Best practices for your Klonup backups

Choose the right frequency: schedule each backup daily, weekly or monthly depending on how often your data changes.

Run backups at quiet times of the day so they don't interrupt your work in Smartsheet.

Control how many copies you keep: every backup takes space in your account — decide how many to retain.

Only enable what you need: turn on filters, forms, cell links or shared permissions only if they're essential.

Do a manual backup first to test your configuration before automating.

Check that the access key and account location are correct in the Connection.

Don't include more than 5 workspaces or folders per task: smaller tasks are easier to monitor and more stable.

It is not advisable to configure more than 10 tasks per Connection: the Smartsheet licence could become overloaded. Here's a quick calculation: 10 tasks × 5 workspaces or folders × 2 copies = 100 Workspaces, plus the originals. If you keep more than 2 backup copies, this number will keep multiplying.

Use one or more dedicated licences for backups so you don't clutter someone's personal account with extra workspaces.

Deactivate or delete old tasks you no longer need.

Use roles properly: Administrators create Connections and manage users; Backup Managers set up and run backups.

Check notifications and history to stay aware of any issues.

Make a backup before important changes in your workspaces.