Cloudinary Setup
Cloudinary powers document uploads in ClientFlo — invoices, contracts, project files, and client documents. The free tier includes 25 GB of storage and 25 GB of bandwidth.
Step-by-Step Guide
Follow this walkthrough to create an account and configure your API settings:
Configuration Values
After setup, collect these values:
| Variable | Source |
|---|---|
NEXT_PUBLIC_CLOUDINARY_CLOUD_NAME | Account Details → Cloud Name |
CLOUDINARY_CLOUD_NAME | Same as above |
CLOUDINARY_API_KEY | Account Details → API Key |
CLOUDINARY_API_SECRET | Account Details → API Secret |
CLOUDINARY_UPLOAD_PRESET | Settings → Upload → Upload presets (optional) |
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Upload preset: Creating an unsigned upload preset allows the browser to upload files directly to Cloudinary without exposing your API Secret.
Next, configure Resend for transactional email.