Tracking your files and sharing data across teams shouldn't mean exporting CSVs by hand. Connect Dropbox to Klipfolio Klips and your file data flows directly into dashboards that update on a schedule you control.

How to connect Dropbox to Klipfolio

Dropbox uses OAuth authentication, making this a moderate-complexity setup. You'll authenticate once, then select the files you want to pull into your dashboards.

  1. In the left navigation sidebar, click + beside Data Sources. If you don't see this option, go to the bottom of the sidebar and click your Account Name > Data Sources > Create a New Data Source.
  2. On the Where is your data? page, select Dropbox.
  3. Click Sign in to Dropbox, enter your credentials, and click Grant Access.
  4. Save your OAuth credentials when prompted.
  5. Use the file selection tool to locate your data file. Click the folder icon to browse subfolders.
  6. Click Get data, review the preview, and optionally select Model your data to reshape it before use.
  7. Click Continue, then name your data source, set a refresh schedule, and click Save.

Your data source is now available in your Data Source Library and ready to use in any Klip.

View the step-by-step setup guide

Top reasons to use Klipfolio for Dropbox dashboards

  • Automate your reporting. Pull data from Dropbox files on a refresh schedule — no more manual exports or copy-paste updates.

  • Centralize data from multiple sources. Combine Dropbox file data with metrics from other tools in a single dashboard view, so your team sees the full picture.

  • Customize without limits. Use Excel-like formulas and flexible layouts to build dashboards that match exactly what your team needs to track.

  • Share with confidence. Distribute dashboards via TV mode, public links, scheduled PDF emails, or embedded views — all with granular access controls.

What Klipfolio adds to your Dropbox workflow

What you do in Dropbox What Klipfolio adds
Manually download files to check data Dashboards that read your Dropbox files automatically
Share files and hope teammates review them Visualized metrics distributed directly to the right people
Store data in folders with no reporting layer Live Klips built from your file data, updated on your schedule

Stop exporting files manually. Start building dashboards that keep your team aligned automatically.

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