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Backing up data or exporting reports to external storage is straightforward with Upmind’s Amazon S3 integration.

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Enabling Amazon S3 export

  1. Log in to the Upmind Admin Panel.
  2. Navigate to Settings > Accounting under Miscellaneous.
Settings > Miscellaneous > Accounting

Settings > Miscellaneous > Accounting

  1. Enable External Storage Provider and Schedule Report Generation.
Enable settings

Enable settings

  1. Provide your Amazon S3 credentials:
  • Storage Access Key ID
  • Storage Secret Access Token
  • Default Region
  • Bucket Name
  • Storage Hostname (Optional - S3 API endpoint)
  1. Schedule report exports by choosing frequency (daily, weekly) and selecting reports to include.
  2. Save changes.
Upmind will automatically upload the specified reports to your Amazon S3 bucket according to your schedule.