HubSpot Update: Restore from Data Backup
The Update Algorithm By Sidekick Strategies · Sidekick Strategies
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Show Notes
Product Update Briefing: CRM Restore from Data Backup
Date: October 1, 2024
Product Area: CRM
Feature: Restore from Data Backup
Summary:
This product update introduces a new feature allowing users to restore CRM data to a previous state from an automatically generated backup. This streamlines the data recovery process and eliminates the need for manual data restoration from imported files.
Key Features:
- Seamless Data Restoration: Users can restore updated property values for contacts, companies, deals, tickets, calls, products, and tasks without needing to re-import data files.
- Automated Backups: The system automatically creates backups, enabling quick recovery from catastrophic data events.
- 14-Day Backup Retention: Backups are available for restoration for up to 14 days from their creation date.
- Selective Restoration: The restore tool only overwrites updated or deleted property values, leaving newly created records or properties untouched.
Benefits:
- Time Savings: Eliminates the time-consuming process of manual data restoration.
- Reduced Errors: Provides a more reliable and less error-prone data recovery solution.
- Business Continuity: Enables businesses to quickly recover from data loss and minimize downtime.
Functionality:
Super admins can access the “Restore Data” function within the “Backup” section of the CRM settings. From there, they can choose the desired backup (within the 14-day window) and initiate the restoration process.
Quote:
"Restoring data manually can be an error-prone and time-consuming process. Having a seamless restore experience enables you to quickly recover from catastrophe, without needing to re-import a file."
Availability:
This feature is available to all paid HubSpot users across all tiers.
Further Information:
For detailed instructions and FAQs, please refer to the dedicated Knowledge Base article.