Tutorials / Tools
Back up and restore your data
Save your CRM, profiles, quick replies, campaigns and settings to a file — and restore them on a new computer.
WhereDock → Tools → Backup
Download a backup
Press Download backup. Keep the file private: it holds your customers’ details.
Restore
On the new computer press Restore from file, pick the parts (CRM boards, Contact profiles, Quick replies, Campaigns, Opt-out list, Settings).
Merge or replace
Merge adds the backup to what you have; Replace overwrites it.
Good to know
- Your data lives in Chrome on this computer. Back up before changing computers or reinstalling Chrome.