Create a backup of your data

infoodle backs up your data regularly on our servers, but you can also create your own backup by exporting your data as a spreadsheet. This is useful if you need a record of your data before closing an account, or if you want to maintain regular offline backups.

You can back up data for any of these areas:

• People — all contacts and their details
• Assets — inventory records
• People - Notes — contact notes
• Finance data — transactions and receipts (see Finance Reports)

If you want to back up multiple areas, repeat the steps below for each.

Backing Up Your Data

1. Select Reports from the main menu
2. Select the report area you want to back up:
   • For contacts, select People
   • For inventory, select Assets
   • For contact notes, select People - Notes
3. Important: Do not add any criteria — leave the criteria screen blank so you export all your data, not just filtered results
4. Click Select fields and tick all the boxes to include every field
5. Click Generate results
6. Choose how to download your backup:
   • Export to Excel — download as .xlsx (recommended for analysis)
   • Export to CSV — download as .csv (for importing into other systems)

Your backup file will download to your device.

Automating Regular Backups

If you want to create monthly or weekly backups without manually running the export each time:

1. Once you've created a backup report as above, click Save to save your report criteria
2. Give the report a name (e.g., "Monthly People Backup")
3. Go to Reports > Reports Schedule
   
4. Click Create a new schedule
   
5. Select your saved backup report, set the frequency (weekly, monthly, etc.)
   
6. Enter the email address where the backup should be sent
   
7. Click Save

The backup will now run automatically on your schedule and be emailed to you as a spreadsheet attachment.

When You Need Your Data

• Before closing your account — export all your data before your subscription ends
• Compliance or audit — keep offline copies for records
• Switching systems — export data in CSV format for importing into another service
• Regular archiving — set up a monthly schedule for ongoing backups