Protect
The Vault
Your funnels, contacts and courses live on someone else's servers. The Vault keeps your own copy — browsable, restorable, and refreshed on a schedule.
Supported platforms
| Platform | Connection | Typical data |
|---|---|---|
| ClickFunnels | API key | Funnels, contacts, tags |
| GoHighLevel | OAuth | Contacts, pipelines, campaigns |
| Kajabi | API key | Products, offers, members |
| Mailchimp | API key | Audiences, campaigns, tags |
| Planning Center | OAuth | People, households, lists |
Connect a platform
Go to Vault → Connections → New Connection, pick the platform, and authorize (OAuth) or paste your API key. Credentials are encrypted at rest — the connection is validated before it saves, so a typo fails fast instead of failing silently later.
Run a backup
Start a backup from Vault → Backups. The Vault pages through your platform data and stores everything as a snapshot — a complete, point-in-time copy. Large accounts are processed in the background; you can watch progress live.
Browse snapshots
Open any snapshot in Vault → Snapshots → Browse to inspect what was captured, down to the individual record — every funnel, contact, tag or course, with its full data.
Restore
Deleted a funnel? Broke a tag structure? Pick the items in a snapshot and restore them back to the platform from Vault → Restores. Restores run in the background and report per-item results, so you know exactly what went back.
Schedules
Set a schedule in Vault → Schedules and backups run automatically — as often as every 6 hours. Set it once and your stack stays protected without you thinking about it.
Long-term archives
Older snapshots can be moved to cold archival storage. They stop counting against your active storage but remain retrievable when you need history.
Teams
Share a connection with your team from the Connections page. Teammates can run backups, browse snapshots, restore, and manage schedules on shared connections — while credentials, connection deletion, and sharing stay with the owner. Invite members by email from the Teams page; invitations expire after 7 days.
Notifications
Get notified when vault operations finish or fail — configure in Settings → Vault notifications:
- Webhook — we POST JSON to your https URL for the events you pick (backup, restore, and archive completed/failed). Every payload is signed with HMAC-SHA256 using your webhook secret; verify the
X-MLS-Signatureheader. - Email — a concise summary to your account email.