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