How to Backup Your Sensitive Cin7 Core Data

 

1. Access Settings and Automation 0:01

• Click on Settings.
• Navigate to Automation.
• You may need to activate the automation module if it’s not already active.

 

2. Schedule a Backup Report 0:14

• Click on Report in the scheduling section.
• View the list of scheduled reports.
• Click on the plus sign to add a new report.

 

3. Select Data to Backup 0:39

• Choose specific fields, files, or database tables to back up.
• You can select all available options if needed.

 

4. Set Backup Frequency and Start Time 1:01

• Specify the period for the backup (e.g., daily, weekly, monthly).
• Choose a start time for the backup (e.g., 8:00 AM).

 

5. Configure Email Notifications 1:21

• Set up a mailing list under Settings if you want to receive email notifications.
• Add yourself to the mailing list.

 

6. Save Backup to Google Drive 1:37

• Optionally, save backups directly to your Google Drive.
• Select the appropriate folder in your Google Drive for the backups.

 

7. Name and Finalize Backup Settings 2:00

• Give your backup a name for easy identification.
• Confirm the settings and save the backup.

 

8. Review Backup Completion 2:07

• After the backup runs, you will receive a notification email.
• The email will confirm that the backup is ready for download and may include an attachment.

 

9. Access Backup Files 2:48

• You can download the backup files from the email or access them in your Google Drive.

 

10. Set Up Google Drive Integration (if needed) 3:03

• Go to Integrations and search for Google.
• Connect your Gmail account and select folders for backup.

 

11. Monitor Backup Status 3:50

• Check for logs or notifications to confirm when backups are completed.

 

12. Customize Backup Options 4:08

• Review and adjust which tables or data you want to include in your backups.

 

13. Get Help if Needed 4:55

• If you have questions or need assistance, reach out for help.

Link to Loom

https://loom.com/share/03bb8dccc44c41c88c57114356d84abf