Dext lets you back up your Costs and Sales documents to a cloud storage provider automatically or on demand. Supported providers are Dropbox, Google Drive, Microsoft OneDrive, and Everial Digital Expert.
Note: OneDrive and SharePoint work together - setting up a OneDrive connection in Dext gives you access to both. See Move files and folders between OneDrive and SharePoint for more information.
How to set up a backup connection
Important: Only Admin users can access the Back up section in Business settings. Accountants and bookkeepers accessing a client account have Admin access by default.
Go to Business settings > Connections > Back up and select Connect.
Select your preferred storage provider and select Connect.
Follow the sign-in instructions to give Dext permission to access your account.
Once connected, your storage provider appears in the Back up section.
Backing up your documents
Back up all documents at once
Select Backup all to upload all your Costs and Sales documents to your cloud storage provider immediately.
Enable automatic backup
Turn on Autobackup to automatically back up any new documents submitted to Dext going forward.
Back up individual documents
To back up specific documents from your Costs or Sales inbox, select the checkboxes next to the relevant items, select Tools, then select Backup.
To back up documents from your Costs or Sales Archive, select the checkboxes next to the relevant items and select Backup.
Checking backup status
To see the backup status of your documents, add the Backup column to your Costs or Sales inbox or Archive. Select the Table settings icon in the top right corner, select Backup under Additional columns, and select Apply.
Tip: See Managing column settings and table density in your Inbox and Archive for more details.
Once the column is visible:
✅ - backed up successfully
⏰ - backup in progress
❗- backup failed. Refresh the page, select the failed items, and select Backup to retry.
Changing or removing your backup connection
To change or disconnect your storage provider, go to Business settings > Connections > Back up, select Manage, then select Change or Disconnect.