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Module · AgenticUltimate

More room for your CRM.
Your files remain accessible.

Offload files and attachments to S3-compatible storage, free up the CRM and control access in SuiteCRM 8.

SuiteOffloadThe workflow at a glance
  1. 01File on the CRM record
  2. 02Permissions & file register
  3. 03Private object storage
  4. 04Protected file access

Schematic illustration · Part of the CRM process

✓ Private storage destinations✓ CRM permission checks✓ Integrity verification✓ Controlled restoration

Growing file collections need a plan.

Separate application hosting and file storage without introducing another workspace for employees.

01

Reduce web-server storage

Transfer suitable files to object storage and release local copies after verification.

02

Plan backups deliberately

A smaller local file collection can reduce backup and restore times. External files still need their own backup strategy.

03

Keep working as usual

Upload, open and view files on the record. Storage providers and technical paths remain in administration.

Control at every storage boundary.

SuiteOffload connects the CRM file register to protected storage access.

01

Private storage

Private buckets and server-side CRM permission checks control access. Setup also checks that anonymous requests are rejected.

02

Verified transfers

File sizes and SHA-256 checksums support integrity verification. A successful transfer alone does not authorise deletion of the local copy.

03

Deletion holds & restoration

Business modules can protect files. Local cleanup requires verified conditions and a successful restore test.

Storage that fits your infrastructure.

Adapters connect S3-compatible destinations. Endpoints, permissions and supported operations are checked before activation.

Storage destinationTypical use
Hetzner Object StorageObject storage with an appropriate region
Amazon S3Existing AWS infrastructure
DigitalOcean SpacesManaged S3-compatible storage
MinIO / private S3 environmentSelf-managed infrastructure
Other S3 providersAfter a successful compatibility review

Guided setup. Deliberate activation.

Administration → Files & storage brings setup together.

  1. Choose storage

    Configure the profile, endpoint, region and private bucket.

  2. Secure access

    Protect the access key and secret; grant only the permissions needed.

  3. Define file rules

    Select file classes and modules. Local copies are initially retained.

  4. Test protection and retrieval

    Write a test object, read it back, verify the contents, check anonymous access and remove test data.

  5. Enable new files

    Start after a successful test. Inventory existing files separately and transfer them in batches.

From inventory to restoration.

Each step remains verifiable and is tracked as a background job.

01

Inventory & pilot

Record file counts, sizes and types. Transfer a small pilot set before processing the full collection.

02

Free local storage

Clean up only after verifying the remote copy, accounting for holds, observing the waiting period and passing a restore test.

03

Restore files

Before switching providers or deactivating the module, copy external files back and verify them. Sufficient local storage and access to the destination are prerequisites.

Compare storage costs realistically.

A sound calculation considers more than the price per gigabyte.

01

Local operations

Account for file storage, backup volume and recovery effort.

02

Object storage

Include capacity, minimum charges, requests, data transfer and additional backups.

03

A shared platform

Signature evidence and invoices use the file register. The Health Center monitors storage connections and the local buffer.

Frequently asked questions

Good to know about SuiteOffload.

What happens during a storage outage?

New files can wait in the local buffer for transfer while sufficient space is available. Files stored only externally may be temporarily unavailable during an outage.

Does the employee workflow change?

File access stays on the CRM record. Supported file classes and previews are checked during setup.

Can the module simply be switched off?

Files that exist only externally must be restored and verified before deactivation. A safeguard is intended to prevent premature removal.

Does object storage replace a backup?

No. Retention, backup and recovery must be planned separately for external files.

Help & documentation

SuiteOffload documentation

S3 connectivity and file offloading — in the QOON Knowledge Base.

See SuiteOffload
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