Backing up your data

It is a good practice to back up your data on a monthly basis, and for sure if you ever decide to change databases.

Navigate to Settings

Select "Export Data"

Select "Export Data"

Select "All Contacts" and then click "Export Contacts"

Select "All Contacts" and then click "Export Contacts"

Click "Export Now"

Click "Export Now"

A file called "Contacts.csv" will be downloaded to your computer. Put this file in a safe place!

Re-Select "Export Data"

Re-Select "Export Data"

This time click "Export Notes"

This time click "Export Notes"

This time a file called "Notes.csv" will be downloaded. Put this notes file in the same folder that you put the Contacts.csv file.