Zoho Workerly | Request Data Backup

Request Data Backup


The Request Data Backup feature allows users with Administrator privileges to take a complete backup of the Workerly data.

Availability


Profile Permission Required
: Users under the Administrator profile can access this feature.


 
Data Backup Guidelines

  • On successful request, the data backup will take approximately an hour to one day. The data will be uploaded to the Secured Zoho Workerly - File Server and a notification email with the download link will be sent to the Workerly Administrator.
  • The administrator needs to click on the link in the email to download the files. The user must be signed in to the Zoho Workerly account in order to download the data from the link in the email.
  • It is recommended to use the link and download the files within 48 hours.

Request a Data Backup

You can send a one-time backup request or schedule a weekly, biweekly or monthly data backup. Free plan doesn't support data backup while paid edition offers 2 free backups every month.

To request a data backup,

  1. Sign in to your Zoho Workerly account with the Administrator privileges.
  2. Go to Setup > Data Administration > Export > Data Backup.
  3. In the Data Backup page, select the Backup Starts on date.
  4. Select an option from the Repeats drop-down list:
  • None: There will be no subsequent backups scheduled.
  • Weekly: Specify the details to schedule a weekly backup.
  • Every 2 Weeks: Specify the details to schedule data backup every 2 weeks.
  • Monthly: Specify the details to schedule a monthly backup.
  • Click Submit.

Cancel Data Backup Schedule

When you have a data backup scheduled, you can cancel the schedule in just a click.

To cancel data backup schedule,

  1. Sign in to your Zoho Workerly account with the Administrator's privilege.
  2. Go to Setup > Data Administration > Data Backup.
  3. In the Data Backup page, click Stop Next Backup.

File Format:

The exported Workerly 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 Workerly data will be imported in the spreadsheet.

For Microsoft Excel 2003users:

  1. Open Microsoft Excel.
  2. Click the Data tab and select the option Import External Data.
  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 Workerly data will be imported in the spreadsheet.

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