Security & Privacy
Plans & Billing
How to back up the Act! Database
Last updated: 5/18/22
If you want to perform a backup of Act! database, consider the following actions to take:
- Sign in to your database as an administrator user.
- Go to “File”, press “Back Up” and choose “Database.”
- Click “Browse” to find a location you want to save the records.
- Provide a name (if desired). Then, click “Save.
- Decide whether you want to include attachments by either setting Include Attachments Checkbox to checked or not checked.
- Press “OK” to start backing up the next items into a .ZIP file:
- The Database
- Attached Documents (if included in step 5)
- Document Templates
- Report Templates
- Saved Queries.
7. When you see the confirmation window, press “OK” to complete the backup process.