Working with Dropbox

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EssentialPIM supports storing your database files in Dropbox. Using this feature, you can get access to your database file stored in the cloud from any place, any time. The feature can also be used for moving data between different PCs.

 

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Note, the mobile version of EssentialPIM for Android and iOS cannot access databases stored on Dropbox.

Creating a new EPIM data file in Dropbox

If you run EssentialPIM for the first time or simply want to start using the feature, click on File -> New -> EPIM Data File in Dropbox in order to start a Dropbox Wizard that will guide you through the setup process in two easy steps.

 

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On the first step you should allow EssentialPIM to get access to your Dropbox account. Press the Allow button, wait till the Dropbox request authorization window opens in a browser and click on the Allow button. As a result, there will be a special folder created on your Dropbox account where EssentialPIM database files will be stored.  Return to EssentialPIM and click on the Next button.

 

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On the second step either enter your database file name or leave the automatically suggested one unchanged. EssentialPIM will create and upload the database file to the following folder on your Dropbox account: Apps\EssentialPIM Databases\.

 

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Please note, EssentialPIM does not work with the database file directly from Dropbox. It creates a temporary copy of the database file locally and uploads it back to the cloud when the work is finished. Upon next start of the program, EssentialPIM will compare the local copy of the file with the one on your Dropbox account and open the latest version.

Moving your existing database file to Dropbox

If you already have a database that you work with and would like to move it to Dropbox, click on Tools -> Options -> Dropbox.

 

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Click on the Proceed button to start. The Dropbox Wizard will appear and guide you through the process.

Opening an existing database file from Dropbox

If you already have EssentialPIM database files stored on the Dropbox account, open them by clicking on File -> Open From Dropbox (the dialog window will show a list of files stored in Apps\EssentialPIM Databases\ folder).

 

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If you're connecting to the Dropbox account for the first time using EssentialPIM, a special authorization request window will appear. Follow the on-screen instructions in order to grant EssentialPIM access to your Dropbox account. If you've connected to Dropbox earlier using EssentialPIM, the Select Dropbox File dialog window will appear with a list of EPIM database files. Choose a desired file and click Ok to open it.

Stop using Dropbox

If you don't want to use the Dropbox integration feature anymore, click on Tools -> Options -> DropBox.

 

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Press the Proceed button and EssentialPIM will download the database file to your computer and remove a copy of it from the Dropbox account.