What is the best and safest way to backup all our clients data inside Infusionsoft

I would like to perform a monthly export backup of all our clients data inside Infusionsoft.
What is the best way to do this?
Thanks, Tony

OK I figured an easy way to export all our current data.

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You may want to take a look at what NovakSolutions offers for backing up Infusionsoft data:


Hi Tony,
That will work well if you have a smaller list… not so well with larger lists

We’ve started experiencing problems in the past few months where if the download is too large it will time out.

We can batch it down into smaller chunks but it becomes a pain.

If anyone else has a solution on what they’ve been doing, would love to hear about it.

Jordan - took a look at your site/service.

We have a larger list, I don’t think we really need back-up every 15 minutes.

Do you offer a monthly upgrade plan?

The backup is incremental, so by pulling every 15 minutes we pull only a minimal amount of data each 15 minutes and avoid needing to run huge backup jobs less regularly. If you want more info - just send us an email: support@novaksolutions.com

Hi there,
If the internal backup doesn’t work for you, it is possible to put all the data into CSV or Excel automatically using Data2CRM migration service

Thank you for your response Sasha :slight_smile:

Thanks for the info Jordan,
I will email you about your system ASAP.

Thank you for the info Oleksandra,