Data Backup

Data Backup

A complete backup of your organization’s data can be obtained using  Data Backup . This helps you maintain a personal copy of the organization’s information.  

To take a backup of your data: 

  1. Navigate to your Profile in the upper-right corner of the page and select Organization Setup
  2. Select Data Backup from the left panel. 
  3. Click Export Now. 
  4. Provide your confirmation to protect the file with a password as it may hold PII information
  5. Enter the password. 

A scheduler will be triggered once the data backup request is received, and might take a few minutes to complete.  


 
  • Once the process is accomplished, an email will be sent along with a link to download the exported data as a ZIP file. 
  • This link will expire after 7 days and the exported ZIP file gets deleted. 

    • Related Articles

    • Data Backup

      A reliable backup mechanism is crucial in restoring your data during crises. Zoho Vault allows users to securely back up their data to their email or cloud service (supported: Amazon S3, Box, DropBox, Google Drive, OneDrive, Zoho WorkDrive). Backup ...
    • Configuring Data Backup

      A reliable backup mechanism is crucial in restoring your data during crises. Zoho Vault allows you to securely back up your data to your email or cloud service (including Amazon S3, Box, DropBox, Google Drive, OneDrive, and Zoho WorkDrive). An ...
    • Data Backup

      Keep CRM data safe and always accessible with Data Backup Help guide Requesting Data Backup
    • Data Backup

      This option allows you to back up all the data in your Bigin account, instantly. Once the backup is ready for download, you will receive a pop-up notification and an email. Users with the Express edition of Bigin will have two free backups per ...
    • Requesting Data Backup

      The Data Backup feature allows users with Administrator privileges to take a complete backup of the CRM data. Availability Permission Required Users with administrative profile can request for data backup.  Ultimate Edition users can avail four ...