Prepare for a switch
Keep useful Atera history available while teams learn a replacement system.
MSP PSA · Vendor guide hub
Atera export, import and migration guides
Explore native tools for moving Atera records, preparing a usable archive and recovering deleted information.
Choose a native Atera workflow
Work through an outage
Look up a previously captured ticket, customer, or billing record while the source is unavailable.
Review an absent record
Open the last captured version of a record after it no longer appears in a later successful backup.
Records to assess
Atera business-record context
- Tickets, comments, and attachment references
- Customers and contacts
- Contracts and rates
- Billing and invoices
Atera documents report/CSV options and JSON API access; report output and API resources serve different archive needs.
Backup preparation
- Create targeted API key using least privilege.
- Add the tenant, region, or subdomain details described in the credential guide.
- Validate the connection and choose supported record groups.
- Run a manual backup, then review collection results before relying on the snapshot.
Plan the full data lifecycle
Choose a native export method, check the destination importer, and validate a sample before cutover. Preserve readable source history for later client questions.
Invitation only
Keep Atera history within reach
BackupPSA is invitation only. Join the waitlist and we’ll contact you about your invitation.