Installation instructions for the Bitrix24 Backup app

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Installation instructions for the Backup app for Bitrix24

Backup app features

[You can add information about purchasing the licence key or a payment link here]
BackUp app features

[Here you can describe the app’s main features, for example: creating backups, scheduling backups, restoring data]

Installation:

Note: Install the app from the Bitrix24 Market (COMING SOON!).
Access the app interface (you’ll find it in the “Apps” → “Installed” section).

Click on the Settings tab.

Enter your licence key. If you do not have one, you can purchase it from the shop or activate the trial version.

Specify which portal users should receive backup notifications by email and within the portal itself.

Note: By default, only users with Administrator permissions can configure these settings.

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

Next, configure automatic backups.

On the ‘General’ tab, select the frequency for creating the backup file: daily, weekly or monthly.
Specify the Bitrix24 elements whose data you wish to include in the backup: Leads, Deals, Contacts, Companies, Tasks and Smart Processes (SPA) (you can select multiple elements).
Choose your preferred notification method: Bitrix24 Chat / System Notifications or Email.
If you select email, notifications will be sent to the inboxes of the users selected in the settings.
Specify how many copies the system should keep (Number of stored copies; older copies will be deleted and replaced by the most recent ones).

Important: The files are saved in .CSV format directly to your Bitrix24.Drive, allowing you to easily import them back into the CRM.

Click the Save button. That’s it!

If you wish to perform a backup right now to save the current state of the system to a file, you can do so by clicking the “Create now” button.