Overview

SmileBack's Dropbox integration automatically saves a JSON file of your most recent review data to your Dropbox account each day.

How to set it up

You must be an account administrator to do this.

1. Go to the integrations page.
2. If you haven't connected Dropbox to SmileBack before, or you did and disconnected it, you will see a blue Connect button, click on it.
3. You will then be taken to a Dropbox page where you can confirm that you want to connect SmileBack, if you are not currently logged into Dropbox you will be prompted to do so.

To disconnect Dropbox from your SmileBack account go to the Integrations page, find the Dropbox section, and click on "Authorizations" and then the red Revoke button.

What you can do with it

Automatically export recent reviews, useful if you want to keep your own archive of reviews.

Automatically import reviews data into Excel

Set up

1. Open a new, blank Excel file.
2. Go to the Data tab.
3. Click on Get Data, then From File, then From JSON.
   
4. Navigate to your Dropbox folder, then the "Apps" folder, then the "SmileBack" folder, select "SmileBack_RecentReviews.json".
5. This will open the Power Query Editory, click on the View tab and then Advanced Editor
6. Replace these last two lines of the query

   in
    Source

   with this

     ,
    asTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    expandedReview = Table.ExpandRecordColumn(asTable, "Column1", {"id", "rating", "comment", "ticket", "contact", "company", "status", "tags", "has_marketing_permission", "viewed_on", "rated_on", "permalink", "last_modified"}, {"id", "rating", "comment", "ticket", "contact", "company", "status", "tags", "has_marketing_permission", "viewed_on", "rated_on", "permalink", "last_modified"}),
    expandedTicket = Table.ExpandRecordColumn(expandedReview, "ticket", {"id", "title", "segment", "agents", "closed_on"}, {"ticket.id", "ticket.title", "ticket.segment", "ticket.agents", "ticket.closed_on"}),
    expandedTicketSegment = Table.ExpandRecordColumn(expandedTicket, "ticket.segment", {"id", "name"}, {"ticket.segment.id", "ticket.segment.name"}),
    expandedTicketAgentList = Table.TransformColumns(expandedTicketSegment, {"ticket.agents", each Text.Combine(List.Transform(_, Text.From), ";"), type text}),
    expandedContact = Table.ExpandRecordColumn(expandedTicketAgentList, "contact", {"id", "name", "email"}, {"contact.id", "contact.name", "contact.email"}),
    expandedCompany = Table.ExpandRecordColumn(expandedContact, "company", {"id", "name"}, {"company.id", "company.name"}),
    expandedTags = Table.TransformColumns(expandedCompany, {"tags", each Text.Combine(List.Transform(_, Text.From), ";"), type text}),
    strictlyTypedColumns = Table.TransformColumnTypes(expandedTags, {{"rated_on", type datetimezone}, {"viewed_on", type datetimezone}, {"rating", Int64.Type}, {"id", Int64.Type}, {"ticket.closed_on", type datetimezone}, {"has_marketing_permission", type logical}, {"last_modified", type datetimezone}}),
    sortedRows = Table.Sort(strictlyTypedColumns, {{"rated_on", Order.Descending}})
   in
    sortedRows

7. Click Done.
8. The query will now show the expanded JSON file, click on the Home tab and then Close & Load.
9. You will now see the data formatted as a table in your Excel workbook. You can then simply click on the Refresh button when you want to add new data to the table.