How to back up the Act! Database

Last updated: 04/06/23

Applies to:

  • Act! CRM users doing a data backup.

Common Causes / Issues:

  • Familiarizing yourself with the process of doing Act! Database backup.

Solutions Overview:

Explanation of the steps needed for the Act! Database backup.

Tactical Rundown:

If you want to perform a backup of Act! Database, consider the following actions to take:

  1. Sign in to your database as an administrator user.
  2. Go to “File”, press “Back Up” and choose “Database.”

  3. Click “Browse” to find a location you want to save the records.

  4. Provide a name (if desired). Then, click “Save.
  5. Decide whether you want to include attachments by either setting Include Attachments Checkbox to checked or not checked.
  6. Press “OK” to start backing up the next items into a .ZIP file:
    • The Database
    • Attached Documents (if included in step 5)
    • Layouts
    • Document Templates
    • Report Templates
    • Saved Queries.

7. When you see the confirmation window, press “OK” to complete the backup process.



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