---
title: "Create a backup of your data"
slug: "create-a-backup-of-your-data"
updated: 2026-05-11T02:38:09Z
published: 2026-05-11T02:38:09Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/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](/v1/docs/people-reports)
  - For **inventory**, select [Assets](/v1/docs/asset-reports)
  - For **contact notes**, select [People - Notes](/v1/docs/people-notes-reports)
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**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-K3ZJ3537.png)
4. Click **Create a new schedule**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-OYS5KWHF.png)
5. **Select** your saved backup report, set the frequency (weekly, monthly, etc.)  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-IL04G78Q.png)
6. Enter the **email address** where the backup should be sent  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-MF187YDD.png)
7. Click **Save**

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

**Note:** Scheduled reports email the results — they do not save data back into infoodle.

## 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

Related Articles

[Exporting a Report](/v1/docs/exporting-a-report) [Reports Schedule](/v1/docs/reports-schedule) [Finance Reports](/v1/docs/finance-reports)