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Create a Backup

Before progressing, ensure that you understand when to use a Bundle and when to use a Backup.

These steps will allow you to create a backup file of your Storyflow Project that you can then save to your computer for a secure backup, or you can then take this Backup and create a duplicate copy in a new Project.

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View the video full screen on Vimeo at this link.

  1. Open the Storyflow Project

  2. Go to the “Backups” tab at the top of the page

  3. Give the Backup a name

  4. Add an optional Description

  5. Click “Back Up”

Note

Do not click Backup multiple times!  Give it at least five minutes and then refresh and see if it is in the list on the right.  

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Only individuals with the Admin Permission for the Workspace you are in may do Restores (see this article).

Once you have a copy of the Backup file, you can duplicate the Scenario in a new Project.  

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View the video full screen on Vimeo at this link.

  1. Open the new Project in Storyflow

  2. Go to the “Backups” tab at the top of the page

  3. Click “Restore”

  4. Attach the file you previously downloaded per the instructions

  5. Wait for confirmation

  6. Refresh your browser

Instead of using drag and drop, you can also click in the drop zone, navigate and select the Backup file.

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Once complete, you will see the Backup Restored by navigating to the Home Dashboard in Storyflow and looking at the Scripts/Catalogs/etc.

Common Troubleshooting

Issue: When I upload the file to restore, I see an error message “Caution: This backup file may not be correctly formatted. Proceed only if you are sure.”

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This is caused by one of two things:

  • You renamed your backup and removed the word “backup” from the file name

  • You are trying to Restore a Bundle or another file

Troubleshooting steps to try in order:

  1. Check to make sure the file is a Backup file - not a Bundle and continue

Issue:  My Restore/Backup did not work

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  1. Do not click the Backup/Bundle/Restore button multiple times

  2. Wait 5 minutes then refresh your browser and check again

  3. Ensure you have the correct permissions - example: you cannot Restore Backups without the Workspace Permission “Admin” (see this article)

  4. Contact Motive Support with any details/error messages

Related Articles

Bundles and Backups: An Overview

Create a Bundle