Before changing equipment
Goal. Have everything needed for the CRM to run again on new equipment with the same data: the backup, the key that opens it, the purchase details and access to the connected accounts.
Prerequisites. The Administrator role on the current equipment. Backups must be active under "Settings" › "Backups", as described in the "Settings" category.
What to have at hand
| Item | Where it is | What it is for |
|---|---|---|
| The latest .zevli backup | In the Google Drive or OneDrive folder chosen as "Destination" | It holds the database and the documents |
| The private encryption key | Where you kept it when activating backups: password manager, downloaded file or printed card | Without it the backup cannot be opened; the provider does not know it |
| The "Purchase email" and the "Activation code" | In the purchase email | Activating and transferring the license |
| Access to the Google or Microsoft account of the destination | With whoever administers that account | Downloading the backup and reconnecting the cloud |
| The list of connected integrations | "Settings" › "Integrations" | Reconnecting them on the new equipment |
Checks on the current equipment
- Under "Settings" › "Backups", click "Back up now" and wait until the "History" shows it as "Successful".
- Click "Verify latest". The result "Intact · verified" confirms the backup can be opened.
- Note the "Fingerprint" of the "Encryption key" shown on the screen: it lets you confirm the stored key is the right one.
- Under "Settings" › "License", note the plan, the "Maintenance and service until" date and check the license reads "Active license". A transfer can only be done once every 90 days.
- Review under "Settings" › "Integrations" which accounts are "Connected" so you can redo them afterwards.
What happens to the previous equipment
- On confirming the license transfer, the previous equipment loses its connection to WhatsApp, Google, Microsoft and email through Zevli Connect. Its data remains on it until it is wiped.
- Keep the previous equipment switched off from the moment of the transfer, so it neither receives messages nor creates records the backup will no longer include.
- Client files stored in Google Drive or OneDrive do not depend on the equipment: they stay in the company's cloud.
Troubleshooting
- I cannot find the encryption key. Without the key the backup cannot be restored and the provider cannot recover it. Before changing equipment, on the current one use "Regenerate key", store the new key and make a new backup with "Back up now".
- The latest backup reads "Error". Check the reason under "Detail" in the "History"; the usual one is "The destination account is disconnected. Reconnect it in Integrations.". Fix it and repeat "Back up now".
- "Verify latest" fails. The backup at the destination does not match the recorded fingerprint. Make a new backup and verify it before the transfer.
- The license shows as expired. Renew maintenance with your provider before the transfer; the transfer needs an active purchase.
