Back up your 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 a backup

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, under Data management, navigate to Backup.
• Click Create backup.

• 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).

• 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.

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.

Restore data from a backup

If you want to restore data from a backup, you can import the backup files into HubSpot. If records were deleted or property values were updated after the backup, importing the backup file will recreate the records and overwrite new property values, with the exception of permanently deleted contacts which will result in an error upon import.

Learn how to import records.