Site Backups
The Site Backups functionality provide a way to create snapshots of your DealCloud data for compliance, audit, and data retention purposes. These backups can contain all entry data in your DealCloud site, exported as CSV files and packaged in a .zip file.
Key Features
- Ability to generate a backup of all data or selected data (by object) within a site.
- Option to enable generation of daily site backups
- Ability to request ad hoc backups
- Option to request binary files (docs, images) within an ad hoc site backup.
- Encryption available to secure generated backup files
Types of Backups
DealCloud offers two types of site backups: daily site backups and ad hoc site backups
Daily Site Backups
- Generated automatically after midnight in your DealCloud region's timezone
- Contains all entry data in CSV format
- Does not include binary files (documents, images, etc)
- Processing time may vary from day to day
- Daily backup generation typically completes within a few hours after midnight in your region's timezone, depending on the size of the DealCloud site. Larger sites with more data will take longer to process.
Ad Hoc Site Backups
- Initiated manually by designated backup users through the UI or via API
- Can optionally include binary files (documents, images) only when requested through the UI.
Enabling Site Backups
Before you can use Site Backups, you need to have the feature enabled for your DealCloud site.
To enable Site Backups
- Contact your Customer Success Manager (CSM), Account Manager (AM), or other DealCloud representative.
- Provide the list of designated users and their emails. Only these authorized users will be able to generate a backup or retrieve existing backup files.
- Specify whether you want daily backups enabled or not. (Note: If daily backups are not enabled, designated backup users will still have the ability to request and retreive adhoc backup files.)
Daily Limit
A maximum of two backups can be generated per day – either one automated daily backup and one ad hoc backup or two ad hoc backups.
Requesting & Retrieving Backups via API
Request Backup
This endpoint can be used to request the generation of an adhoc backup of your site.
Retrieve Backups
This endpoint allows you to retrieve the list of existing backups and download them.
Downloading Binary Data
While the backups do not contain binary data, they do contain the full lists of documents and attachments in your database. You can use this information to download the binary data from your database, using the files endpoints.