Description

Wasabi Cloud Storage Integration for Perfex CRM

Note: This is a cloud storage integration module for Perfex CRM. It is not a standalone script. You must have Perfex CRM installed.

Wasabi Cloud Storage Integration for Perfex CRM

This powerful module 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

1. Upload the module ZIP file via Perfex CRM Admin → Setup → Modules
2. Activate the Wasabi Cloud Storage Integration module from the modules list
3. 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
4. Click “Save”
5. All new file uploads will automatically be stored in Wasabi Cloud Storage

How It Works

1. Admin configures Access Keys, Region, and Bucket Name from settings
2. User uploads any file in Perfex CRM (project, invoice, ticket, etc.)
3. File is automatically uploaded to Wasabi Cloud Storage
4. File URL is stored in database for easy access
5. Files are served directly from Wasabi’s CDN for fast downloads
6. When files are deleted from CRM, they’re automatically removed from Wasabi
7. Daily cleanup process removes any orphaned files
8. Customers can preview images in their portal with lightbox view