Backup Teamleader Manual

Backup Teamleader allows you to create backups of CRM data from a Windows application or from the console. Start with an empty folder, run the backup and verify the result before considering it valid.

Latest version: 0.1.2

Stable version published on 2026-08-16 with new Teamleader icon, identifiable installer and stability fixes. See the complete changelog.

Workflow

flowchart TD
    A["Install Backup Teamleader"] --> B["Enter credentials"]
    B --> C["Choose destination folder"]
    C --> D["Run backup"]
    D --> E{"Final state OK?"}
    E -- No --> F["Troubleshoot"]
    F --> D
    E -- Yes --> G["Review generated files"]
    G --> H["Valid backup"]

Create the first backup

1. Download and install Backup Teamleader from GitHub Releases or Microsoft Store.
2. Open the application and enter credentials if requested.
3. Select a destination folder. In a new installation, the application proposes C:\backup_teamleader.
4. Click Run backup and wait for the final state.
5. Follow the guide to review the generated files.

Open the first backup guide

Safe test

Use an empty, easy-to-identify folder. This way you can identify which files belong to the run and repeat the test without mixing previous results.

Choose the right path

Need	Recommended path
Install the application	Install Backup Teamleader
Create and verify a backup	Create a backup
Understand each option	Configure backup
Automate a run	Use Backup Teamleader from the console
Fix a failure	Troubleshoot

What the backup generates

The main backup saves one .encrypted file per entity in the destination folder. The interface also allows converting these files to JSON. Although the control appears as Export to Excel, the current implementation generates .json files, not .xlsx workbooks.

Support

Before requesting help, keep the complete error message, the execution time and the available log, but remove credentials, tokens and personal data. First check the troubleshooting table.

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