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    ezyVet

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        Wellness plan configuration

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        Tag configuration

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        Reports configuration

        • Access to reports

        • Control access to reports for a person

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          Automated reports

          • About automated reports

          • Configure an automated report

          • Task execution information of automated reports

          • About the Dropbox integration

          • Configure the Dropbox integration

          • Configure an automated report to export data to Dropbox

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  9. Automated reports

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Automated reports

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Configure the Dropbox integration

Before you can use Dropbox with an automated report, you must configure the Dropbox integration.

  • Make sure that you have a Dropbox account
  • Install Dropbox on your device
To configure the Dropbox integration, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
    ezyVet shows a New Integration Setting screen.
  3. In the Integration box, select Dropbox.
    The Integration box
  4. Select Save.
    The Save button
  5. Select CONNECT.
    The CONNECT button
    Dropbox shows a sign-in pop-up window.
  6. Enter the username and password of your Dropbox account, then select Sign in.
    The sign-in pop-up window
    Dropbox shows a warning pop-up window.
  7. Do a check of the warning information, then select Continue.
    The warning pop-up window
    Dropbox shows a confirmation message.
    Trouble: If you cannot continue, do a check of your email inbox for a warning email from Dropbox. If the information of the email is correct, select Yes. Then, continue with the remaining steps. The image that follows shows the Yes button.
    The warning email from Dropbox
  8. In the Dropbox confirmation message, select Allow.
    The Allow button
    Dropbox shows a special Dropbox code:
    The special Dropbox code
  9. Copy the code, then paste it in the code box in the integration.
    The Step 2: Enter the code shown in the popup, and then click save box
  10. Select Save.
    The Save button
    ezyVet shows a confirmation message:

    If the code is correct, ezyVet shows more information about the connection:
    More information about the connection
ezyVet has a configured Dropbox integration.
Parent topic: Automated reports
Related concepts
  • About automated reports
  • Task execution information of automated reports
  • About the Dropbox integration
Related tasks
  • Configure an automated report
  • Configure an automated report to export data to Dropbox
Concepts
  • About automated reports
  • About the Dropbox integration

Procedure
ezyVet
Practice manager

Last updated: September 3, 2024

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Related Articles:

  • About automated reports
  • About the Dropbox integration
  • Automated reports
  • Configure an automated report
  • Task execution information of automated reports
  • Configure an automated report to export data to Dropbox

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