CRM Export & Backup Checklist
Never lose critical customer data! Our CRM Export & Backup Checklist ensures your valuable information is safely guarded against unexpected events. Simplify the process, maintain compliance, and sleep soundly knowing your CRM data is secure and recoverable.
This Template was installed 3 times.
Pre-Backup Planning
Review backup strategy, define scope, and schedule.
Scheduled Backup Date
Scheduled Backup Time
Estimated Backup Size (GB)
Scope of Backup (e.g., all records, specific objects)
Backup Method
Backup Purpose (e.g., Compliance, Disaster Recovery)
Data Selection
Identify specific data to be backed up (accounts, contacts, opportunities, etc.).
Select Modules to Backup
Backup Scope
Start Date (if applicable)
End Date (if applicable)
Record Limit (if applicable)
Include Attachments?
Backup Method Selection
Choose appropriate backup method (native CRM tools, third-party solutions, API).
Choose Primary Backup Method
Data Export Format
Number of Concurrent Exports (if applicable)
Justification for Chosen Method
Encryption Method
Backup Execution
Initiate the backup process and monitor progress.
Backup Start Date
Backup Start Time
Estimated Backup Duration (minutes)
Backup Command/Script Used
Backup Method Used (Native/Third-Party/API)
Any Error Messages Encountered
Backup Verification
Confirm data integrity and completeness of the backup.
Backup Completed Successfully?
Number of Records Verified
Detailed Verification Notes
Data Integrity Check Passed?
Verification Log File (if applicable)
Verification Completion Date
Storage & Security
Ensure backup files are stored securely and are accessible when needed.
Encryption Key Length (bits)
Storage Location Type
Access Control List (ACL) Description
Data Residency Compliance
Last Security Audit Date
Retention Policy
Define and adhere to a backup retention policy.
Number of Backups to Retain
First Backup Retention Start Date
Retention Policy Type
Detailed Explanation of Retention Policy
Date of Last Policy Review
Legal/Compliance Requirements
Disaster Recovery Testing
Regularly test the backup and restoration process.
Last DR Test Date
Estimated Test Start Time
Test Type
Test Scenario Description
Data Restored (GB)
Test Results
Test Status
Remediation Actions (if failed)
Customer Relationship Management (CRM) Screen Recording
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