Not planned

How do I backup and restore the database?

I would like to back up our data periodically and be able to restore the data should it become necessary.

42

Comments

92 comments
  • Hi Chris,

    There are two ways to export data from Insightly. You can choose a zipped XML file archive of your records or you can export basic records to a CSV file. Just remember that XML files can't be imported back into Insightly.

    You can find the XML option by clicking your profile icon and selecting: System Settings >> Data Export.

    For CSV, you'll need to first have export permissions. Click your profile icon and choose: System Settings >> Users and checking the Data Export box if it isn't checked already. 

    You can find step-by-step instructions in these articles. Hope this helps!

    Exporting data from Insightly to an XML file 

    Exporting data from Insightly to a CSV file

     

     

     

    1
    Comment actions Permalink
  • Thanks Brenda. How do other Insightly users deal with this limitation? I'm unsure of how to protect against a corrupt database or data loss from some unexpected issue. Is there any way to ensure that we can recover all of our data? I see mention of automatic backups by Insightly, but I can't find anything about using those backups to rebuild our database if necessary.

    0
    Comment actions Permalink
  • I have just started  testing Insightly and I can say that other main CRM programs all have built in backup options that can be automated or at least activated with a one button click.

    For any serious use of Insightly a proper backup procedure should be a built in option

    0
    Comment actions Permalink
  • Hi Chris, 

    Your Insightly data is secure but I completely understand your concerns so I talked with our Content Manager to see what other customers may be doing to backup their data. He said most are using the export function to back up records on a scheduled basis - e.g. every week/month. He added that if you're technically savvy or have a developer on hand, you could setup an API to automatically export your data for backup purposes. Here's the  Getting Started with the Insightly Web API article to learn more. Thanks!

    0
    Comment actions Permalink
  • Hi Breda,

     

    I asked this same question a while ago and I think this needs a serious update. The .CVS export you are referring to does not export a lot of tailored field info and links you make between tables. It is honestly useless to restore your CRM with if you build it up with saved emails, work with attachments and other custom relations.  I would recommend the option making like a complete scheduled turnback point like Windows had to restore your PC backl to a certain moment or just periodic save the whole dbase. As Insightly becomes more and more a key point in our organisation the current backup options worries me a lot and I hope this will take a high prio. Consider this relevance also with the fact that with 2-3 clicks a user can actually delete all records!

    3
    Comment actions Permalink
  • Hi martijn,

    You make some valid points. Would you mind posting your request to Product Feedback so our community can vote and comment? Thanks! 

    0
    Comment actions Permalink
  • +1 This seriously needs addressing as a matter of urgency. XML and CSV export are NOT a substitute for a proper global back up option.

    As others have said, XML and CSV do not backup our custom fields (of which, we have many) and links beween contacts and organisations. Not to mention the current state of each entity. (How far through pipeline is a project etc)

    I need to make a large change to the way in which we use pipelines and I wanted to make a full backup before proceeding just in case anything goes wrong. I cannot carry out this full back up.

    Please tell me how Insightly intends to deal with this, especially since you claim in your sales information that all data is automatically backup. Please tell me how I go about either doing a full or partial restore of this automatic backup that you've done.

    Regards

    Adam

    8
    Comment actions Permalink
  • I fully agree with Adam's response above. It is essential that Insightly includes the ability to make a full backup and restore as an option. The loss of data in the event of a crash or other cause, can be devastating to an organization. 

    2
    Comment actions Permalink
  • @ Nora D.

    Thank you for your response. I'm very pleased to hear that this feature is on your roadmap. Can you at least give me some kind of rough idea of when this feature might be available. If its more than a few months away, I might have to consider switching CRM's.

    Apology accepted about the confusion about the "Automatic Backup". Of course your apology acknowledges that this information isn't worded very clearly at all. I trust you will be updating this information on your website to be clearer and more transparent for your customers.

    I will post about this feature in your product feedback section, thank you.

    1
    Comment actions Permalink
  • @ Nora D.

    Awesome news, thanks for the reply. I didn't ask for an exact date, I asked for a rough idea of when it will be released. You've indicated from your response that this shouldn't be more than the next quarter away. So worst case its no more than 3-4 month away, given that we are in the last month of Q2.

    Thank you for the information about updating the wording about automatic backups.

    Your customers are here making suggestions and giving feedback to make Insightly better and not because we like complaining.

    On the whole, Insightly is an awesome CRM and we all would just like to help you make it even better. :)

    2
    Comment actions Permalink
  • We'll be updating the language on our website to make it clearer that the automatic backup is our server backup.  Thanks.

    Loretta

    Insightly VP of Marketing

    0
    Comment actions Permalink
  • Hello,

    Any news about releasing of a proper global back up option?

    I agree that the issue is a seriously a matter of urgency!

    Thank you.

    Marina 

    1
    Comment actions Permalink
  • Our organization would like this option, too. I went to the Product Feedback section to vote on this and could not find anything to vote on related to "backup" or "restore." Please let me know how to register my interest in this feature.  Maybe one of the Insightly support folks could set up the mechanism for voting. and let us all know how to vote on this feature.

    2
    Comment actions Permalink
  • Hi karen - Great to have you here! Thanks for asking about voting! There's a voting mechanism to the left of each post and comment here in the community. This post currently has two (2) votes. :)To vote up feature improvements that are important to you, just click the up carrot and your vote will be registered. One vote per person per post. ;)

    Thanks so much!

     

    1
    Comment actions Permalink
  • Yes, this is critical.  Please implement it ASAP.  Thx!

    2
    Comment actions Permalink
  • It's mandatory for a tool like this to offer the ability to backup all your database. There's critical information there that is out of what Insightly allows you to save right now.

    We need you to assign high priority to this.

    Thanks!

    2
    Comment actions Permalink
  • There is much about Insightly which is really great but the lack of ability to do a full back up is a major shortcoming. I  agree with everyone that implementing this should be a top priority.

    1
    Comment actions Permalink
  • Actually, I stopped adding new users to our Insightly who just started at our company as the risks that someone can actually destroy the complete dbase of insightly with 3 clicks without a complete good recover option are at this moment to high.  It is unbelievable that such a strong growing CRM can not make a complete copy with all the connections and attached files in it. If I could not recover our CRM at this moment it would ruin the basic of our organization including for tons of hours work-money. If I knew this when we started I would not have added all this information to Insightly . worked with another CRM. I hear for 6 months now this has prio but no actions are made. I also don’t think that many Insightly administators understand the risc at this moment because if they do Insightly would make this top prio!

    3
    Comment actions Permalink
  • Hi Everyone, thank you for the feedback you've provided us! It's incredibly helpful!

    0
    Comment actions Permalink
  • Hi Jessica,

    Could you provide an estimation about how long will it take for Insightly team to develop the full backup functionality?

    We need to take decissions based on the answer to this question. We're planning new CRM integrations and the backup is something mandatory, we need to know if Insightly is an option. 

    Thanks!

    1
    Comment actions Permalink
  • @Ferran - To be totally honest with you, we don't have anything in our pipeline that will be available anytime in the near future. I totally understand if that affects your decision. And I would hope that our export options will be enough to meet your needs but I understand if we don't meet your needs fully. 

    0
    Comment actions Permalink
  • @Adam

    Unfortunately, we do not have a set release date; therefore I can't verify if the feature will be released next month or next quarter. The build out and testing of our new backup feature will take some time before it's implemented properly and tested on our end. We will be sure to let you and our community know when its ready to go live.

    I'm sorry I don't have a better answer for you at the moment your feedback regarding this issue has been forwarded to the appropriate department. Including the confusion about the "Automatic Backup". I have been informed the wording will be updated to include that it is the server backup. :)

     

    @ Nora D

    Awesome news, thanks for the reply. I didn't ask for an exact date, I asked for a rough idea of when it will be released. You've indicated from your response that this shouldn't be more than the next quarter away. So worst case its no more than 3-4 month away, given that we are in the last month of Q2.

    @Jessica M. 

    Your reply doesn't fit with what has been previously said in this very thread. Please read the above carefully.

    Customers are starting to get rather vexxed/anoyed by this scenario now. I know I'm not alone on this.

    Insightly can we have a clear reposnose to this please. At the moment, you are contradicting yourselves and making yourselves look rather foolish and incompetent.

    This thread was started over 6 months ago!!

     

     

    1
    Comment actions Permalink
  • @Adam - Thank you for following-up! While I understand that Nora's answer made it seem like she was giving a more definite time frame, her wording was meant to indicate that we don't have a time frame for this. I have just confirmed with engineering that we do not have an estimated release date for this feature or a time frame as to when it will be implemented. 

    We understand that our users need a feature like that and appreciate everyone's feedback immensely. 

    I hope this helps to clarify things! 

    0
    Comment actions Permalink
  • Needed guys, just adding my 2c - priority item for sure

    1
    Comment actions Permalink
  • Are there any news about when can we expect this backup feature to be released?

    It's been time enough since the start of this thread to get our feedback and add it to your development cycles, so in case this has ben taken into account I assume that there's a roadmap where the backup&restore feature will be reflected.

    Thanks!

    1
    Comment actions Permalink
  • @Ferran - We still don't have any news on this. Once we do, however, we will update our users! 

    Thank you for checking in!

    0
    Comment actions Permalink
  • It's hard to understand the low priority that Insightly team assigns to this request.

     

    2
    Comment actions Permalink
  • I will apologize for my attitude coming through in this post but it is very frustrating to read through this thread, which started back in April, and see that nothing has happened and now it is December. There still is no real idea of when something is going to be resolved regarding backing up each company's database besides exporting the database as an XML or .CSV file. So it seems for the time being we are forced to use what Insightly recommends for backing up our databases; XML or .CSV export.

    A question that I have now is; has anyone at Insightly tested exporting and restoring a database with your recommendations? You (Insightly) have made the recommendation to us, your customers, to use XML or .CSV export to back up our data. Your own documentation states that we cannot use XML to restore our database; but that you "...chose the XML standard for our more technical customers, as it provides a way to capture and save all the valuable links and relationships between entities within Insightly. (http://support.insight.ly/hc/en-us/articles/204248810-Exporting-data-from-Insightly-to-an-XML-file). So it would appear to be safe to say, XML gives a customer the most data from their database that can be exported and used as a backup; but then we have the issue of not being able to use the XML file to restore the database.

    To deal with the restore issue we need to convert the XML to a file type that can be used to import to Insightly and restore our database, which seems to be a .CSV format. The only documentation that has been mentioned in this thread or a thread at http://support.insight.ly/hc/en-us/community/posts/202366304-Backup-Restore-Feature, is the export options. Where is the documentation or guidance on restoring a database?

    Maybe I should ask this another way. How does Insightly back up their database? I know from a webinar that I attended, that Insightly uses their own product as their CRM, so how do you back up your instance of Insightly? Do you use your own recommendation to your customers for backing up your information? Your website advertises over 800,000 users in 100 countries (https://www.insightly.com/about/). That is a lot of information to be in your CRM database. How would you restore your CRM database if someone deleted it? If you are using Insightly, then I assume any of your users could go in and delete your database just like our users can. So what are your backup and restore procedures? Hopefully since we are all using the same product we can use your procedures.

    Again I am sorry for the attitude contained in my wording; but really, no-one at Insightly can give us any better answers after almost 8 months than what is contained in this thread?

    I will throw this out to the community in case there are some that do not know; you can use MS Excel to convert an XML file into a spreadsheet and then save it as a .CSV file. Excel makes nice work of the conversion. I have done an export of the Insightly database that I over see and converted it to a .CSV file to make sure the conversion works. I have not imported the files to restore the database because I am not going to wipe out our database on purpose. That is why I am hoping that someone at Insightly has gone through the QA and tested their recommendation. I have only done the conversion one time to make sure I have the steps down.

    Now for a backup process, I do a data export to XML once a week and store that file. I keep 4 weeks of XML files and rotate them around. The files are stored in the cloud and off site. That way I have multiple files to use in case of something happening to our database and a backup file getting corrupted.

    I hope that information helps someone.  I am also looking forward to hearing back from Insightly, hopefully with some better news.

     

    7
    Comment actions Permalink
  • Sadly the downloads dont contain all the information - for example links between records so even following the Excel route is incomplete.

    1
    Comment actions Permalink
  • Dear Insightly team, 

    I've asked the same question for several times and a kind tech support advised me to "vote" for this feature. Seriously?! Is such a MUST feature as BACK UP for data in CRM -  indeed needs a "REFERENDUM"?

    OK. So, may you please provide all your 800,000 customers with the clear announcement that there is NO option to restore data normally? Please, don't hide the facts. 

    Seems to be no hope for better news after 8 month waiting.

    Regards, 

    Marina

     

     

    1
    Comment actions Permalink

Post is closed for comments.