Dropbox Integration

Overview

OutCallerAI connects to Dropbox so operators can select a CSV or Excel file and synchronize its rows into a target usecase as leads. Edits to the file can trigger automatic re-sync via Dropbox webhooks.

Capabilities

• Secure OAuth connection: Authorize read access to Dropbox files without sharing passwords.
• Lead synchronization: New and changed rows are upserted into the selected usecase by phone or email.
• Field mapping: Map file columns to Name, Phone, Email, and Description.
• Duplicate protection: Existing Dropbox-sourced leads are updated rather than duplicated on every sync.

Prerequisites

• A Dropbox account with access to the lead file.
• A CSV or Excel file (.csv or .xlsx) with one header row.
• Phone values with country codes when possible (preferably E.164, e.g. +14155551234).
• A target OutCallerAI usecase with an assigned agent.

Setup

1. Authorize Dropbox: Open the Integrations Dashboard and select the Dropbox integration. Click Connect Dropbox and approve access.
2. Select a file: Use the in-app Dropbox browser to choose the CSV or Excel file that contains your leads.
3. Map Columns: Map file columns to OutCallerAI fields. At least Phone or Email is required:
   • Name: Customer full name
   • Phone: Phone number (prefer country code)
   • Email: Optional contact email
   • Description: Optional notes for the agent
4. Select the target usecase: Choose where synchronized rows should be created or updated.
5. Save and Sync: Save the configuration. The import runs in the background; confirm several mapped rows inside the selected use case after it completes.

How it works

Lead sync upserts by phone first, then email. The selected Dropbox file is referenced by its stable file ID, so moving or renaming it does not break future syncs. Leads present in OutCallerAI but missing from the file are not archived by default — only create and update run on each sync. Files larger than 25 MB are rejected.

Webhook notifications are debounced (~30 seconds) before sync runs, so rapid edits coalesce into one import.

Verify the integration

Add or update a test row with a unique phone number, save the file, wait for webhook sync (or trigger Sync), and confirm the mapped lead in the selected usecase.

Troubleshooting

• If browse or sync fails, reconnect Dropbox so tokens can refresh.
• If rows are skipped, verify the column mapping includes phone or email and that those cells are populated.
• If a large file fails, split it under 25 MB / 100,000 data rows. Legacy .xls files are not supported; save them as .xlsx first.
• If a recent edit is not visible yet, allow for webhook debounce and asynchronous synchronization.

Disconnect

Select Disconnect Integration in the Dropbox drawer. OutCallerAI revokes the Dropbox token when possible, removes stored credentials, and stops sync. Existing imported leads remain in the workspace.