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PARSER GUIDES

Exporting to Dropbox

Integrations

Save each processed document's original file to a Dropbox folder

Send each processed document's original file to a Dropbox folder automatically.

Before you start

You need a Dropbox account with permission to add files to the destination folder. Files must be available in PARSER, nonempty, and no larger than 100 MB.

Add Dropbox export

1. Open your parser and go to Settings -> Integrations.

2. Under Direct exports, click Add next to Export to Dropbox.

3. Expand Export to Dropbox under Added integrations.

Connect Dropbox

Click Connect Dropbox, sign in, and approve the connection. If you previously connected Dropbox for an import, you can select the same account.

Select the destination

Browse Dropbox folders and open the folder you want to use. Click Select this folder, then click Test access to confirm that PARSER can use it.

The access test is read-only and does not create a file.

Configure the filename

Enter the filename PARSER should use. The default {{original_filename}} token keeps the source document's name. You can add literal text, for example processed-{{original_filename}}.

Filenames cannot contain slashes, control characters, or path traversal text. PARSER rejects invalid names instead of changing them.

Choose duplicate behavior

  • Leave Replace an existing file off to preserve existing files. Dropbox creates a new file and adds a number to its name when needed.
  • Turn it on to overwrite the exact destination path.

Click Save configuration.

Check the result

Process a test document, then open the selected Dropbox folder. The original document file should appear with the configured name.

If the parser uses review stages, PARSER waits for final approval. Without review stages, the file is exported after processing.

Reprocessing a document after a successful export does not create another automatic export.

If the file does not appear

  • Confirm that the document finished processing or received final approval.
  • Expand the integration and confirm that it shows Configured.
  • Click Test access again.
  • Reconnect Dropbox if PARSER reports an expired connection.
  • Check that the original file is available and no larger than 100 MB.

See Troubleshoot Integrations for more checks.

Next steps

Exporting to Google DriveSave each processed document's original file to My Drive or a Shared DriveOpen guide → Exporting to QuickBooksCreate QuickBooks records from extracted document dataOpen guide →