karmaCRM enables you to take the backup of different assets such as contacts, companies, deals and cases.

Click on Settings link available at the right side of the top navigation bar as below.

The Settings page appears. Click on Backups and Exports link available in System section as below.

The Backups page appears. Click on New Backup button available at top right side of the page.

The New Backup page appears as below.

You can take the backup of following assets.

  • Contacts
  • Companies
  • Cases
  • Deals
  • Todos

Select the checkbox corresponding to the name of asset of which you want to take backup. You can select one or more assets to take the backup.

Click on Export button. The Backups page appears, where you can see that the exporting is in process.

After some time you can see that the Exporting is changed to Download as below.

Click on Download button and the assets that you have selected are exported to excel sheet. If you have selected multiple assets, you can see that the data of assets are exported in their respective excel sheets.

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