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Database Backup — Quick Start Guide

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Quick Start — Database Backup

Default module to perform database backup

5-minute Quick Start

Follow this short path the first time you use Database Backup:

  1. Activate — Setup → Modules → activate Database Backup (run Upgrade if prompted).
  2. Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
  3. Settings — Open Database Backup → Settings and save company defaults, prefixes, and integrations.
  4. Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
  5. First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
  6. Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.

Related: How to Install · Features · FAQ & Tips

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