tofu.
Cautionary Notes
Ensure that the Dropbox folder is correctly set up within the 'apps' folder to avoid integration issues.
Double-check your Dropbox login credentials to prevent access problems.
Ensure that the selected folder is inside the 'apps' folder in Dropbox.
Tips for Efficiency
Regularly check the integration settings to ensure everything is functioning correctly.
Organize your Dropbox folders to easily locate the necessary files for integration.