How to add Confluence to Dropbox Dash

You can add your organization’s Atlassian Confluence account to Dropbox Dash so you can access and search across your pages, spaces, and blogs by title and metadata directly within Dash. You can also find answers to questions about your content and use Dash Assist to chat and create new content for spaces, pages, and blogs.

Overview of setup

Step 1: Create an admin service account with an Org Admin role in Confluence.

Step 2: Add Confluence to Dash using one of the two supported authentication methods. Learn how to select the right method for your team.

• API key method
• OAuth method

How to create an admin service account in Confluence

To add Confluence to Dash, a Confluence admin must authenticate and authorize a company-level integration between Confluence and Dash. For better security and to prevent issues with the Confluence and Dash integration (like if an admin leaves), it's recommended to create a non-human admin service account in Confluence for this integration.

To create an admin service account in Confluence, you’ll need to:

1. Invite a service account to Confluence.
   • Complete this step if your service account isn't automatically added to your Confluence site. If it is added automatically, proceed to step 2.
2. Add the Org Admin role to the service account.

How to invite a service account to Confluence

1. Log in to Atlassian Administration with your admin credentials.
2. Click Directory.
3. Click Invite users.
4. Enter the email address for the service account user in the Invite by email address… field.
5. Select the product access: Confluence Software
6. Click Invite users. 
   • You’ll be returned to the Atlassian admin page for Users and should see “svc-dropboxdash-atlassian-confluence” as an invited user.
7. Open the email account for the user “svc-dropboxdash-atlassian-confluence” and locate the invitation to Confluence.
8. Click Accept Invite.
9. In the pop-up window, enter “svc-dropboxdash-atlassian-confluence” in the Full name field.
10. Enter a new password in the Password field.
    • Note the password somewhere safe, such as your password management vault.
11. Click Continue.
12. You'll be asked to select a role that best describes your team's work. Select an option appropriate from the dropdown menu, then click Finish.

How to add the org admin role to the service account

1. Log in to Atlassian Administration with your admin credentials.
2. Click Directory > Users.
3. Find the service account, then click their avatar or Show details.
4. Click More actions () at the top of the page, then select Assign org admin role.
5. Click Assign role to confirm.

Once you’ve set up your service account, you’ll need to choose which authentication method you’d like to use to add Confluence to Dash.

How to select the correct authentication method

• The API key method is only available if your Atlassian site has been migrated to the new user management experience. Learn how to check if you’re using the new user management experience.
  • Note: If you haven’t been migrated, contact Atlassian Support for more info.
• If your site hasn’t been migrated to Atlassian’s new user management experience, you should use the OAuth method.
  • Note: You’ll need to set the default email visibility in your settings to public to use OAuth. Learn more about configuring your email address privacy. This is a requirement for installed apps (like Dash) to access permissioning data. 

Method 1: API key method

To use this authentication method, create an API key and an Org API key:

• Learn how to create an API key.
• Learn how to create an org API key.
  • Select the following scopes when creating an org API key. Learn more about available scopes.

Add Confluence to Dash 

1. Log in to dash.ai using your admin credentials.
2. Click your avatar (profile picture or initials) in the lower left.
3. Select Admin console.
4. Click Dash in the left sidebar.
5. Click Apps.
6. Click the More apps tab.
7. Click Add to the right of Confluence.
8. Select API Key.
9. Enter the subdomain:
   • The subdomain is the URL of your Confluence site without https:// (for example, exampleteam1.atlassian.net)
10. Enter the API key generated in the section above
11. Enter the email address of the service account you created in the previous section.
12. Enter the org API key generated in the previous section.
13. Click Next.
14. Click Done. 
15. Click the Your apps tab.

 

You should now see Confluence. 

Method 2: OAuth method

Add Confluence to Dash 

1. Log in to dash.ai using your admin credentials.
2. Click your avatar (profile picture or initials) in the lower left.
3. Select Admin console.
4. Click Dash in the left sidebar.
5. Click Apps.
6. Click the More apps tab.
7. Click Add to the right of Confluence.
8. Select OAuth, then click Start.
9. Click Next.
10. Complete the Atlassian login steps with your svc-dropboxdash-confluence service account, then click Accept. 
    • Note: If you require multi-factor authentication (MFA) for accounts in your environment, you may be prompted for additional authentication associated with the service account.
11. Click Done.
12. Click the Your apps tab.