Generating a Backup of Your Data

How to create a backup of your data with a channel in Plytix

For security reasons it is always a good idea to have a backup of your data somewhere stored, in case your data is accidentally modified or deleted. In this article we will show you how to easily generate a backup of all the data you have stored in Plytix with our Channels module. A backup of your data can be sent to either a FTP or Dropbox connection. 


Creating a Channel for your Backup

Connecting to a Dropbox or FTP

Scheduling your backup


Creating a Channel for your Backup

The first step towards creating your own backup is by creating a CSV Channel in Plytix.
Learn how to create a Channel in this article

Since you would like to have a backup of ALL your data, you would need to include all of  your attributes into this Channel. 

For this:

  1. Go to the "Attributes" tab in your Channel
  2. Click on 'Add attributes'
  3. Make sure to select ALL of your attributes
  4. Click on "Add attributes" to confirm selection


The same goes for your products: in the “Products” tab, make sure to select a product list that contains all of your products that live in the PIM. 


By including all of this information in your Channel you are making sure that your backup will contain all the data you would like to save. 


Connecting to a Dropbox or FTP 


Once you made sure to include all of your data in your backup Channel, it is time to decide where you would like your backup file to get sent to: you can either send it to Dropbox or FTP connection that  you have previously set up. 

Learn how to create an FTP or Dropbox connection in Plytix and set it up accordingly in your Channel.

For this:

  1. Go to the “Settings” tab in your channel
  2. Head to the “Connections” section
  3. Select a connection 
  4. Define the destination folder where you would like your data to be sent to 



Schedule your backup 

As a last step you need to decide on what frequency you would like to get a copy of your data to your Dropbox or FTP. 

For this purpose you can set up the scheduling of your channel, so that on the frequency of your choice, you will get in an automated way your backup sent over. 

For this:

  1. Go to the “Settings” tab in your channel
  2. Enable the “Scheduling
  3. Choose the process frequency (from every 3 hours, to weekly, monthly etc.) and the day and time
  4. Make sure to process all products since you would like to have all of your data included



And that’s it! 

Now you should automatically, on the frequency you have set, get a backup sent over to the location you have defined.

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