What is the process for backing up data in Zoho Desk?

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Backing up your Zoho Desk data gives you an offline copy of your help desk records, useful for compliance, peace of mind, or before making major changes to your account.

How to back up your data

  1. Go to Setup > Data Administration > Data Backup.
  2. Under Back up now, choose a Full Backup (starts immediately) or a Custom Backup (a specific period within the last 31 days).
  3. Optionally tick Encrypt with Password to protect the backup file.
  4. Click Download Now.

Scheduling regular backups

Instead of running backups manually, you can schedule them to repeat weekly, bi-weekly, every month, or quarterly. Set this up from the same Data Backup screen and choose your preferred repeat type.

Downloading a completed backup

Once a backup finishes, you’ll find it in the Backup History section. Click the download icon next to the file you want. The download link is valid for 7 days after the backup was created.

Only the account’s primary contact can create and download backups.

Frequently asked questions

Who can create and download a backup in Zoho Desk?

Only the account’s primary contact can create and download backups.

How long is a backup download link valid?

The download link expires 7 days after the backup is created.

Can I schedule backups to run automatically?

Yes. You can schedule backups to run weekly, bi-weekly, monthly or quarterly, in addition to running an instant backup.

Need help?

Need help setting up regular backups of your Zoho Desk data? Contact support@thoughtlogik.com or see our Zoho support services.

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