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Platform backup (Backup Manager)

Platform backup (Backup Manager)

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3 mins READ

Automated backups of your platform configuration into your own Git repository.

Overview

Under Settings › Data Management › Backup Manager you configure automated backups that push your platform objects' configurations to a Git repository you own. Before any exist you'll see "Configure Automated Backups — Configure automated backups for your production environment. Select a Git platform to enable scheduled backups of configurations and data." Each configuration is a card showing the provider, the repository and branch (the branch pill opens it on the Git host), an on/off toggle, and its Backup FrequencyLast SyncNext Sync, and Objects summary. The card menu offers Clone and Delete; clicking a card opens it for editing.

Where: Settings › Data Management › Backup Manager

Screenshot 2026-08-31 at 20.50.26 1.png
Screenshot 2026-08-31 at 20.50.26 1.png

Creating a backup configuration

New Backup opens a four-step wizard:

  1. Details ("Add basic details about the backup configuration") — NameBackup Provider (Github or Gitlab), and the Connection to use (only active connections for that provider). For GitHub you also set the committer User Name and Email used on backup commits.

  2. Select Repository ("Setup the repository & branch") — provider-specific: pick your organisation and an existing repository/branch, or have the backup create a new one.

  3. Platform Objects ("Select individual platform objects or choose from a predefined group to include in the backup.") — pick objects one by one or via GroupsAutomationAI AgentApplicationsAPI Platform. A counter shows how many objects are selected.

  4. Define Frequency ("Configure real-time or scheduled backup frequency") — see below.

Finishing shows "Backup created successfully."

Where: Backup Manager › New Backup

Running, pausing, cloning, or deleting a backup

  • Sync Now triggers an immediate backup run ("Backup synced successfully") — but only when the configuration's toggle is on; otherwise you'll see "Only active backup can be synced."

  • The toggle on each card enables or disables the configuration without deleting it.

  • Clone duplicates the configuration as "\<name\> (Copy)" so you can tweak a variant (say, a different branch or object set) without rebuilding it.

  • Delete asks "Delete this backup? Are you sure you want to delete this backup?" and removes the configuration — your Git history stays untouched.

Where: Backup Manager, card actions

FAQs

What Git providers does Platform Backup support?

GitHub and GitLab, selected as the Backup Provider in the first step of the New Backup wizard.

What's the difference between Real time and Scheduled backups?

Real-time backups trigger immediately whenever data is modified, while scheduled backups run at fixed intervals or on a cron expression you define.

Can I back up only specific platform objects?

Yes. The Platform Objects step lets you select individual objects or use predefined groups like Automation, AI Agent, Applications, or API Platform.

Does deleting a backup configuration delete my Git history?

No. Deleting a backup configuration removes it from the Backup Manager only; the Git repository's commit history stays intact.

Why can't I click "Sync Now" on a backup?

The configuration's toggle must be turned on. If it's off, the platform shows "Only active backup can be synced."