Back up your CRM and move to a new phone

Google Drive backup

Create manual and automatic backups in your own Google Drive, including attachments.

New Drive backups require Personal Pro. Restoring existing Drive backups and local backup/restore remain free.

Choose the backup that covers what you need

A data-only backup is smaller. If customer photos or documents matter to your work, choose the format that includes attachments. A password-protected backup needs its password when you restore; keep it somewhere you can access after losing the phone.

Move to a new phone in a few checks

• Create a fresh backup on the old phone and keep the original.
• Copy the backup to a location you can reach from the new phone.
• Open Backup and Restore on the new phone and review the selected file.
• Confirm the destination and restore, then check a customer, a recent sale and a file you recognise.
• Clear the old phone only after checking the new one.

Google Drive, sync and device snapshots serve different purposes

The optional Drive backup feature stores backup files in your own Google Drive. Check Plans and upgrades in your installed app for the access required to create a new Drive backup. Local backup and restore remain free.

A backup kept on the same phone cannot protect against losing that phone. Likewise, sync carries changes between workspaces and devices; it is not an independent copy from before a mistaken change. Keep a separate backup when the records matter.

Read the restore preview

Check the backup date, contents and destination before confirming. If the app cannot validate the selected file, keep the original file and your existing data while you investigate. Do not delete the old phone’s records to try to force a restore.