How to Create Backup

You can create backups using the Backup Wizard. It guides you through four steps: connection, objects, schedule, and name.

To create a backup, perform the following steps:

  1. Click + Create New in the top menu and select Backup.

  2. Select a connection or click Add new to create one. Click Continue.

    Set up connection step

  3. Select objects you want to back up.

    Select objects step

    To customize which fields should be backed up, click Edit next to the required object. See Editing Backup and Filter Settings for details.

    Backup object editor

    Click Continue.

  4. Select Yes to run the backup automatically, then configure the schedule settings.

    Schedule step

    Backups use the same schedule settings as integrations. For details, see Scheduling Integrations for Automatic Execution.

    Scheduled backup is available for paid subscriptions only.

  5. Enter the backup name and click Save and finish.

    Set name step

Now you can open your backup and click Backup now. To track its progress, see how to monitor Backup activity.