Your CRM data is backed up automatically so a mistake or a problem never means starting over.
Automatic daily backups
Once a day a complete backup of your contacts, deals, tasks, properties, projects, files and settings is saved. The most recent fourteen copies are kept and older ones are removed automatically. Backups are stored privately, away from your public website.
Back up on demand
- Sign in as an admin and open Settings.
- Find the Backups card. It shows the time of the last backup and the available copies.
- Choose Back up now before a big change such as a large import or a bulk edit.
Download a copy
Choose Download beside any backup to save it to your computer. Keep an occasional copy somewhere separate, for example once a month.
Keep downloads private. A backup contains all of your client data, so store it somewhere secure.
Restore from a backup
Restoring replaces the data in your database with the contents of the backup, so only do it when you need to go back in time.
- Download the backup you want. It is a compressed SQL file ending in
.sql.gz. - Open your hosting control panel and open phpMyAdmin for your CRM database.
- Choose Import, select the backup file and run the import.
- Sign in again and check your records.
Not sure? Take a fresh backup first, then restore. That way you can always return to where you started.