You may wish to do local backups of your leads and customers. This can be done at any point in time.
When following the steps below you will only be exporting the information that is shown in the report. See here for more information on how to make a custom report.
Leads
- Go to Leads/Events or Customers Page
- Make sure that there are no filters active that could be limiting the information displayed
- Select the "report" of information you would like to export. If you don't have a report with all of the fields you would like to export, see here on how to create a report.
- Click the download icon shown in this screenshot
- This will open up a new tab that will for the download of a CSV type file download
- Save File
Customers
- Go to the Customers Page
- Make sure that there are no filters active that could be limiting the information displayed
- Select the report for data you wish to have in your export file
- Click the download icon shown in this screenshot
- Save File
Inventory
- Go to Settings -> Inventory
- Make sure that there are no filters active that could be limiting the information displayed
- Select the report for data you wish to have in your export file
- Click the download icon shown in the screenshot
- Save File