Frequently Asked Questions
CRM-Backup.com is a specialized service that securely backs up your Keap CRM (formerly Infusionsoft) data, ensuring you can restore contacts and other critical information with ease.
Our service seamlessly connects to your Keap CRM account, automating daily backups and giving you the ability to restore data without any technical know-how.
While Keap CRM stores your data, accidental deletions or changes can happen. CRM-Backup.com ensures you can recover that data, protecting your business from costly data loss.
We use advanced encryption methods to secure your data both in transit and at rest, ensuring your information is protected against unauthorized access.
Our service can restore contacts, tags, notes, and line-item database changes, giving you the power to revert any accidental modifications.
Yes, CRM-Backup.com allows you to choose specific dates for data restoration, so you can recover the exact version you need.
Not at all! Setting up CRM-Backup.com is as simple as signing up and connecting your Keap account. The entire process takes just a few minutes.
Absolutely! CRM-Backup.com gives you the flexibility to restore individual contacts or entire data sets with just a few clicks.
If you accidentally delete a contact, you can quickly recover it using CRM-Backup.com’s intuitive restore feature.
Yes, you can manage backups for multiple Keap accounts under one CRM-Backup.com subscription.
Our customer support team is available to assist you with setup and any questions you may have. We also offer detailed guides and tutorials.
Yes, in the event of a system failure or data corruption, CRM-Backup.com ensures that your backed-up data is quickly recoverable, minimizing downtime.
With our Pro and Premium plans, you can restore data from as far back as one year or even longer, depending on your chosen plan.
We adhere to strict data privacy standards, ensuring that your data is never shared or accessed without your permission.
CRM-Backup.com continues to back up your data as long as your account with us is active. If you cancel your Keap subscription, you can still access your backups.
Yes, CRM-Backup.com is accessible from any internet-enabled device, allowing you to manage your backups and restore data on the go.
If you exceed your data storage limit, you will be notified and can either upgrade your plan or manage your existing backups to free up space.
We accept all major credit cards, including Visa, Mastercard, American Express, and Discover.
Keap-Specific FAQs
General Questions
No. Keap has access to more options on the back-end of the database which allows them to restore credit cards, subscriptions, etc. (basically, the items that are not able to be accessed via API). To get a restore done through Keap, you need to contact support, pay a fee, and wait until they can get the restore done. CRM-Backup is designed to give you instant ‘undo’ capabilities within your Keap account on things like contact record field changes, accidental deletion of a record, ‘fat finger’ mistakes where you accidentally input bad data and need to get the previous data back. One of the major benefits of CRM-Backup is the ability to instantly restore those items, instead of having to go through the aforementioned process and subsequent delays.
Yes, CRM-Backup backs up all the fields from the contact record, including custom fields. It also can restore notes, orders, and tags. See the toggle above for items that are not supported by CRM-Backup.
Yes, CRM-Backup.com supports all Keap plans.
CRM-Backup backs up information in the contact record, including custom fields. It also backs up notes, orders, and tags (even on deleted records). There are some items that are not able to be backed up due to API limitations (items like credit cards, subscriptions, etc.). We have other items on our roadmap that are not yet included, but will be in the near future.
Unfortunately, due to limitations with the Keap API, backing up automations is not possible.
Backups run automatically on a daily basis.
Currently, manual backups are not available. The system is designed to run automatically at specific intervals to avoid API limitations.
Yes, the system is designed to handle databases ranging from 100 to over 1,000,000 records.
The standard backup runs every night. Upgrades for more frequent backups are available; please contact us for details.
Backup Features
Yes, backups are performed daily during the early morning hours.
- Choose the appropriate package from our website.
- Receive a welcome email with your activation link and authorization code.
- Access your dashboard, click “Authorize,” sign in to your Keap account, and confirm authorization. Your Keap account will then be connected.
Backup retention depends on the package you select. Please refer to our pricing page for details.
Backups are scheduled to run daily by default. Upgrades for more frequent backups are available.
This feature is on our roadmap and will be implemented soon. For urgent needs, contact us for assistance.
The system performs an initial full backup of your contact records and uses Keap’s API to pull updates, ensuring completeness.
CRM-Backup includes an internal monitoring system that auto-corrects issues. Our team also monitors backups to ensure they complete successfully.
Yes, your data is stored in an encrypted database that is also backed up for redundancy.
Restoration and Recovery
Use the dashboard to locate the contact, click “View Details,” and select the specific data line you wish to restore.
Yes, deleted items backed up in the system can be recovered on a line-by-line basis.
Restored items are instantly pushed back to Keap.
No, the system connects to only one Keap account at a time.
Restored data will overwrite existing data in Keap. The previous data will still be available in the backup system for reference.
Security and Compliance
Yes, data is encrypted during transfer and storage via an oAuth-encrypted API connection.
Yes, we comply with all Keap API security protocols.
Data access is limited to team members with login credentials. If you require a HIPAA Business Associate Agreement, you can request one via our contact form.
Only individuals with access to your login credentials can access the backups.
Backups will cease once your subscription is canceled. You will retain access until the end of your subscription period. After expiration, data will be purged.
Pricing and Support
We offer three packages. Please visit our pricing page to find the best fit for your needs.
Our largest package supports up to 500,000 contacts. For larger databases, contact support@crm-backup.com.
No, we do not offer a free trial at this time.
Yes, you can reach us at support@crm-backup.com.
Yes, we offer assistance. Email us to schedule a 15-minute Zoom call.
Integration with Keap
We use Keap’s API to access your data, which is then securely stored in our system. Authorization is granted directly from your account.
No, backups are scheduled overnight to avoid interruptions and minimize API load.
No, CRM-Backup does not access third-party integrations connected to Keap.
We maintain close collaboration with Keap’s development team to ensure our system stays compatible with API updates.
