Fidra / Cloud Connect guide

Sync guide

Set up Cloud Connect on infrastructure you control

Cloud Connect is for teams that want a central Postgres-backed sync layer. Each device still keeps a local working copy for day-to-day use, but updates move through your own database rather than through a shared folder.

Needs

A Postgres database you control, or a Supabase project built on Postgres.

Best fit

Clubs with technical members or existing hosted database infrastructure.

Update style

Live notifications when available, with reconnect and polling fallbacks if not.

Access model

Direct admin access for setup, with member sign-in available through Supabase auth.

Fidra - Dashboard
Fidra dashboard view

Cloud Connect is still the same desktop app. The difference is the shared sync backend rather than a different product tier.

Before you start

What to have ready

Cloud Connect asks more of the organisation up front, but it gives you a more central live-sync shape in return.

Database

A Postgres-backed home

The core requirement is a Postgres database you control. Supabase works because it provides Postgres underneath as well as optional auth and storage services.

Admin connection

A working connection string

The first admin device connects directly with a database connection string. That is the cleanest route for setup, testing, and administrative control.

Member sign-in

Optional Supabase auth details

If you want ordinary members to sign in without direct database credentials, keep the project URL and anon key for the Supabase-backed member path.

Ownership

One first admin and internet access

One person should own the initial connection and first admin account. Devices then need normal network access to talk to the server.

Setup

Prepare, connect, then invite

Cloud Connect is easiest to understand as three jobs: prepare the infrastructure, connect the first admin device, and then add people.

Prepare the server

This is the part that sits outside Fidra itself and defines what the app will connect to.

  1. 1

    Create the Postgres database or Supabase project

    Use infrastructure your organisation already owns or is comfortable maintaining.

  2. 2

    Keep the connection details handy

    You will normally want the database connection string, and optionally the Supabase project URL and anon key.

  3. 3

    Decide how members should connect

    Admins can connect directly to the database; regular members can use authenticated member access if you enable it.

Connect the first admin device

This is where the organisation's Fidra setup becomes a live Cloud Connect workspace.

  1. 1

    Add a Cloud Server in Fidra

    Give the connection a name so people can recognise the organisation or server it belongs to.

  2. 2

    Choose Admin mode and enter the connection string

    Admin mode is the direct-database path and is the right choice for the first device.

  3. 3

    Test the connection and connect

    Fidra checks the connection details before using them for the full sync layer.

  4. 4

    Create the first admin account if prompted

    That account becomes the initial authenticated owner inside the shared workspace.

Add members

Once the first admin is in place, invite members by email from inside Fidra. That keeps day-to-day access separate from raw infrastructure credentials.

  • Regular users can sign in with their own account.
  • Member mode avoids handing out a database connection string to everyone.

Where Supabase fits

Supabase is useful when you want managed Postgres plus built-in auth and storage. Fidra can use it as the organisation's Cloud Connect stack rather than requiring a completely custom backend.

  • Project URL and anon key support the member sign-in path.
  • The underlying shared ledger still lives in Postgres tables.
Connection modes

Two ways to access the same shared backend

The organisation usually needs both: direct admin access for setup and controlled member access for everyday use.

Admin mode

Direct database access

This is the path for server owners, initial setup, and administrative maintenance. It uses the database connection string directly.

  • Best for the first device and technical maintainers.
  • Supports direct connection testing and full server administration.

Member mode

Authenticated user access

This is the path for ordinary committee members when you want per-user sign-in without giving everyone database-level secrets.

  • Best for regular day-to-day use.
  • Works well with Supabase-backed email authentication.
How it works

What Cloud Connect is doing underneath

In plain terms, each device keeps a local working copy while a central Postgres database becomes the shared source of updates.

1

You still work locally

Fidra keeps a local cache on the device so the desktop app remains fast and usable even when the network is not perfect.

2

Changes go to Postgres

Approved local edits are synchronised into the shared database, which becomes the common coordination layer for the team.

3

Other devices are notified

When the hosting setup allows it, Fidra uses Postgres notifications to tell other devices that something changed right away.

4

Reconnects are handled for you

If the network or notification path drops out, Fidra reconnects and falls back to periodic refresh checks until live status is restored.

Real-time when possible, polling when necessary

The intended fast path is live database notification. If the environment does not support that cleanly, the app falls back to checking for changes so the team still converges.

  • Live notifications keep other devices fresh quickly.
  • Fallback polling keeps the system dependable across more hosting setups.

What syncs

Cloud Connect is not limited to the transaction table. It covers the operational data that makes the app useful as a shared ledger.

  • Transactions, planned templates, sheets, activities, attachments, invoices, settings, and audit data.
  • Conflicting critical edits are still surfaced for review rather than silently hidden.

Prefer the no-server route?

If your club would rather avoid managing Postgres at all, the Local Sync guide is the cleaner fit and usually the simpler starting point.