One Step Complete Backups

Bob Pilkey

Hi there; I am new to Pipedrive.  And my rep recommended that I post this question or recommendation here.  This must have already been talked about at some point.  I would love to a one step backup button.  I need a way to save into an excel spread sheet all of the stored information in this CRM.  If anything goes wrong with the site and want a copy of all the current information.  Right now I am being told that the only way to backup is to export them separately.  Meaning, Organizations, Contacts, Deals Notes etc etc into seperate excel files.  Has there been any other similar discussions?  

thanks! Bob (the newbee)  

 

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Hey @Bob Pilkey - Use Flatly to set up periodic backups of all the files you need.

 

Bob Pilkey

Amit Sarda said:

Hey @Bob Pilkey - Use Flatly to set up periodic backups of all the files you need.

 

Thanks for the advise. Can you please  explain some details on how to do this? 😊