How to Download your SugarCRM Data Backup?


SugarCRM Data Backup- Things you should know

If you’re reading this, the chances are that you have either on-site or on-demand hosting of your SugarCRM. If you have On-site hosting you pretty much have access to all your data. However, if you on-demand hosting your data is sitting in the most secure cloud somewhere. But does that mean you can’t access it whenever you need? Absolutely No! SugarCRM is all about your convenience and for this purpose it provides Three most convenient methods to download your SugarCRM Data Backup.

So next time you feel like playing around with your data, go for in–depth analytics, auditing it or for any other purpose, you you just have to follow the steps.  How? Let’s see!

SugarCRM Data Backup

In this blog post, we’ll discuss two methods on how to download the data including ‘List View’ method or via ‘Record View’. The third method pertains to downloading via REST API which is not discussed in this blog post.

What you require?

  • Firstly, make sure you have Administrator Access in your SugarCRM to download the data backup.
  • Secondly, you need to have filed a case with SugarCRM in advance if you want to download your data on your own. To read more on how you can File a case check out this link.

The costs of these backups will be according to the Subscription agreement and the SugarCRM edition you are using. Good news for the customers using SugarCRM Enterprise or Ultimate editions, they may request daily backups for free.

The SugarCRM Data Backup Module

The Backup module in SugarCRM provides a most convenient access to download SugarCRM instances data.

Method # 1Downloading Via List View

Given below are the steps needed to download the SugarCRM backup via list view

  1. Firstly, Navigate to the Backups list view by clicking “Backups” under the More tab on the navigation bar.SugarCRM Data Backup
  2. Use module search to find the Backup record(s) you want to download. Don’t know how to perform SuagrCRM module searches? Check out this application guide.
  3. Click the Download Backup button on the desired record’s row.
    SugarCRM Data Backup 2

A tar.gz file package containing all of the backup files for your instance will begin to download to your computer.

Method # 2 Downloading Via Record View

If you feel like downloading your backup data through the Record View, use the following steps

  1. Click the backup record’s name in the list view to open the record view.SugarCRM Data Backup 4
  2. Click the Download Backup button in the Action field.                            SugarCRM Backup 5

A tar.gz file package containing all of the backup files for your instance will begin downloading to your computer.

Note: Your backup files have an expiry date of 60 days after they’re created so please make sure that you back up the data at least once every two months. For the purpose of data security, even Sugar cannot restore these files once expired.

Credits: Sugar Support

I sincerely hope this post was helpful to all of you who have wanted for long to back up their SugarCRM backup data. Have any questions? Want to know more on Sugar Support? Leave your comments! I’d love to hear back from you here

SugarCRM Data Backup 6

Want more on Sugar Tips and Tricks? Check out our blogpost: SugarCRM Tips and Tricks

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