Connect Dext to one of the following cloud storage providers and backup all your Costs and Sales documents automatically or on demand.
Providers include Dropbox, Google Drive, Microsoft OneDrive (+Sharepoint*) and Everial.
* Moving items between Sharepoint and OneDrive is very easy following these instructions here. Setting up a OneDrive connection through Dext allows you to utilise both pieces of software.
Creating a Back up Connection
- Go to Business Settings, then Connections. Go to ‘Back up’ and click Connect.
- Click on the file storage software of your choice and click Connect. Then follow the sign-in instructions to give Dext permission to access your account.
- When complete, your connected storage software will then be listed.
- 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 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 from the Tools list.
- To change or disable a connection to your cloud storage provider, on the main ‘Back up’ page, click on the Manage button and then either Change or Disconnect.
