Backup & Restore

Export complete JSON snapshots, restore backups with Replace or Merge modes, or download CSV spreadsheets.

Backup Ready
Last Backup: Never
Current Workspace Data Snapshot
Live summary of all records currently saved in your workspace.

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Leads

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Clients

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Reps

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Orders

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Categories

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Cities

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Follow-ups

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Activities

Full JSON Backup Export
Recommended
Export all workspace modules (Leads, Clients, Representatives, Orders, Categories, Cities, Follow-ups, Activities, and Settings) into a single portable JSON file.

What is included in the JSON backup?

• Complete entity relationships, conversion history, and monotonic ID counters (`LED`, `CUS`, `REP`, `ORD`, `CAT`, `CTY`, `FUP`, `ACT`).

• Can be restored on any browser or device without losing links between Leads, Clients, and Orders.

Restore / Import JSON Backup
Replace or Merge
Upload a previously exported Personal CRM `.json` backup file. You will review a validation summary before any changes are applied.

Select a `.json` backup file from your computer

Supports Personal CRM JSON backup files

Spreadsheet CSV Exports
Download human-readable `.csv` spreadsheets compatible with Excel, Google Sheets, and LibreOffice Calc.

Complete Overall CRM Data (All Modules in One .CSV)

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Exports all Leads, Clients & Representatives, Orders, Follow-ups, Categories, Cities, and Activities into a single unified `.csv` master spreadsheet.

Leads Directory

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Includes Lead ID, phones, WhatsApp, emails, country, city, problem description, source, status, and decision.

Clients Directory

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Includes Client ID, Client Representative & details, contact details, category, country, city, and source Lead ID.

Orders History

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Includes Order ID, title, linked Client ID & Representative, category, amount, currency, status, and dates.