SSalesCrew

Backups · 5 min · reviewed 2026-09-06

How do I back up my CRM and export everything?

Your data sits in your own database. Backups run daily on managed instances; you can take one now and export contacts, companies, deals and activities as CSV at any time. Snapshots capture your configuration so a new workspace starts the same way.

What you will need

  • Admin role.

Steps

  1. 1

    Step 1

    Settings → Vault & backups → Backup now for an on-demand backup.

  2. 2

    Step 2

    Export: choose the objects, click Download CSV.

  3. 3

    Step 3

    Snapshots → Export saves pipelines, fields, templates and settings as one file. Apply loads it into another workspace.

Common errors

Backup missing for 24 h
the platform is alerted automatically; contact support if it persists.

How you know it worked

The backups list shows today's entry; the CSV opens with your rows.

Where this goes in SalesCrew

Settings → Vault & backups lists the backup with a time. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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