The File Storage connections allow you to backup your items to the cloud storage providers Dropbox and Google Drive and Microsoft OneDrive (+Sharepoint*). More options are coming soon.
*Moving items between Sharepoint and OneDrive is very easy following these instructions here. Setting up a OneDrive connection through Dext Prepare allows you to utilise both pieces of software.
Creating a File Storage Connection
Go to Connections in the sidebar, then File Storage
2. Click on the file storage software of your choice and then follow the sign-in instructions to give Dext Prepare permissions to access your account.
3. A successful integration notification will appear and the page will display the location of the folder where your backed up items will be sent
To begin uploading your items click the green Backup all button which will begin uploading all your costs and sales items to your cloud storage provider
Auto-backup will upload any new items that have been submitted to Dext Prepare to your cloud storage provider. Simply click the toggle to ON to enable Auto-backup
To identify which items have been successfully backed up, add the Backup column to your Costs or Sales inbox by clicking on the Table settings cog and selecting Backup. A ✅ icon represents a successful backup, a ⏰ icon represents a backup in progress
If the backup fails, and a ❗️circle icon is displayed. Refresh the page, select or filter the failed items and then click the Backup button
To manually backup items from your Costs or Sales archive, simply select the checkboxes for those items and click the Backup button
To Change or Disable a connection to your cloud storage provider. On the main File Storage page click on the Change button and then click Disable
