Data backups copy your data from your Commusoft account to a secondary location. While Commusoft backs up your data daily, external backups offer additional peace of mind and a historical record of your data.
The backup is available in the form of Excel spreadsheets within a zip file, either through manual download or automated weekly backups via Google Drive.
View Setting
➡️ Navigate to your Profile icon > Settings > Imports and backups > Manage backups > View
Managing Backups
➡️ Choose backup option
Choose one option:
Google Drive Backup:
Sign in with your Google account and allow access.
Backups are provided in
.csvand.xlsformats.
Excel Backup:
Click the "Excel backup" link to download the
excel-backup.zipfile to your local PC.Once the backup is ready, a notification will appear in the Notifications (Globe) section.
Google Drive backups are taken every Sunday at 01:00.
➡️ Advanced Options
Track and manage your backup history, including details of which user performed the backup and when.
Click Advanced Options
Select Download
All customer-related information will be contained within the
.zipfile in Excel format.
Only one backup method (Google Drive or Excel) can be active at a time.
Excel backup links remain available for 30 days from the request date.
How to Export Customer Data
Navigate to Customer a customer record
Click Quick Links
Select Export all customer data
Download Backup
Once exported, a notification will appear containing a download link for the zip file.
The
.zipfile will contain spreadsheets of the customer's data and a folder named "files," which includes all files attached to the customer record.
Invoice/Certificate PDFs: To access these files, download them individually through the relevant customer profile.