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Ultimate CRM Addon Enterprise Control Ultimate CRM Addon ↗
Record backup for SuiteCRM

Back up your CRM data.
Restore exactly what you need.

Individual contacts, selected opportunities or entire modules: back up CRM records directly in SuiteCRM. Guided from selection to download, with a clear preview before every restoration.

Ultimate CRM Addon ↗Explore the process ↓

For administrators · Inside your SuiteCRM instance

A look at the backup processIllustration
Ultimate / Data / Record backup

Your selection. One backup package.

Everything traceable.

✓ Verified
▦Companies 24
◉Contacts 186
↗Opportunities 32
BACKUP
Selection
242 records✓ Integrity verified
↳Records + supported relationships. Clearly documented.

Illustrative sample data, not a real backup.

01 Select precisely
02 Check the backup package
03 Restore deliberately

Complements your infrastructure backup. Not a complete server or system backup; attachments and binary files are not included.

As much as needed. As targeted as possible.

Your data.
Your backup scope.

Keep selected customer data, back up CRM areas regularly or restore earlier records: you decide the scope.

01 / SELECT

From one record to a whole module.

Back up all records in an approved module, a filtered selection or individual entries. You choose which fields to include.

02 / SCHEDULE

Recurring instead of forgotten.

Set up backup schedules and define scope, execution time and retention. Successes and failures remain traceable.

03 / RESTORE

Decide before anything changes.

Check the backup package, review the planned changes and choose which records to restore.

The guided wizard

Four steps.
A clear view of the process.

Try the process with sample data. Select modules, review the scope and see how a backup package is made available.

Create a new backupInteractive illustration
A transparent process.
Your selection is retained as you move between steps.

What would you like to back up?

Select modules in this simplified preview.

In the addon, you can further refine your selection using record filters and fields.

Simulation with fictional quantities. No CRM access, no backup and no data transfer.
CompaniesContactsLeadsOpportunitiesCallsMeetingsTasksNotes without filesCases+ Approved custom modules

Backup and restoration are restricted to administrators and can be enabled separately.

Controlled restoration

No silent
overwriting.

Restoration is a deliberate decision. First see which records are new, existing, changed or cannot be matched.

  • 01 Verify package, origin and integrity
  • 02 Understand changes and conflicts
  • 03 Skip or update selectively
  • 04 Review the outcome in the final report

Only to the SuiteCRM instance the backup came from. Create a current backup before restoring in a production system.

Try the decision

One record. Two options.

Illustrative example: opportunity #EXAMPLE-032

FieldCurrently in CRMIn the backup package
StageNegotiationProposal
PriorityHighNormal

The current CRM state is retained. This record is skipped during restoration.

◇ Preview only. No data is changed. Actual restoration requires explicit confirmation in the addon.
Backup history & administration

Know what is backed up.
And what needs attention.

Schedules, server storage, capacity limits and retention are managed centrally. The last success, last failure and next backup remain clearly distinguishable.

◇ Administration › Data › Record backup
Sample history · select an entry
A verified package is on the server. That does not mean it has been downloaded to your device.

Included in the backup package

A clearly defined selection of your CRM data.

  • Selected records and field values
  • Supported relationships
  • Scope, exclusions and verification results

Back up separately as well

For restoring your entire system.

  • Application code and system configuration
  • Database schema
  • Attachments and binary files
Good to know

Clear answers.
Clear boundaries.

Understand exactly what record backup provides and what additional protection your environment needs.

Is this a complete SuiteCRM backup?

No. It backs up selected CRM records, their field values and supported relationships. Application code, database schema, system configuration, attachments and binary files are excluded. Restoring the entire system also requires an infrastructure backup.

Who can create backups and restore data?

Both functions are restricted to administrators and can be enabled separately. Administrators decide which modules and fields may be backed up.

Where are backups stored?

Scheduled backups are stored on the server. Administrators can download available backup packages. A backup on the same server does not protect against losing that server: download important packages and keep them separately.

Are backup packages encrypted?

No. The packages contain your CRM data in plain text. Keep downloaded files in a protected location.

Can I transfer data to another instance?

No. Restoration is limited to the SuiteCRM instance the backup came from. Partial restorations are explicitly identified as such.

Are S3, Box or other external storage services supported?

No. Backups are stored on the server and can be downloaded.

Ultimate CRM Addon

Record backup
with a clear overview.

Discover how selection, regular backups and controlled restoration fit into your existing SuiteCRM processes.

Ultimate CRM Addon ↗Tailored to your modules
and operating environment.