IN THIS GUIDE
You can upload files to Dropbox that you want added to an order or to an item right from within Order Desk. Order Desk will add the shareable link to that file to the order.
This guide covers the integration setup and settings and explains how to upload files to Dropbox through Order Desk.
To enable Dropbox in your Order Desk store, click on Manage Integrations in the left sidebar. Under the Productivity tab, find and enable Dropbox.
Click the green Connect to Dropbox button, and follow the prompts from Dropbox to link Order Desk to your Dropbox account.
Once connected, set your preferences for how to Order Desk should treat your Dropbox uploads.
Name the folder in your Dropbox account where files should be stored when sent from Order Desk.
Checkout Data Field
Set the name of the checkout data field to be given to any links to Dropbox files:
This can be changed manually in the order before uploading a file if you need to use a different checkout data field name than this default name.
Item Metadata Field
Set the name of the item metadata field to be given to any links to Dropbox files.
If you are adding a thumbnail or other image of your product, set it to "image" for the thumbnail to show up on the item. If you have a print on demand store and need to add your print_urls this way, keep it set it to "print_url". Otherwise, this field can be named whatever name you prefer.
This can be changed manually in the order before uploading a file.
Auto Increment Field IDs
Enable this setting if you regularly add more than one file to the item metadata on a single order and need the field name to increment for each additional file added. For instance, if you are adding images to Dropbox for the print_url field, with this enabled, each additional file added will automatically increment the print_url field name to print_url_2, print_url_3, and so on.
Select your default preference for Dropbox links to be added to either checkout data or order item metadata. You can change this on the order page directly when uploading a file.
Select the type of link that should be created for your files.
Select Preview Page so links will open directly in Dropbox as a preview page, which includes the option to leave comments on the page.
Select Skip Preview Page so links will open the file directly in the browser window.
Select Direct Download which will force the image to download to the browser when the link is clicked.
For more information on the link types and why you may want to choose one over another, see this guide. If you are setting up your Dropbox files as links to be sent to print integrations through Order Desk, they will automatically be formatted as Direct Download when sent to the printer regardless of the setting selected here.
Reattempt Failed Uploads
This setting tells Order Desk to check Dropbox to see that every file upload is successful. If it notices any unsuccessful uploads, it will automatically attempt to send the file to Dropbox again. The setting is enabled by default, but you can disable it if you don't want Order Desk to re-upload files at all.
How to Upload Files to Order Desk
After you've set your integration preferences, you can begin to upload files to Dropbox directly through Order Desk. To do this, open an order and look under the order totals section for the Dropbox integration:
To upload a file, click Choose File and select the file you want to add to your order.
If you want to add the file to the order checkout data, leave it set to Checkout Data, but if you want add it to item metadata, click the dropdown and select the item in the order you want the file added to:
For item metadata, an order with one item will only have the one item name, but an order with multiple items will let you choose which item to add the file to:
Your default checkout data or item metadata field name will be added, but if you want to name it something different for the order you're uploading to, edit it here:
Click Upload and your file will be sent to Dropbox, and a shareable link will be created and saved to your order either as checkout data or item metadata.