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Backup - Restore Feature

Insightly allows you to do a backup via XML, or via a CSV export.

Where contacts or organizations are deleted, you can do an import of an earlier CSV export. However, there are no links, notes, tasks, etc. In fact, it actually creates a new contact (see the contact ID), rather than replace the accidentally deleted one.

Whilst you give us the option of a comprehensive backup feature of the database via XML, there absolutely no guidance as to how to do a restore of all, or part, of that data. For example, someone accidentally deletes 10 contacts - how can I go about doing a restore of those contacts and all their links, notes, etc, etc, using the exported backup XML file I downloaded a week ago?

Please please please insightly....

If anyone has actually turned their mind (and $$$) to addressing how to do a restore from XML to insightly, please post.

Cheers,

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Comments

17 comments
  • We have a very large insightly database and to add to this we have never been able to get the XML backup to actually work.  I'm sure Insighltly have break backup systems but I think it helps to dissolve themselves of full responsibility for data if they allow a customer a workable backup system.  As I understand it there is still a alot of data the XML system doesn't capture.

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  • +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.

    Your sales information states that I have automatic backups, I realise (not all will) that this is at a data centre level and not accessable by users. This is misleading and the information on the page below needs to be updated to be clear to your customers. Under Support and Security, its clearly states Automatic Backups. Most users will assume (and rightly so because you don't specify otherwise) that they have a proper backup and restore option included in the package. This is not the case and it is misleading at best.

    https://www.insightly.com/pricing-3/

    How was this feature ever missed or omitted?!!? I can't believe that the devs actually didn't think of this, so I can only assume that they thought of it, but decided it was too hard to do or that their customer couldn't possibily want this mission critial feature. Please will someone from the dev team engage properly with your customers about this. We would be much more understanding if you actually explained to your customers why this feature isn't already in Insightly and also why its taking so long to impletment.

    An estimated release window for this feature would be very helpful too, so we know whether is worth waiting for Insightly to roll this feature out or at look at other CRM services that do support proper full backup and restore option.

    Regards

    Adam

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  • I have to agree 100 %.

    Can we get an update on the matter, Insightly?

    Regards,

    Igor Salai

     

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  • And not just backup and restore - the ability to export (archive) selected data out of the active production system so that our systems are not (over time) full of old/redundant data that can only at present be manualy exported and then manually, contact by contact (for example) deleted.

    Also need to be able to do this to stay under our allowed data volume limits.

    Unfortunatly, at present, I think the answer from Insighlty is going to be suggesting we undertake more custom development using the APIs

    eg.

    Extract selected data (via API)... and store (archive) in an external database/files etc.

    Delete seletcted data (via API)

    Option to reload selected data (Via API)

    eg. need to be able to say export/archive CONTACTS and all associated data where the CONTACT has had no activity for last 5 years

    And agree - "Exports" are not a valid way of backing up or achiving data as they don't incluide the Record ID... the unqiue key of each record. Hence, custom development using API's being the better (but costly, time consuming) alternative.

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  • Support have been in touch and this is on the roadmap for Q3/Q4 so not long to wait. Thanks for the info from support and Nate.

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  • Hi Adam. I'm so glad you found Nora's reply. For others on this thread, you can find Nora's comments (Nora is from our Support team) on this customer post " How do I backup and restore the database". Be sure to follow the post to receive an alert when we provide another update. Thanks!

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  • Hi Brenda - 

    Is there any update on this feature? Automatic global backup is an essential feature for our company. Thanks!

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  • To keep the idea alive, stress its very importance to everybody using Insightly as a serious CRM and to push this thread back to the up-to-dateness it deserves to hopefully collect even higher votings, I'd like to check back the status quo on this topic :-).

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  • This is a concern for me as well. The more content I put into Insightly, the more concerned I am that it will be next to impossible to get it all back out. The inclusion of files, notes, custom fields, etc. would be critically important.

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  • We had to move to another Google domain (new name), the only option was to export to csv and import. We lost loads of information including all pipelines, links, custom fields, notes... This issue must me solved ver quickly!! 

     

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  • @Mauro, in your original post you commented "If anyone has actually turned their mind (and $$$) to addressing how to do a restore from XML to insightly, please post."  It did not look like anyone has said anything about converting XML to a usable file that can then be used to restore their database.  I use Excel to convert the XML to .CSV.  I have not tried restoring the database, mainly because I do not want to wipe our database out and hope it works.  My assumption is that I have used .CSV in the past to bring contacts and leads into Insightly and it worked really good.  I have posted this information on another thread and asked Insightly if they have tested their recommendation.  That thread is at http://support.insight.ly/hc/en-us/community/posts/202329384-How-do-I-backup-and-restore-the-database-?page=2#community_comment_209903597

    Not sure if any of this helps

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  • We believe that, apart from the XML export and import facilities (which require a lot of manual work), there should be an easier and 'off-the-shelve' feature in Insightly to backup and restore ALL of your own data. This is a MUST HAVE for us.

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  • Hi there,

    If records are accidentally deleted, you can now use the new Recycle Bin to to recover, retrieve, or undelete them. Read our How to restore or remove items from the Recycle Bin help article to find out how.

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  • I think there is a massive need for this - we use tags for a custom mailing solution and Piesync to sync across mailchimp and Insightly, the potential for disaster is large if somewhere were to accidentally re-tag large swathes of our database (as one user has done today). It is a lot of hastle to fix, and I feel like a daily, restorable snapshot would bring a lot more peace of mind for many potential and existing customers.

    Please do consider this, the recycle bin is useful, but so much damage can be done in ways not immediately obvious like retagging and mass edits of things like address and email that aren't immediately obvious. Daily cloud backup and restore really is a bare minimum and essential.

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  • Full Data Export and Import

    This is available for Insightly Administrators under System Settings > Data Export - as shown in the screenshot below. Customers can make unlimited backups of all their Insightly data at any time.

    That link will give you a complete data backup of all your Insightly data organized by each record type (contact,organization etc), in a format that can be opened up and viewed or changed in a tool like Microsoft Excel on Windows or Numbers on a Mac.

    If you wish to re-import any of that data, you can select and save the rows you wish to import to a CSV file using Excel or Numbers, and then use the Insightly importer tool to import it back into your Insightly instance, or even another instance of Insightly. Our importer will automatically add any new records from the file and update any existing records in Insightly when you import.

    Recycle Bin

    A really convenient way to restore just a few records that one of your team members accidentally deleted - is to quickly rescue them from the recycle bin in Insightly available from a link in the list sidebar on any of the list pages. Just select the records to restore, and click the restore button to restore those records back. Any deleted records in Insightly will be kept in the recycle bin for 30 days after deletion.

     

     

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  • Hi Anthony, it's great that this issue has the CEO's attention. However, unless something new has happened, I don't believe this is a solution. The xml export cannot be imported without laborsome processing by the user, and, more importantly, not all data can be imported, so there would be a loss of data and relations between record types. What is needed is a genuine global backup and restore function per customer. This issue was raised in May 2015. Imho this is not just a feature request like any other, but one that involves the continuity of your customers' critical data. I'd appreciate your response to our concern.

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  • Hello,

    I have good news for automatic backups. Please read my blog post here for more information.

    Thank you,

    Micah

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