How to Choose a Local-First Sync Strategy for infolio
Choose a custom infolio sync source such as iCloud, OSS, AWS S3, or Cloudflare R2 based on the devices and storage you use.
Quick answer
Start with the devices and storage you use. iCloud fits Apple devices. For cross-platform use, choose storage your devices all support.
Steps
Identify the devices that need sync
List the devices you will actually use: phone for capture, desktop for organization, tablet for reading, or just one computer. More devices increase the need for reliable sync and recovery.
- List primary and backup devices.
- Separate read-only devices from editing devices.
- Confirm whether you need cross-platform use.
Decide whether you want to maintain cloud resources
Sign in and add a source in Settings → Sync Settings. Saving checks the connection. Enabling custom sync requires Premium.
- Use iCloud if your devices are all Apple devices and you have iCloud Drive enabled.
- Consider custom sync if you already know object storage.
- Store credentials safely instead of scattering them in ordinary notes.
Pick a sync source that matches your ecosystem
Apple users can evaluate iCloud. Users with domestic cloud accounts can consider OSS, COS, or TOS. Developers and international-cloud users can evaluate S3, Cloudflare R2, Google Cloud Storage, or Azure Blob.
- Prefer a cloud provider you already trust and expect to keep using.
- Use a dedicated bucket or directory for infolio.
- Avoid reusing high-permission root credentials.
Put sensitive records in vaults before syncing
The sync source should move data, not become plaintext private-record storage. Passwords, IDs, API keys, and private documents should go into infolio encrypted vaults before sync.
- Move sensitive records out of ordinary documents.
- Confirm device authentication is available.
- Do not keep sync credentials in ordinary pages.
Verify recovery on another device
Sync matters because recovery matters. After configuration, use another device to sign in and recover the knowledge base. Confirm documents, workspaces, whiteboards, and vaults behave as expected.
- Record the sync source type and credential location.
- Confirm that a new device can recover core data.
- Check sync errors and storage usage periodically.
Related pages
FAQ
Can I sync without understanding object storage?
Use iCloud on compatible Apple devices. Enabling custom sync requires Premium.
Is a custom sync source automatically safer?
No. It gives more control, but safety still depends on credentials, permissions, devices, and backups. Sensitive content should still live in encrypted vaults.