Conducting an instant backup of your clients is easy and best of all, free.

Your data is exported in a CSV (comma-separated values) file format which can easily be opened with a spreadsheet program such as Microsoft Excel.

💡 Only users with Supervisor level access can run data backups

Please follow the below steps to run an Instant Data Backup:

​1. From the Client list, click Instant Backup in the top right, then click Okay, which will proceed to generate the data backup.
​2. Once you've received your email, go to Setup, then Settings, under Administration click Data Backup, from here you should see the entry listed and available to download.
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💡 The download button will appear 12 to 24 hours after you have requested the data backup - NOTE: As shown in the above image, the backup file is only available for download for 24 hours after being generated.