--- title: Backing Up Your Tenant description: SecturaFAB --- [Skip to content](https://help.secturafab.com/backing-up-your-tenant#main-content) English Show submenu for translations ![SecturaFAB by Stella Source\_400x100 1](https://help.secturafab.com/hs-fs/hubfs/SecturaFAB%20by%20Stella%20Source_400x100%201.png?width=400&height=100&name=SecturaFAB%20by%20Stella%20Source_400x100%201.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [SecturaFAB](https://help.secturafab.com/?hsLang=en) 2. [Getting started](https://help.secturafab.com/getting-started?hsLang=en) 3. [Organization Settings](https://help.secturafab.com/getting-started?hsLang=en#organization-settings) # Backing Up Your Tenant After your team completes the onboarding process, the SecturaFAB team will create and store an initial backup of your tenant. However, you may need to perform additional backups independently as your business evolves—whether through changes in products, costs, or operational adjustments. Backing up your tenant is crucial to safeguarding your data and involves multiple steps. Follow these instructions carefully to ensure that all your information is securely saved.   [Backup Operational Tenant](https://help.secturafab.com/backing-up-your-tenant?hsLang=en#h_01J5NQ9290WZTC4TFKEBJCVZBP) [Export Machine Files](https://help.secturafab.com/backing-up-your-tenant?hsLang=en#h_01J5NQ8B7SGQM6CXXRNERGXRRM) [Export CRM Data](https://help.secturafab.com/backing-up-your-tenant?hsLang=en#h_01J5NS0HRGCFDT2HBHVE4XYD0T) [Export Products](https://help.secturafab.com/backing-up-your-tenant?hsLang=en#h_01J5P10KZCJSAJ70JBJCTAEEXZ) [Export Quotes](https://help.secturafab.com/backing-up-your-tenant?hsLang=en#h_01J5P1ZYWM9CMM2X9KM2GED11M)   #### Backup Operational Tenant In "Personal Settings", select "Backup." This action will trigger a download of your operational tenant information. The backup file will include all settings and operational data accessible from the setup page.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411683239323.png) #### Export Machine Files Note: The current backup does not support Machine File export, so this step must be done manually. Navigate to “Equipment” in the Production settings.    ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411714180379.png)   Select “Machine Files” then, click “Export” to save a zipped folder containing all available machine files.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411714187419.png)   #### Export CRM Data The CRM holds 3 tables: Contacts, Organizations, and Vendors. Each will have to be exported. Let’s start by selecting “Contacts.”   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411683249691.png)   Select “Export” for a CSV file to begin downloading. Repeat this process for “Organizations” and “Vendors.”   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411683252891.png)   #### Export Products Go to the Products section and select “Export.” The "Products" table includes linear products, plate products, and components all in one table, so you don’t need to export these separately. However, configurations and price lists are not included in this table, so manually export these as well using the same process.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411714202139.png)   #### Export Quotes Navigate to your Quotes dashboard. Highlight all the quotes you wish to export. Click the ellipses to access the drop-down menu and select the export option. The download will be a zipped file containing each highlighted quote.   ![](https://help.secturafab.com/hubfs/Knowledge%20Base%20Import/28411714205723.png)   Congratulations! You have successfully learned how to back up the data in your tenant. [Learn more about tips like this in our resource center.](https://help.secturafab.com/hc/en-us/articles/15837148868251?hsLang=en)     Related to - [quote](https://help.secturafab.com/hc/en-us/search?content_tags=01HNBHYDFZ7Q0SM4GZA4P93G2A&utf8=%E2%9C%93&hsLang=en) - [tenant](https://help.secturafab.com/hc/en-us/search?content_tags=01J5P2S3PT118Z63AZ2P8RKJJX&utf8=%E2%9C%93&hsLang=en) - [Getting started](https://help.secturafab.com/getting-started?hsLang=en#main-content) - [Preferences](https://help.secturafab.com/getting-started?hsLang=en#preferences) - [Quote Detail](https://help.secturafab.com/getting-started?hsLang=en#quote-detail) - [Quick Start](https://help.secturafab.com/getting-started?hsLang=en#quick-start) - [Operations](https://help.secturafab.com/getting-started?hsLang=en#operations) - [Organization Settings](https://help.secturafab.com/getting-started?hsLang=en#organization-settings) - [Cost](https://help.secturafab.com/getting-started?hsLang=en#cost) - [Customization](https://help.secturafab.com/getting-started?hsLang=en#customization) - [Integration](https://help.secturafab.com/getting-started?hsLang=en#integration) - [Personal Settings](https://help.secturafab.com/getting-started?hsLang=en#personal-settings) - [Inventory](https://help.secturafab.com/getting-started?hsLang=en#inventory) - [Security](https://help.secturafab.com/getting-started?hsLang=en#security) - [General](https://help.secturafab.com/general?hsLang=en#main-content) - [FAQ](https://help.secturafab.com/general?hsLang=en#faq) - [Announcements](https://help.secturafab.com/general?hsLang=en#announcements) - [Product Updates](https://help.secturafab.com/general?hsLang=en#product-updates) - [Tools and Configurations](https://help.secturafab.com/tools-and-configurations?hsLang=en#main-content) - [Materials and Products](https://help.secturafab.com/tools-and-configurations?hsLang=en#materials-and-products) - [SecturaSYNC](https://help.secturafab.com/tools-and-configurations?hsLang=en#secturasync) - [Operations](https://help.secturafab.com/tools-and-configurations?hsLang=en#operations) - [QuickTIPS](https://help.secturafab.com/tools-and-configurations?hsLang=en#quicktips) - [Importing Geometry](https://help.secturafab.com/tools-and-configurations?hsLang=en#importing-geometry) - [Frequently Asked Questions (FAQs)](https://help.secturafab.com/frequently-asked-questions-faqs?hsLang=en#main-content) - [Quoting](https://help.secturafab.com/frequently-asked-questions-faqs?hsLang=en#quoting) - [General](https://help.secturafab.com/frequently-asked-questions-faqs?hsLang=en#general) - [Setup](https://help.secturafab.com/frequently-asked-questions-faqs?hsLang=en#setup) - [What's New](https://help.secturafab.com/whats-new?hsLang=en) [![SecturaFAB by Stella Source\_400x100 1-1](https://help.secturafab.com/hs-fs/hubfs/SecturaFAB%20by%20Stella%20Source_400x100%201-1.png?width=200&height=50&name=SecturaFAB%20by%20Stella%20Source_400x100%201-1.png "SecturaFAB by Stella Source_400x100 1-1")](http://www.stellasource.com) Copyright © 2025, Stella Source