Backup
Zoho CRM provides built-in data backup features (Zoho CRM help: Requesting Data Backup):
Schedule options:
- Twice a month
- Once a month
- Every week (add-on purchase)
- Download immediately (one-time)
What is backed up:
- All module records (as CSV per module)
- Record attachments (in separate ZIP)
Download window: Backup download links are active for 7 days after generation.
Enterprise/Ultimate: Include built-in weekly full backups and daily incremental backups. The Schedule Data Backup API enables automated backup scheduling.
Recycle Bin: Deleted records are retained for up to 60 days before permanent deletion and can be restored within that window.
Restore
Zoho CRM does not have a single-click "restore from backup" operation that reverts the entire org to a previous state. Restoration involves:
- Recycle Bin restore (within 60 days): For recently deleted records.
- Audit log investigation to identify what changed.
- CSV re-import of backed-up module data for individual modules.
- Data migration (Zoho CRM's migration tool) for large-scale or relational restoration.
Workaround gap: Full point-in-time org restoration is not a native capability. Third-party tools (e.g., Pro Backup for Zoho CRM via Marketplace) provide version history and record-level recovery beyond native capabilities (AorBorC: Zoho CRM Backups guide).