How to Backup Your Sensitive Cin7 Core Data
1. Access Settings and Automation 0:01
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Click on Settings.
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Navigate to Automation.
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You may need to activate the automation module if it’s not already active.
2. Schedule a Backup Report 0:14
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Click on Report in the scheduling section.
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View the list of scheduled reports.
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Click on the plus sign to add a new report.
3. Select Data to Backup 0:39
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Choose specific fields, files, or database tables to back up.
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You can select all available options if needed.
4. Set Backup Frequency and Start Time 1:01
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Specify the period for the backup (e.g., daily, weekly, monthly).
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Choose a start time for the backup (e.g., 8:00 AM).
5. Configure Email Notifications 1:21
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Set up a mailing list under Settings if you want to receive email notifications.
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Add yourself to the mailing list.
6. Save Backup to Google Drive 1:37
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Optionally, save backups directly to your Google Drive.
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Select the appropriate folder in your Google Drive for the backups.
7. Name and Finalize Backup Settings 2:00
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Give your backup a name for easy identification.
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Confirm the settings and save the backup.
8. Review Backup Completion 2:07
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After the backup runs, you will receive a notification email.
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The email will confirm that the backup is ready for download and may include an attachment.
9. Access Backup Files 2:48
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You can download the backup files from the email or access them in your Google Drive.
10. Set Up Google Drive Integration (if needed) 3:03
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Go to Integrations and search for Google.
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Connect your Gmail account and select folders for backup.
11. Monitor Backup Status 3:50
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Check for logs or notifications to confirm when backups are completed.
12. Customize Backup Options 4:08
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Review and adjust which tables or data you want to include in your backups.
13. Get Help if Needed 4:55
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If you have questions or need assistance, reach out for help.
In Summary:
Implement Backup Feature for Sensitive Data
Overview
This pull request introduces a new feature for backing up sensitive data within the application. Key highlights include:
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Backup Module Activation: Users can activate the backup module from the settings menu.
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Report Scheduling: Users can schedule reports for backup, selecting specific fields, files, or database tables.
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Flexible Scheduling Options: Users can set the frequency of backups (daily, weekly, monthly, etc.) and specify start times.
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Email Notifications: Users can opt to receive email notifications with backup results and download links.
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Google Drive Integration: Users can save backups directly to their Google Drive, with options to select specific folders.
Assumptions
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Users have access to the settings and automation module.
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Users are familiar with scheduling reports and setting up email notifications.
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Users have a Google account for integration with Google Drive.
Testing Strategy
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Verify that the backup module can be activated from the settings menu.
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Test the scheduling functionality to ensure reports can be scheduled correctly.
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Check that email notifications are sent upon backup completion.
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Validate the Google Drive integration by saving backups to a specified folder.



