Description
Wasabi Cloud Storage Integration for Perfex CRM
Wasabi Cloud Storage Integration for Perfex CRM seamlessly integrates Wasabi’s high-performance, cost-effective cloud storage with your Perfex CRM system, allowing you to store all your CRM files in the cloud. Wasabi is a hot cloud storage company delivering low-cost, fast, and reliable cloud object storage. With no fees for egress or API requests, Wasabi is 80% cheaper and up to 6x faster than Amazon S3.
Supported File Types
- Project Files: All project attachments and documents
- Customer Documents: Client files and attachments
- Invoice Attachments: Invoice and estimate files
- Support Tickets: Ticket attachments and files
- Expense Receipts: Receipt images and documents
- Lead Attachments: Lead-related files
- Task Files: Task attachments
- Contract Documents: Contract files
- Proposal Attachments: Proposal files
- Discussion Files: Comment attachments
Installation & Usage
- Upload the module ZIP file via Perfex CRM Admin → Setup → Modules
- Activate the Wasabi Cloud Storage Integration module from the modules list
- Navigate to Setup → Wasabi Integration and configure:
- Access Key ID (from your Wasabi account)
- Secret Access Key (encrypted storage for security)
- Region (select from 10+ available regions)
- Bucket Name (your Wasabi bucket)
- Enable/Disable integration
- Click “Save”
- All new file uploads will automatically be stored in Wasabi Cloud Storage
