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Sync setup guide 6 min read Updated 2026-07-15

How to Use AWS S3 to Sync an infolio Knowledge Base

Prepare AWS S3 as an infolio custom sync source: bucket, region, endpoint, IAM Access Key, permission boundary, and recovery validation.

Quick answer

AWS S3 fits users who already manage data in AWS and want infolio sync inside the same cloud and permission model. Use a dedicated bucket, stable region, least-privilege credential, and recovery test.

Steps

1

Choose a region and create a dedicated bucket

Choose a region you expect to keep using, then create a dedicated S3 bucket for infolio. S3 objects are addressed by bucket, key, and region-related endpoint information, so region should not change casually later.

  • Choose a region with stable access from your devices.
  • Use a dedicated bucket or dedicated prefix.
  • Do not mix infolio sync data with public website assets.
2

Prepare endpoint and access fields

Record bucket name, region, S3 endpoint, Access Key ID, and Secret Access Key. The S3 endpoint and region should match the bucket location, or sync tools may fail to access the bucket correctly.

  • Save the bucket name and region.
  • Confirm endpoint and region match.
  • Do not use a static website endpoint as a sync API endpoint.
3

Create a separate IAM credential for infolio

Do not use the AWS root account or broad admin credentials. Create a dedicated IAM user or access credential for infolio and restrict permissions to the target bucket and required operations.

  • Document the credential purpose and creation date.
  • Restrict access to the infolio bucket or prefix.
  • Store credentials securely, not in ordinary notes.
4

Configure infolio custom sync

Enter the S3 bucket, region, endpoint, and credentials in infolio custom sync settings. For the first run, use a non-critical knowledge base to confirm upload, download, and recovery behavior.

  • Start with a small sync test.
  • If region errors appear, check the bucket creation region.
  • If permission errors appear, check IAM policy and bucket policy.
5

Build recovery and rotation habits

Long-term S3 sync depends on recovery and credential rotation. Periodically test recovery on a new device and keep a clear process for rotating Access Keys.

  • Confirm another device can recover the knowledge base.
  • Document the Access Key rotation process.
  • Watch S3 storage, requests, and billing anomalies.

Related pages

FAQ

Is AWS S3 right for every infolio user?

No. S3 is better for users who understand buckets, regions, IAM, and billing. If you want the least setup work, official cloud sync is simpler.

Can one S3 bucket sync several apps?

It may be technically possible, but it is not ideal. Use a dedicated bucket or prefix for infolio so permissions, cleanup, and troubleshooting remain clear.