Creating a Dropbox Source

On the Conversionomics homepage, you will see a screen with all of your projects; select the project name you will be working on. If you need to create a new project, select the orange button that says "New Project" and follow the instructions 

Once you select the project you want to work on, you will see a similar screen as shown below. Select the orange button that says " + New Source"

After selecting the orange button that says " + New Source"

Input the "Source Name" and select "Dropbox" for the type, then click "CONTINUE" once complete.

You will then be redirected to the source's configuration screen.

From here you must select a connection that will allow the source to access data within Dropbox.

Then the report you wish to pull into Conversionomics must be selected. To do this:

  • Select the folder that the report is located 
  • Enter the name of the report you wish to pull
  • Choose the encoding that matches the file.

In the last section, you can select a field in the report that will be used as the date field. A Date Format must be entered in order to convert the values to the required YYYY-MM-DD date format.

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