Amidst all of the fever dream around AI assistants and agents, sometimes the most basic features of HubSpot can be ignored. We see this is just about every portal we encounter. HubSpot’s data back up and restore is one of the most glaring examples. Data back up is critical. Here’s a quick guide to do that in HubSpot.
In this post, we’ll walk you through the step-by-step process to back up your HubSpot data, ensure continuity across your teams, and provide peace of mind for stakeholders.
Why Backing Up HubSpot Data Matters
- Protection against accidental data loss
- Insurance before major migrations or integrations
- Compliance with data retention policies
- Faster recovery in case of user error
Whether you're preparing for a major cleanup, onboarding new sales reps, or simply want to safeguard against human error, setting up a backup process in HubSpot is essential.
Step-by-Step: HubSpot Data Backup & Restore Procedure
Step 1: Access HubSpot Settings
- Log in to your HubSpot account.
- Click the gear icon in the top navigation bar to access settings.
Step 2: Locate the Data Management Section
- On the left-hand sidebar, scroll to Data Management.
Step 3: Select “Backup and Restore”
- Click into the Backup and Restore section to begin the backup process.
Step 4: Create a Backup
- Click Create Backup.
- Follow the prompts to generate a full snapshot of your HubSpot data.
Step 5: Confirm Backup Completion
Ensure the backup completes successfully.
- Review the confirmation or timestamped entry in your backup logs.
Step 6: Set a Regular Backup Schedule
- Consider scheduling weekly or monthly backups based on your data activity.
- Set calendar reminders or build this step into your CRM hygiene checklist.
Watch the full video walk through to back up data in HubSpot:
Cautionary Notes
- Always perform a backup before major changes like list imports, data cleansing, or property updates.
- Periodically check your backup status to ensure everything is functioning correctly.
Pro Tips from Optimize 3.0
- Use backup logs to track historical backups and any issues encountered.
- Train your team on how to initiate a backup before they launch large-scale changes.
- Store critical exports (like Contacts or Deals) offline or in a secure cloud folder as a redundant measure.
