Scheduled backup: external storage and email delivery
Beyond downloading your CRM data backup in the app, you can now deliver it to external storage (the system or your own account) or receive a secure link by email. Set a retention to auto-rotate old files.
In Settings → Scheduled exports, each backup schedule (daily, weekly or monthly) has a Destination that controls how the generated package is delivered.
- Download in app: the file is kept in the system and you download it whenever you want from the generated exports list (default).
- External storage: the package is uploaded to an object storage. No app download size limit.
- Send by email: besides keeping the file, the system emails a secure link (time-limited) to the address you set.
External storage: system or your own account
With the External storage destination you choose where the file lives. "System" uses the platform's secure storage. "Your account" sends the backup to your own object storage (S3, Google Cloud Storage, Azure or any compatible destination).
- To use your account, go to Settings → Integrations → Storage (object storage) and connect the destination (the upload endpoint and the write credential).
- The credential is kept encrypted in a vault and never appears on screen or in logs.
- Back in Scheduled exports, choose External storage → Your account.
Include attached files (generates a .zip)
By default the backup carries only the records (CSV or JSON). Tick "Include attached files" to also carry the files attached to your records. In that case the backup is no longer a loose CSV/JSON: it becomes a .zip with the data file at the root and an anexos/ folder with the binaries, plus a manifest (anexos/manifest.json) that maps each file to its source record and original name.
There is a size cap (packaging happens in memory): around 500 MB of attachments per backup. If the volume goes over the cap, the backup does NOT stall: the most recent attachments that fit are included and the rest are listed in the manifest inside the .zip with the reason (nothing is dropped silently). For very large datasets, deliver to external storage (your own account), which has no app download limit.
Retention (auto-rotation)
In the Retention field, set how many runs to keep per schedule. When a new backup is generated, older ones beyond that number are removed automatically. Leave it blank to keep them all.
In the generated exports list, each run shows its origin (in app or external storage) and a Download button. For storage files the button opens a secure, temporary link; for in-app files it downloads directly.
Corporate groups: backup per company
When multi-company is on, a Company selector appears next to the Run now button. Pick "All companies" for a consolidated group backup, or a specific company to export only its data. The backup honors the exact same per-company visibility as the CRM lists.