Follow these steps outlined below to migrate your Dropbox imports to our latest file processing technology: DataSynq.
STEP 1: Download the DataSynq Agent
Download the DataSynq Agent zip file, which can be found at this bottom of this article: Automated Data Imports via DataSynq Agent.
STEP 2: Extract Installer from the Zip File
Navigate to your Downloads folder. Find the zip file that was just downloaded and right-click it. Then click on the "Extract All" option that appears in the right-click menu.
STEP 3: Install the DataSynq Agent
Navigate to the extracted file and right-click it. then click on the "Install" option that appears in the right-click menu. The installation wizard should now appear.
STEP 4: Installation Wizard - Customer Information
Click next in the installation wizard. Then check the "I accept the terms in the License Agreement" checkbox and click next again. It will now ask for the Folder Path, Client ID, and Secret Key. The Default Install Location if you leave the path empty when installing will be C:\DataSynq on a windows machine.
STEP 5: Finding Your Client ID and Secret Key
Now you will need to find your Client ID and Secret Key. Open WebManager and login to your account. Once in WebManager, navigate in the left-side menu down to "DataSynq Agent" and click on that menu option.
STEP 6: Copying Your Client ID and Secret Key
On the Integration Settings page that loads, you will find your Client ID and Secret Key. Copy the Client ID and Secret Key from the Integration Settings page and paste it into the Installation Wizard's Client ID and Secret Key fields. Then click next.
STEP 7: Installation Wizard - Choose Setup Type
Click on the "Complete" button in the installation wizard.
STEP 8: Installation Wizard - Ready to Install DataSynq Service
Click on the "Install" button in the installation wizard.
STEP 9: Installation Wizard - Finish
Click on the "Finish" button in the installation wizard.
STEP 10: Open Services
Search for the "Services" App on your Windows Machine. You will need to choose to "Run as Administrator" when opening this app.
STEP 11: Start the DataSynq Service
Find "DataSynq Service" in the list of services and click on it. Then click on the "start" link on the left side. Once the service is started you should see "Running" listed in the Status column. This will create the DataSynq directory based on the Folder Path you chose during the installation.
STEP 12: Validate DataSynq Directory
Open File Explorer and navigate to the Folder Path you chose during the installation. You should see the DataSynq folder in that location. The DataSynq Service is now installed.
STEP 13: Change Directory in the RepZio Data Utility
IMPORTANT NOTE: Make sure to open the Data Utility Tool while signed in as the user it was installed under. Otherwise, the settings in your utility will be wiped. If you have any questions, please reach out to support for this.
If you utilize our RepZio Data Utility, you will need to update the folder path in it as well. Navigate to the computer that the RepZio Data Utility is currently running on to export to your Dropbox.
Once on that computer while signed into the user it was installed under, open the RepZio Data Utility. On the "Export to RepZio" tab, you should see the Dropbox location that your files have been importing from.
Click the "Browse" button on the right side. In the "Browse for Folder" pop up window, navigate to the DataSynq > Company Name > imports folder that was created by the DataSynq Service and select it (default location is on the C: Drive). Then click OK.
If you are already running your exports to Dropbox through the RepZio Data Utility, it should already still be scheduled under the Task Scheduler and should now process automatically using our DataSynq method. If you are NOT using our RepZio Data Utility, you'll need to change wherever your files are currently being generated from and point them to this imports folder. Please note the system WILL NOT IMPORT your files if they are named differently than the requirements outlined on the page linked in Step 1.
STEP 14: Notify Customer Support
Once steps 1-13 have been completed, please let Customer Support know so that we can remove you from the Legacy Processing on our end. You can contact Customer Support via email at email@example.com or via phone at +1-855-438-7379 then press 2 for RepZio.
STEP 15: Validate Working Imports
Once our Support team confirms that you have been removed for Legacy Processing, you can validate that the DataSynq Imports are setup correctly by dropping your imports into the imports folder, letting the files get picked up by DataSynq. Once the files have been picked up, open WebManager and login to your account. Once in WebManager, navigate in the left-side menu down to "Manage Data" and click on that menu option, then click "View Uploaded Files". You should see the files you uploaded and processed in the "processed" folder. https://manage.repzio.com/data/viewdatafiles
Congratulations! You are now using our latest DataSynq technology!