CRM Backup to CSV or Excel: Find Out Why It’s Important

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CRM Backup to CSV or Excel: Find Out Why It’s Important
by Anastasiia Dyshkant


CRM backup to CSV or excel is critical. When a data loss happens, businesses report losing a tremendous amount of information, and recovery can cost millions.

Implementing CRM backup to CSV or Excel files is one of the easiest ways to secure customer records. Nonetheless, many business owners incorrectly assume that SaaS systems do not need backups or automatically build them, while others struggle to set up the correct backups for on-premise solutions.

So, let’s look at the importance of setting up the CRM backups, find out how to avoid penalties, and satisfy customers’ requirements.



Why Do You Need Data Protection for CRM?


crm backup


In the SaaS environment, the vital factors which cause data loss are not very different from those in the on-premise industry. Many businesses claim that they are entirely free of responsibility because they have passed the details on to SaaS providers.


It is not entirely true, as data security is shared responsibility even for cloud-using organizations. While the service provider is responsible for protecting against data corruption or degradation due to technology or operational malfunction, data security resulting from the company’s use of the application rests with the user.


There is a wide range of robust CRM systems in the market which offer effortless security against infrastructure and organizational failures. Yet no device in the world is flawless, and due to the numerous instances, customers will lose data.



CRM Backup to CSV: Reasons You Need a Backup Solution


crm backup


  • Deleted data by accident

Accidentally deleting data is one of the most common causes of data loss and corruption. You can inadvertently delete the details without knowing it is too late to recover.


  • Data load and sync problems

Uploading or synchronizing vast volumes of data through your CRM platform is also a must. The uploads will cause problems that make the data persistent, leading to data loss.


  • Highly customizable solutions

A variety of platforms get a wide range of configuration options, which means many scopes for custom application execution by administrators. Without checking the code, a rogue application could create an unexpected data corruption situation.


  • Insider pitfalls

A dissatisfied insider could do a mass deletion of information that could not be detected by the client until the data can not recover.


  • Unplanned sandbox refresh

Sometimes the refresh of the sandbox may occur, which results in loss of data. Since sandboxes are for test/dev purposes, these unexpected updates result in info corruption and months of missed work hours.


In addition to recovering from the information loss or corruption, CRM backup to CSV, Excel, or cloud could work in various ways. Since Salesforce is a leading platform on the CRM market, let’s take the solution for an example and discover how the backup can exist for other purposes.



CRM Backup to CSV: Benefits of a Backup Solution


crm backup


  • Comply with regulations

Some regulations require the security and preservation of organizational knowledge for a stipulated period. Failure to comply with administrative, legislative requirements can attract legal complications.


  • Archive data to reduce the volume

Since the Salesforce system restricts the use of storage depending on the number of user licenses, administrators need to remove old records to create new products if the business is limited to a room. It is difficult to determine what information should discard and what should not be affected in the absence of CRM backup to CSV, Excel, or cloud.


  • Replicate to the database

Salesforce has certain limits on the number of reports running in the company for a given period. Companies often tend to transfer information to an alternate database to get an opportunity to run more reports. Backed-up data may restore to the on-premise servers for data warehouse and business intelligence.


  • Obtain various point-in-time data copies

Getting numerous knowledge checkpoints allows both manufacturing and sandbox roles to equate them with the anomaly and have a fallback plan.

As you can see, in your business plan, a need for data security with CRM is essential. It emphasizes the fact that backup of CRM information is not an option but a business necessity.




CRM Backup to CSV, Excel or Cloud


After you have applied the customer details to the CRM application, we recommend arranging the backup plan not to miss the essential documents and the time spent accessing it. Consider carrying out the following recommendations about your CRM backup plan.



CRM Backup to CSV: Activities to Prepare For




  • Multiple backup locations


Keep your CRM backups in different places, and spread across the country or the globe. If the natural disaster happens in one place, in another, your backups would be safe and stable.

With this setup, it may take longer to make all your backups or get your systems up and running when you need to restore a remote backup, but you will be thankful to have access to your data.


  • Test your backups


Try to create a regular testing schedule for your backups to confirm that the backups are safe, the correct information contains the backup, and the restore capabilities are working correctly. In this case, you will ensure the quality of your backup. Still, you will also improve your backup experience running the reserves that will simplify going through the process during the stressful situation.


  • Schedule the backups 

Have you ever thought about setting up the CRM backup to CSV, Excel, or cloud and then forgetting to create another one for about a year? The problem with that is when you need a backup, you may find out that the only one you’ve got is outdated. Some CRM platforms offer the option of running automated backups to prevent these problems. You can be confident you have a fresh backup in this case.




To Sum Up


It is evident that no one wants to deal with CRM data loss or corruption, but obtaining a solid backup plan makes it a bump in the road instead of a disaster.


So, please don’t wait until it’s too late, use the information mentioned above and run your CRM backup to CSV, Excel, or cloud today.


Note, in case you want to import your CRM, take advantage of Trujay’s automated migration service, and transfer the records to the desired solution hassle-free and save. Try a free sample right now!


Let’s say you try out our self-service tool and decide you’re interested, but the mapping causes confusion, or maybe the special formatting throws you off. After you complete a sample migration and you’re not satisfied with the results, we have something called the Guided Self-Service Migration. 


Contact us! We’re ready to work with you.