Storage accounts
Save record files to Google Drive, OneDrive, Dropbox, or Box; link cloud files to records; and send the daily backup to the cloud.
Files attached to company, opportunity, quote, contract, and support ticket records are stored on the CRM server. A user who connects a storage account can also save these files to their own cloud account, and attach files that already live in the cloud to a record as links.
Supported providers
| Provider | Permission | File location |
|---|---|---|
| Google Drive | drive.file — only files and folders the CRM creates |
CRM/<Company name>/ |
| Microsoft OneDrive | Files.ReadWrite (personal OneDrive or OneDrive for Business) |
CRM/<Company name>/ |
| Dropbox | App folder | Apps/<app>/CRM/<Company name>/ |
| Box | Account | CRM/<Company name>/ |
You can change the folder name per installation (STORAGE_ROOT, default CRM). Files for records that aren't linked to a company go to the CRM/Genel/ ("General") folder.
Connecting
- 1
Choose the account
On the Settings → Storage accounts (Ayarlar → Depolama hesapları) page (or from the provider's card in Apps), select the provider. On the provider's consent screen, sign in with your account and grant access.
- 2
Set options
On the connected account card:
- Also save files I add here (Eklediğim dosyaları buraya da kaydet) — when on, every file you upload to records is also sent to the cloud in the background.
- Daily database backup (Günlük veritabanı yedeği) (admins only) — the nightly backup is compressed and also uploaded to this account.
- 3
Try it
On any record's Files (Dosyalar) card, select Save to cloud (Buluta kaydet) next to a file. The file is created in the cloud folder and shows the provider's icon in the file row.
Each user connects their own account; one user's cloud account isn't accessible to other users. A user can connect more than one provider.
Adding a cloud link
If a file is already in Drive, OneDrive, Dropbox, or Box, don't upload it to the record again — use the Link (Bağlantı) button on the Files (Dosyalar) card to paste its sharing URL (https://…). The link appears in the file list with its provider's icon and opens in the cloud when clicked; the CRM doesn't download the file's contents.
Behavior
- A file saved to the cloud also stays in the CRM; the cloud copy is an additional copy. Deleting the file from the CRM doesn't delete the cloud copy.
- The same file isn't saved twice ("already in the cloud", zaten bulutta).
- If an upload fails (e.g. the permission was revoked), the account card shows the last error; the file stays in the CRM.
- Disconnecting the account doesn't delete files in the cloud.
Self-hosted installations
On Solk-managed installations, the provider apps are already set up. On an installation running on your own server, you must add the provider keys to the .env file: GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET (Drive API enabled, drive.file on the consent screen), MS_CLIENT_ID / MS_CLIENT_SECRET (Graph Files.ReadWrite, User.Read), DROPBOX_APP_KEY / DROPBOX_APP_SECRET, BOX_CLIENT_ID / BOX_CLIENT_SECRET. The redirect URL is the same callback URL used for the email connection.