Product Update Briefing: CRM Restore from Data Backup

Date: October 1, 2024

Product Area: CRM

Feature: Restore from Data Backup

Summary:

This product update introduces a new feature allowing users to restore CRM data to a previous state from an automatically generated backup. This streamlines the data recovery process and eliminates the need for manual data restoration from imported files.

Key Features:

• Seamless Data Restoration: Users can restore updated property values for contacts, companies, deals, tickets, calls, products, and tasks without needing to re-import data files.
• Automated Backups: The system automatically creates backups, enabling quick recovery from catastrophic data events.
• 14-Day Backup Retention: Backups are available for restoration for up to 14 days from their creation date.
• Selective Restoration: The restore tool only overwrites updated or deleted property values, leaving newly created records or properties untouched.

Benefits:

• Time Savings: Eliminates the time-consuming process of manual data restoration.
• Reduced Errors: Provides a more reliable and less error-prone data recovery solution.
• Business Continuity: Enables businesses to quickly recover from data loss and minimize downtime.

Functionality:

Super admins can access the “Restore Data” function within the “Backup” section of the CRM settings. From there, they can choose the desired backup (within the 14-day window) and initiate the restoration process.

Quote:

"Restoring data manually can be an error-prone and time-consuming process. Having a seamless restore experience enables you to quickly recover from catastrophe, without needing to re-import a file."

Availability:

This feature is available to all paid HubSpot users across all tiers.

Further Information:

For detailed instructions and FAQs, please refer to the dedicated Knowledge Base article.