Data Backup

Data Backup

Keep CRM data safe and always accessible with Data Backup




Help guide


  1. Requesting Data Backup

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                                                                                    • Related Articles

                                                                                    • Troubleshooting Data Backup

                                                                                      1. My scheduled data backup is not ready for download in CRM. What should I do? The screenshot below is the default data backup screen in Zoho CRM and will appear when there is no data backup schedules. The screenshot below shows what the page will ...
                                                                                    • 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 ...
                                                                                    • Exporting CRM Data

                                                                                      Zoho CRM provides two options to export your CRM data: Export data (modules and reports)  Request CRM data backup  Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the ...
                                                                                    • Setting Data Encryption

                                                                                      Data encryption is a way to safeguard personal or sensitive information like credit card details, backup phone numbers, personal identification numbers etc. that are stored in your CRM database. It prevents the data from being stolen or lost by ...
                                                                                    • Manage your Data

                                                                                      There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
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