Configuring application backup | Zoho Creator Help

Configuring application backup

What does this page cover
This page explains how to create, download, restore, and delete backups, as well as how to activate or deactivate scheduled backups and edit or remove them. To learn more about backups before configuring, visit our Understand Backup document.
Availability
  1. Application backup is only available in the paid plans of Creator. 
  2. Application backup can be created and managed by the super admin and admins.

1. Manage backups

1.1 See how to create a backup


1.2 Steps to create a backup

  1. On the left panel of the Zoho Creator Dashboard, click on the Manage menu. Under Operations, select Backup.
  2. Click +New Backup in the top-right corner.

  3. Choose the Application you want to back up.

  4. Set your preferred frequency. Learn more about available frequencies

  5. Select the Components you wish to back up.
    Learn more about components


      6. NotesNote: Files can only be backed up with the "Now" frequency; they will not be included in scheduled backups.
  6. For a scheduled backup, you can select the specific time, date, or day under Start Backup At.

  7. Set the retention period under Delete Backup After for when your backup will be deleted.

      8. NotesNote: You can download the backup during the retention period and store it elsewhere if you need to keep it for a longer duration.
  8. Click Done to complete the process.

1.3 Download, restore, and delete a backup

To view more actions, hover a backup and click the meatball menu (three dots). Next, choose the desired option:

  1. Select Download to get the ZIP file of the application backup.
    Learn more about the structure of the ZIP file.
  2. Select Restore, enter the application name, and click Restore Now to restore your backup.
    Learn more about ensuring smooth operation after restoring an application
  3. Select Delete and confirm the deletion.

2. Scheduled backups

You can schedule backups to create an automated backup system that runs based on your specific requirements. Learn more about Scheduled backups here.

2.1 Activate and deactivate a scheduled backup

  1. Navigate to Scheduled Backups section in Backups.
  2. Toggle the Status between Active and Inactive based on your preference for the backup.

2.2 Edit and delete a scheduled backup

  1. Navigate to Scheduled Backups section in Backups.
  2. Hover over a backup and click the meatball menu (three dots). 
  3. Choose the desired option:

    1. Edit: Make the required changes and click Done.
      2. NotesNote: All fields except the Application are editable.
    2. Delete: Select Delete and confirm the deletion.
Notes
Note: Learn more about Backup logs here.

3. Points to note

  1. Currently, there is no support for Integration field data handling in backup and restore.
  2. In case of scheduled backups, files in your Creator applications will not be backed up.
  3. For applications with environments enabled, only the Production environment can be backed up. Backups for the Development and Staging environments are not available. Learn more about Environment
  4. Portal users will not be included in backups; however, you can manually export portal users if needed. Learn more on how to export portal users
  1. Understanding application backup
  1. Backup application before an update

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What's next
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