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 administrative ...
                                                                                                  • FAQs: Data Migration

                                                                                                    What is Data Migration wizard in Zoho CRM? The data migration wizard in Zoho CRM ensures that your data is migrated correctly and helps you reduce much of the manual work. It automatically maps import files to CRM modules and matches data columns to ...
                                                                                                  • Data Privacy

                                                                                                    HIPAA Compliance The Android version of the Zoho CRM is HIPAA compliant. HIPAA, the Health Insurance Portability and Accountability Act, is a law that makes specific requirements for protecting sensitive health information from being disclosed ...
                                                                                                  • 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 ...
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