Back up or restore CRM data

If you're a Super Admin, you can create a backup of your CRM data to store in a file outside of HubSpot. CRM data backups include all records and property values for the following objects: contacts, companies, deals, tickets, custom objects, products, calls, conversations, and tasks. Associations and activity data are not included in a data backup.

Please note: if you have properties that store Sensitive Data, sensitive values are included in the CRM data backup. For this reason, ensure you store your backup file in a secure location.

The number of times you can back up your data depends on your subscription:

• Starter and Professional accounts: once per week.
• Enterprise accounts: once every 24 hours.

Create and download a backup

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Data management, navigate to Backup & Restore.
3. Click Create backup.
4. In the dialog box, click Create to confirm.

Please note: any changes to records/properties made while the backup is processing may not be reflected in the exported data (e.g., a large backup that takes one day may not reflect changes made that day).

5. You'll receive a notification when the backup is complete. In the notification or backup settings, click the download link to download the backup file. The file will be available for download for up to 14 days.

7. To download the file from Backup & Restore settings, in the row of the back up, click Download.

The downloaded .zip file will contain CSV files for each object. If an object has no records, there will be no file included in the backup.

Schedule recurring backups (Enterprise only)

If your account has an Enterprise subscription, you can also turn on settings to create automatic recurring backups.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Data management, navigate to Backup & Restore.
3. Click Schedule backups.
4. In the right panel, turn the switch on.
5. Select how often backups should run, either Once a week or Every two weeks.
6. Click the Choose which day of the week dropdown menu, then select an option.

7. Click Save.

Once turned on, backups will begin every week or every two weeks on the day of the week you specified.

Restore data from a backup

You can automatically restore property values from a previous backup. Only one restore can be completed at a time and two-factor re-authentication is required to restore data, unless you've signed in with single sign-on (SSO). You'll have up to 14 days to perform a restore from your most recent backup.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, under Data management, navigate to Backup & Restore.
3. In the table, in the row of the back up to restore, then click Restore.

3. In the right panel, select an object to restore. Companies, contacts, deals, tickets, products, calls, tasks, and custom objects are supported.
4. Select the properties you want to restore. The property's values at the time the backup was completed will be restored. This includes previously blank values which will be cleared.
5. Click Review.

6. Review the restore plan, select the checkboxes to agree that you understand restoring will change your data and cannot be undone, then click Restore data.
7. You'll receive a notification of a completed import when the data is restored. This may take some time depending on the amount of data.
8. Once complete, to review the data you restored, navigate to your completed imports, then click the name of the restore import (e.g., Data Restore - Deal).

A data restore will be tracked in the audit log. If you want to restore deleted records, you can import or use the recycling bin.

Please note: if you have workflows where re-enrollment is allowed, restoring data may trigger workflows.