Backing Up Your SmartVault Account

Protect your data by backing up your SmartVault account. This action ensures you have a safe copy of your files.

To create and export a backup of your SmartVault account files:

1. Begin the Backup Process:
   • In the Connected Desktop, go to File > Export data.
     
2. Choose Data to Export:
   • In the Export Data window, select Include all [number] clients.
     Note: By default, selecting a client in the Client List pane will export their records. 
     
3. Select Storage Location:
   • Click Browse to choose a location on your computer for your exported files and folders.
   • Once you've selected the location, click OK and then Next.
     
4. Complete the Export:
   • A confirmation message will appear once the export is complete.
     
5. Exit and Verify:
   • Click Exit.
   • Check the chosen folder to ensure all your exported files are present.