VIDEO - How to back-up your Acumatica Cloud ERP personalizations

Acumatica Cloud ERP can be personalized to better support the way your business works. Screens, fields, workflows, reports and other elements may be adjusted to meet specific operational needs. Those changes can become an important part of your daily processes, which makes protecting them essential.

Backing up your Acumatica personalizations creates a separate copy that can be stored outside the active environment. This gives your team a recovery point before an upgrade, system change or additional customization work begins.

Watch the video to learn how to back up an Acumatica customization project and protect the work already completed in your system.

Protect Important System Changes

Personalizations may range from small screen adjustments to more extensive custom functionality. Losing those changes could disrupt employee workflows and require developers or administrators to recreate completed work.

A backup may help protect items such as:

• Customized screens and fields
• Modified workflows and business logic
• Generic Inquiries
• Reports and dashboards
• Automation steps
• Notification templates
• Custom code and supporting files

Exporting the customization project creates a package that can be retained for future use. Clear file names and dates can also help administrators identify which version was saved and when.

Back Up Before Making Changes

A current backup is especially valuable before publishing a revised customization project or making changes to a production environment. It can also provide added protection before an Acumatica upgrade or implementation of a new integration.

Administrators should confirm that all required project components are included before exporting the package. Unpublished changes may also need to be reviewed so the backup accurately reflects the version the business intends to preserve.

Keeping several versions can make it easier to return to an earlier configuration when troubleshooting an issue.

Create a More Reliable Change Process

Backing up personalizations is only one part of responsible system management. Teams should also document changes, test updates in an appropriate environment and control which users can publish customization projects.

A reliable backup process helps reduce risk while giving administrators greater confidence when improving the system.

Watch the video above to see how to back up your Acumatica personalizations, then talk with 3Value about managing customizations, upgrades and system changes more effectively.