Conducting a data backup of your coreplus account is easy and best of all, free. Select the specific data type that you want to backup or do it all. 

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

💡 Only users with Supervisor level access can run data backups 


Please follow the below steps to run a data backup on a Mac:


1. From the Dashboard, click Setup > Settings > Data Backup
2. Select Run New Backup, enter in a mobile number that will receive the data backup password, select which forms of information you'd like to be included in your data backup, then click Save Backup.
3. Once the data backup process commences, the status should be marked as Awaiting Execution
4. After the backup has been executed, the status will then change to In Progress
5. Once the backup has completed, click Download


💡 While the data backup is in the status of Awaiting Execution, you will have the option to edit what forms of information you'd like to be included in the data backup


5. Once the data backup has finished downloading, locate the file and open it up

6. Type in the password that is stated in the SMS we sent you and click OK
7. Your data backup will then start extracting, once this is complete you will then be able to access your data!

💡 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.

💡 If you're unable to locate your data backup file, a good place to look would be within the downloads folder on your Mac

💡 For the Personal/Shared/Client Files folders, you may need to install a third party software such as The Unarchiver or iZip in order to extract the files


See similar articles regarding running a data backup on a Mac:

📝Upload files to your client's file

📝Personal Files user interface and functionality!

📝Lock or unlock files

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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