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How to back up the Act! Database

  Last modified on Sep 15th, 2026  

To back up your Act! database manually, use the built-in backup utility found in the desktop application.

  1. Sign in to your Act! as  an Administrator or Manager. 
  2. Go to “File”, press “Back Up” and choose “Database.”
    database_backup

  3. Click “Browse” to find a location you want to save the records.
    backup_database

  4. Provide a name (such as adding the current date), then click “Save.
  5. Decide whether you want to include attachments by either setting Include Attachments Checkbox to checked or not checked.
  6. Press “OK” to start backing up the next items into a .ZIP file:
    • The Database
    • Attached Documents (if included in step 5)
    • Layouts
    • Document Templates
    • Report Templates
    • Saved Queries.

7. When you see the confirmation window, press “OK” to complete the backup process.

 

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