Requesting Data Backup

Requesting Data Backup

Data Backup allows you to maintain a copy of CRM data that may be mandatory in to abide by company's guidelines and regulations. It also helps to have a copy of previous data for reference. 



Availability 
Permission Required
Users with administrative profile can request for data backup. 
Ultimate Edition users can avail four backups without any payment.
Note
  • Data backup for emails with IMAP configuration is currently not supported.
  • The data backup takes few minutes to hours depending on the size of the data that needs to be archived. Smaller the data, lesser time it takes to complete the backup.
  • The backup can be downloaded from  Setup > Data Administration > Data Backup .
  • Backup download link remains active for a maximum of 7 days from the date of backup creation.
  • The backup will be stored in the same DC where the customer has the account.

Choose when to backup

You can choose to download the backup instantly or schedule it to take place at a specific time of your choice. Listed here are the options available for you, to choose when to backup your CRM data. 

  1. Twice a month
  2. Once a month 
  3. Every week
  4. Download immediately

Twice a month

The backup will be made available for you to download, twice in a month alternately, depending on the day of your choice.  For example, if you choose Monday, the backup will be available for downloading on every alternate Monday.


 

Quick tip

  • This type is recommended for the paid edition (except Ultimate) users, as they can efficiently utilize the 2 free backups and will not have to purchase additional backup(s).
  • The Ultimate edition users will use only two free back ups out of the four entitled back ups. They can utilize the remaining two to obtain a backup archive on demand.

Once a month

The backup will be made available for you to download, only once in a month. You can choose the date or day in which the backup is to be ready for downloading.
For example, if data backup is scheduled to take place by date and the chosen date is 15th, then the backup will be ready for downloading on the 15th of every month.

If data backup is scheduled to take place by day and the first Monday is chosen, then the backup will be ready for downloading on the first Monday, every month.

Quick tip

  • For users with the paid edition (except ultimate), of the 2 free backups that you are entitled to use, you will be utilizing only one. You can utilize the other to obtain a backup archive on demand.
  • For users with the Ultimate edition, of the 4 free backups that you are entitled to use, you will be utilizing only one. You can utilize the others to obtain a backup archive on demand.

Every Week

The backup will be downloaded every week. You can choose the day, when the backup should be downloaded.  For example, If you choose Monday, the data backup will take place on every Monday of the month.


  
Note
  • Paid edition users, who select "every week" data backup will be able to purchase the weekly recurring data backup directly from the backup window. They can click the  Make Payment option in the subsequent prompt message and purchase the backup. 


Download Immediately

If you would like to have a data backup on demand, you can choose the download immediately option.



Schedule Data Backup 

To schedule a data backup
  1. Log in to your Zoho CRM with administrative privileges.
  2. Go to  Setup  >  Data Administration  >  Data Backup .
  3. Click the radio button to choose when the backup should take place and click  Done .
    The backup summary will appear.
    It shows the type of backup chosen, status of backup and when the next backup will take place.


Download Data Backup

Once the data backup is ready, the user with administrative privileges can download it. The data and the attachments will be grouped into separate .zip folders.

  1. CRM Data  - The records under each module will be made available.
  2. CRM Attachments  - All the attachments in your CRM Account i.e. attachments of records in the module will be available.

To download data backup

  1. Log in to your Zoho CRM with administrative privileges.
  2. Go to  Setup  >  Data Administration  >  Data Backup .
  3. Click the file under the download section to download it.


Logs 

The chronological sequence of action performed, pertaining to data backup will be listed here. They include: 
  1. Configuration  - Upon scheduling backup, the log will be updated with the configuration chosen by the user. For example, Sophia Isha scheduled a BiWeekly backup.
  2. Backup is ready to download  - When the backup is ready for downloading.
  3. Download initiated  - When the backup is downloaded by the user.
  4. Stopping a scheduled backup
  5. Backup purchase details  - Details of backup add-on purchased will be updated in the log.

      

Data Backup Notification

Administrators who configured backup, gets popup notifications in the following cases:

  • When the backup is scheduled.
      
  • When the backup is being archived.
      
  • When the backup is ready for download.
      
  • When the administrator stops backup.
      

Stop Recurring Backup 

When you have a data backup scheduled, you can choose to cancel it when the need arises.

Note

  • This operation will not stop your recurring subscription payment for weekly backup, to cancel your subscription payment, please visit subscription page.
  • You can't stop a backup when it's currently running or after the backup is ready for downloading.

To stop backup

  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Go to  Setup > Data Administration > Data Backup .
  3. In the Data backup page, click  Stop Backup  from the  backup summary  window.

  4. Click  I understand, Stop backup , in the popup. 
    Click  Cancel  to stop the operation.

Purchase backup 

Users with the free edition of Zoho CRM have to purchase onetime data backup add-on or upgrade to a paid edition of Zoho CRM and utilize the free data backup available. Once that is exhausted, if you would like to backup the CRM data, you can purchase the add-on.
Note that the pricing will be displayed based on your login location.  

To purchase backup from the subscription page (Only for users in free edition)

  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Click your  Profile > Subscription > Manage Subscription.
    You will be redirected to the Zoho store page.
       
  3. In Non-recurring Add-ons, click Buy More.
    The currency will automatically adjust to your login location. See more

  4. Select the  number of backup units you would like to purchase from the drop-down list.  and click Proceed.

  5. Click Proceed to Pay.
  6. Choose one of the payment methods to pay.

      

To purchase from data backup window (Users with free edition)

  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Go to  Setup > Data Administration > Data Backup.
  3. In the Data Backup page, click  Here.
    You will be redirected to the Zoho Store page.

  4. In Non-recurring Add-ons, click 
    Buy More
    .
    The currency will automatically adjust to your login location.
     
    See more
     
    .
  5. Select the number of backup units from the drop down list.
  6. Click Proceed to Pay.
  7. Choose one of the payment methods to pay.

Purchase backup while upgrading Zoho CRM

You can purchase a weekly data backup and onetime data backup add-on at the time of upgrading from your free edition to a paid edition of Zoho CRM (Standard/Professional/Enterprise/Ultimate).


To purchase backup while upgrading
  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Click your  Profile > Manage Subscription > Upgrade Edition.
  3. Choose the edition of Zoho CRM you need and click Upgrade.
  4. Click Proceed to pay and make payment. 
  5. Enable the  weekly data backup checkbox to add that to your subscription.
    You can also choose to purchase  onetime data backup  by selecting the number of units from the drop-down list.


Purchase Onetime data backup add-on (User with paid edition of Zoho CRM)

Once your free data backup has been exhausted, you can purchase backup add-on if you would like to schedule a backup. 

To purchase data backup from the subscription page

  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Click your  Profile > Manage Subscription.
  3. In the Zoho Store page, click Buy More in the Nonrecurring Add-Ons  section.
      
  4. Select the number of one time backup add-on from the drop-down and click  Continue.   
  5. Click  Make Payment  to confirm your order.
    The purchase summary will be displayed.

To purchase from the data backup page

  1. Go to  Setup > Data Administration > Data Backup . 
  2. Choose a repeat type and click Done .
  3. A pop-up appears asking you to purchase data backup add-on.
    This pop-up appears, only if you have exhausted your available data backup add-ons.

  4. Select the number of units and click  Make payment .

Downgrade Add-Ons

To downgrade add-ons

  1. Login to your Zoho CRM account with the Administrator privileges.
  2. Click your  Profile > Manage Subscription.
  3. In the Zoho Store page, click  Downgrade User/Add-Ons.
      
  4. Select the number of units to downgrade and click Proceed. 
      
  5. Click  Confirm .
File Format

The exported CRM data will be in.CSV format, compressed in a single archived (*.ZIP) file. You can open the file in Text Editor or in spreadsheet program.

Listed below are the steps to open the CSV file in Microsoft Excel:

For Microsoft Excel 2007 users:

  1. Open  Microsoft Excel.
  2. On the  Data  tab, select  From Text , from the 'Get External Data' section.
  3. In the  Import Text File  dialog box, select the exported CSV file, and then click  Import.
  4. In the  Text Import  wizard dialog box, specify the following:
    • File type : Choose the file type as  "Delimited".
    • File Origin : Select the file origin as "  Unicode(UTF-8)  ", and then click  Next.
    • Delimiters : Select the delimiter as "  Comma  ", and then click  Finish.

      You will be prompted to select the range of cells.
  5. Select the range of cells and the corresponding CRM data will be imported in the spreadsheet.

For Microsoft Excel 2003   users:

  1. Open  Microsoft Excel .
  2. Click  Data  tab >  Get External Data  >  Import Data .
  3. In the  Select Data Source  dialog-box, select the exported CSV file, and click  Open .
  4. In the  Text Import Wizard  dialog box, specify the following:
    • File type : Choose the file type as  "Delimited".
    • File Origin : Select the file origin as  "Unicode(UTF-8)  ", and then click  Next.
    • Delimiters : Select the delimiter as  "Comma  ", and then click  Finish .
      You will be prompted to select the range of cells.
  5. Select the range of cells and the corresponding CRM data will be imported in the spreadsheet.
Note
  • Zoho CRM does not, in any way, include any kind of harmful information or data into your exported files. However, as a precautionary measure to safeguard yourself from unknown security threats, it is recommended that you look for warnings about executable operations when opening an exported file in MS Excel. Please refrain from updating any commands in the CSV file exported from Zoho CRM.
  • Following items will not be part of data backup:
    • Email - Email content and attachments.
    • Documents. 
    • Any data that is obtained through Integration.


Troubleshooting Tips