Data Backup for your CRM

Data Backup for your CRM

Backing up Data in your CRM:

 

ZOHO CRM provides the ability to backup your data either as a one-off request or you have the ability to arrange a weekly, biweekly or monthly backup. In the Paid Editions you have access to 2 data backups each month. For free Editions or for any additional backups requested over and above the initial 2 provided for the Paid Editions will incur a $10 charge per backup

 

 

1.     To request a data backup

a.     Go to Setup > Data Administration > Export > Data Backup

b.     Select Backup starts on Date

c.     Select an option for how often you would like the backup to repeat

                                               i.     None

                                             ii.     Weekly

                                           iii.     Every 2 weeks

                                            iv.     Monthly

d.     Click Submit

 

 

 

2.     If requesting additional data backups or on the free version

a.     Enter your credit card details

b.     Click update


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