Installation guide for the Backup app for Bitrix24

Backup app features

Installation:
Install the app from Bitrix24 Market (COMING SOON!).

1. Go to the app interface (you’ll find it in the ‘Apps’ -> ‘Installed’ section).
2. Please click the ‘Settings’ tab.
3. Enter your licence key. If you do not have one, you can purchase it from the shop or activate the trial version.
4. Specify which portal users should receive backup notifications by email and on the portal.

Note: By default, only users with administrator rights can configure these settings.

This is a description of the basic settings for general functions.

Next, configure automatic backups.

1. In the ‘Main’ tab, select the frequency at which the backup file is to be created – daily, weekly or monthly
2. Please specify the items in Bitrix24 whose data you wish to include in the backup – leads, deals, contacts, companies, tasks and Smart Process Automation (SPA) (you may select several items).
3. Please select your preferred notification method: Bitrix24 chat / system notifications or email.

If you select the email option, notifications will be sent to the email addresses of the users specified in the settings.

4. Please specify how many copies the system should retain (Number of copies to retain – older ones will be deleted and replaced by newer ones)

Important: Files are saved in .CSV format directly to your Bitrix24 drive, which allows them to be easily imported back into the CRM system.

Please click the ‘Save’ button. Done!

If you wish to create a backup now by saving the current state of the system to a file, you can do so by clicking the ‘Create now’ button