Configuring Data Backup | Zoho Vault

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 encrypted HTML file is sent periodically to the users. Admins can allow all or specific users from their organization to utilize this feature by completing a one-time setup. 


How secure is the data backup? 

The encrypted HTML file you receive can only be accessed using your master-password. Even if someone gets access to these encrypted files, they will be unable to decrypt them without the master password. There are two ways in which you can back up your data:

  • Data backup via email
  • Cloud backup

Configuring data backup to your email

  1. Select Settings from Zoho Vault, then click Data backup from the Admin configurations section
  2. Enable backup, then select whether you would like to receive Daily or Weekly backup copies of your data to your email. 
  3. Enable Include Only User-Owned Passwords, then click Save.



Cloud backup

Allow your users to receive periodic backup copies of their Zoho Vault data to their cloud accounts. 

Pre-requisite:
Users need a valid subscription with the corresponding cloud service for this feature to work.

Configuration steps

  1. Select Settings from Zoho Vault, then click Data Backup from the Admin configurations section
  2. Enable backup, then select the cloud storage service of your choice (Amazon S3, Box, Dropbox, Google Drive, or OneDrive)



  3. Complete the necessary configuration to fill the client ID and client secret from the cloud storage service to their corresponding fields in Zoho Vault.
  4. Click Save



  5. Select to receive backup copies of your data Daily or Weekly to your cloud accounts, then click Save.

Connecting your cloud accounts with Zoho Vault

  1. Select Settings from Zoho Vault, then click Cloud storage from the User configuration section
  2. Select the cloud service of your choice, then click Generate token to link your cloud account with Zoho Vault.



  3. Grant the required permission, then click Save.

Excluding specific users from receiving backup

By default, the encrypted backup file will be sent to all users in your organization. You can exempt specific users from receiving backup copies of their data by following the below steps:

  1. Select Settings from Zoho Vault, then click Data backup from the Admin configurations section.
  2. Select Manage exemptions.
  3. Select which users to exclude from receiving periodic copies of their Zoho Vault data, then click Save.



A word of caution:
1) Once the encrypted file is emailed, admins will not have any control over access to the backup data. Whenever a team member with access to your enterprise data leaves your organization, we highly recommend that you reset your passwords. We also recommend that you prevent users from getting a copy of the passwords shared with them by enabling Back up only the passwords owned from the Data backup page.

2) All fields are encrypted in the Add Password form except for 'Password Name, Description, URL, and Tags'. This is to simplify your in-product search and auto login experience. Please ensure your users refrain from saving sensitive data in these fields to keep your backup copies completely safe.


Need more help? Take a look at some of the commonly asked questions.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Integration with Cloud Storage Services (Data Backup)

                                                                                                                Backup copies of your data from Zoho Vault usually get sent to your email, when enabled. Vault also allows you to organize all your backup copies in one place by sending them to your cloud storage services. In this document, we'll cover the steps for ...
                                                                                                              • 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 ...
                                                                                                              • Why am I receiving backup copies in my email when I have configured cloud backup?

                                                                                                                If your cloud backup configurations are not configured properly, as a fall back method, we send an encrypted copy of your data to your registered email address. When the errors in the cloud backup configurations are addressed, the backup copies will ...
                                                                                                              • How do I recover my passwords from data backup?

                                                                                                                To import passwords from a backup copy: Extract and open the zipped data backup file using your master password. Note: If you have recently reset your master password, remember to enter the old master password used when this backup file was ...
                                                                                                              • Why am I receiving backup copies in my email when I have configured Cloud backup?

                                                                                                                If your cloud backup configurations are not set up properly, we send an encrypted copy of your data as a fallback method to your registered email address. When the errors in the cloud backup configurations are addressed, the backup copies will ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources