Setting Up Dropbox Backups

Setting Up Dropbox Backups

We constantly advise clients to keep a backup of their data in ERPNext. The backup database is downloaded as a SQL file. This SQL file backup can also be restored in a different ERPNext account if necessary.

Your ERPNext account's database backups can be downloaded automatically to your Dropbox account.

Configuring Dropbox Backup

Home > Integrations > Dropbox Settings

Steps are different for ERPnext managed versions and open-source versions

ERPnext Managed Version Instructions

Step 1: Set Frequency

Configure the frequency of backup downloads from your Dropbox account.

Step 2: Allow Dropbox Access Click Allow Dropbox access after updating other information and the frequency setting. When this button is clicked, a new tab will open with the Dropbox login page. You might need to grant pop-up access for your ERPNext account for this.

Step 3: Login to Dropbox Enter your login information to access your Dropbox account.

Step 4: Allow You will see the following message after a successful login. To grant your ERPNext account access to your Dropbox account, click "Allow".

With your Dropbox account, a folder called "ERPNext" will be established as a result, and database backups will begin to automatically download there.

Open Source Version Instructions

Step 1: Login to Dropbox Developer area

Step 2: Create a new Dropbox app

Step 3: Fill in the details for your new app

Step 4: Insert your custom domain Redirect URI https://{yourwebsite.com}/api/method/frappe.integrations.doctype.dropboxsettings.dropboxsettings.dropboxauthfinish

Step 5: In a new window, open the Dropbox Settings page in your ERPnext installation

Step 6: Set backup frequency and email

Configure the schedule for Dropbox to download your site backups.

Step 7: Input Keys from your Dropbox App window

Enter the app key and (unhidden) app secret into the ERPnext Dropbox settings page from your Dropbox App page.

Instead, you may manually input it as follows in sites/sitename>/site config.json:

Step 8: Click Save before continuing!!!

Step 9: After saving, click "Allow Dropbox Access"

The new tab will open to the Dropbox login screen. You might need to grant pop-up access for your ERPNext account for this.

Step 11: Allow Dropbox Access You will see the following message after a successful login. To grant your ERPNext account access to your Dropbox account, click "Allow".

Step 12: Confirm Backups Work Click Take Backup Now on the ERPnext Dropbox page, then navigate to the Dropbox files view. Dropbox should now have a new Apps folder with your "New App" folder inside of it. It ought to contain folders for database and file backups. The folder locations for an app called erpnext are as follows:

Note: The system will upload the most recent backup file already in existence to Dropbox rather than creating a new backup file if the compressed backup size exceeds 1GB (Gigabyte).