Your data is safe with Neon One: our servers are backed up continuously. If an emergency happens in your database (accidental deletion or account merging causing data loss, for example), please contact Neon CRM Support for assistance. We are able to roll back your database up to 30 days after an incident to recover data.
In addition to our server backups, however, we understand that you may want to keep a copy of your data locally, on a computer or hard drive that you own. We offer the free Data Backup Utility tool to assist with your routine data backups.
Here are the steps to set up database backups:
1. Contact Neon CRM Support to request a data backup utility URL, username, and password. The CRM Support team will respond with your unique backup login credentials.
2. Log in to Neon CRM and navigate to Tools > Data Backup Utility.
3. Click the "Free Download Manager" icon on this page to download the "Free Download Manager" software. You can also navigate to this download via https://www.freedownloadmanager.org/.
4. Install and open Free Download Manager. You should see a page that says "Download list is empty". Click the blue plus sign to get started.
5. Enter the URL, Username, and Password the you received from Neon CRM Support and select the checkbox to "remember" the login credentials on your computer.
6. Next, you'll be asked to select the location where your backup files will be stored and enter a name for your backups.
7. [Optional] If you would like the Free Download Manager to automatically backup your data on a regular basis, click the "Scheduler" checkbox and set up the schedule for automated backups by choosing the days you want to backup and the timeframe within those days when backups should run.
8. Click "Download" to save your settings. Either your first download will begin automatically OR if you set a schedule for downloads, your first scheduled download will be queued up to begin according to the schedule. To bypass the schedule and obtain an immediate download, click the "play" arrow button at the top of the screen.
You have now scheduled automatic backups of your Neon CRM data. Your data will be saved to your local computer based on the schedule you set up. Now that Free Download Manager is set up to handle your data backups, you can also request an immediate backup at any time using the "Manual Backup" option at the top right of Tools > Data Backup Utility.
Your database will download to the location you chose as a ZIP file. When unzipped, the file will contain a full backup of your database in SQL (Structured Query Language) files. These files can be used by developers to recreate or migrate your database, or you can use a SQL viewer software to review them.