Skip to main content
Process an Instant Data Backup

Initiate an instant data backup of client details.

Updated over a week ago

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.

πŸ’‘ 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.

πŸ’‘ 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.

See similar articles regarding running an Instant data backup:

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!

Did this answer your question?