Learn the essentials of how to take a WordPress backup effortlessly. Text reads "How to take a WordPress backup" with stylized "KS" in the bottom right corner.

How to take a WordPress backup

Written by Kim Scotland

Table of Contents

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Knowing how to take a WordPress backup is important for any WordPress website owner. It’s by no means an exciting task but, trust me, you’ll be grateful for it if anything does go wrong. Whether it’s a dodgy plugin or you accidentally delete something, having a backup means you can easily revert to a recent version of your website.

This post contains affiliate links. If you buy through these links I will get a small commission at no extra cost to you. I only recommend products that I use and love or products that I want to try.

Why are backups important?

No one likes to think about bad things happening to their website but you need to be prepared just in case.

Taking regular backups protects you from losing pictures, blog posts and pages if your site is hacked or your hosting provider has any issues.

For example, when installing a new theme on my other site, I accidentally reset the theme options after 2 or 3 hours work. I was overconfident and didn’t back up beforehand, because I thought I knew what I was doing. Ever since then I always take a backup before making major changes. The moral of the story? Don’t be like me – backup your files.

How often should you take a WordPress Backup?

There’s no right or wrong answer here. It depends on how often you make changes to your website.

  • If you’re updating content daily, consider a daily backup.
  • If you update weekly or monthly, then weekly or monthly backups should suffice.
  • Always take a backup before making major updates, such as updating themes, plugins, or your WordPress version. While updates are crucial for security, having a backup ensures you can restore your site if something goes wrong.

How to take a WordPress backup?

So now I’ve banged on about how important backups are, we get to the juicy bit. I’m going to give you a brief overview of different ways to back up your WordPress website.

In an ideal world you’d make use of both of these options, having your host take regular automated backups as well as taking them yourself will make sure you have all bases covered.

1. Backup through your hosting provider

A good hosting provider will offer automated backups, but you should check to check how often and how easy they are to for you to access them.

Siteground takes daily automated backups and lets you restore them with a few clicks of a button.

Backup using a plugin

UpdraftPlus is my preferred WordPress backup plugin. It lets you to schedule daily, weekly, or monthly backups and store them in locations like Google Drive, Dropbox, or Amazon S3. The free version automates backups but doesn’t let you choose an exact backup time but it’s never been an issue for me.

UpdraftPlus is one of 9 plugins I recommend all business owners install on their websites.

Having a copy of your backup, separate from your website, makes sure that even if your website crashes, your files and data are safe and recoverable.

Taking a backup with UpdraftPlus

Here is a step-by-step guide to installing the WordPress backup plugin UpdraftPlus and then how to use it to take a backup with it.

Login to your WordPress dashboard. Hover over the Plugins menu and click on Add New

Screenshot of a WordPress dashboard showing the Plugins section. The "Add New" option is highlighted in the dropdown menu under "Plugins," your first step before you take a WordPress backup to ensure your site's safety and functionality with new features.

Type UpdraftPlus

The WordPress dashboard reveals the "Add Plugins" page, showcasing options like Classic Editor and Akismet Spam Protection. The search bar displays "UpdatePlus." Before proceeding, ensure you take a WordPress backup to protect your site's data during plugin updates.

Click on Install then Activate against UpdraftPlus WordPress Backup Plugin

Screenshot of a WordPress plugins page highlighting "UpdraftPlus WordPress Backup Plugin" ready for activation, perfect for when you need to take a WordPress backup. The "Exclude Image Thumbnails From UpdraftPlus Backups" option is also visible.

Hover over the UpdraftPlus menu at the top of the screen and click on Settings

Screenshot of a WordPress plugins page highlighting "UpdraftPlus WordPress Backup Plugin" ready for activation, perfect for when you need to take a WordPress backup. The "Exclude Image Thumbnails From UpdraftPlus Backups" option is also visible.

Choose a place where you want any backups to be stored.

A software settings page displays storage options including Google Drive, Dropbox, and Microsoft Azure. The Google Drive button is highlighted, offering a convenient choice to take a WordPress backup seamlessly.

They’re likely to be too big for an email attachment so I recommend you don’t choose that option. Here I’m going to demonstrate using Google Drive.

Click on Save Changes

The WordPress settings page for UpdraftPlus now includes an option to take a backup and save changes. Below, find information about UpdraftCentral alongside a button to connect your site to UpdraftCentral Cloud.

Click on Sign in with Google

Screenshot of a remote storage authentication prompt asking to take a WordPress backup by authorizing Google Drive access with a "Sign in with Google" button.

Choose your Google account

Click on Allow

Screenshot of UpdraftPlus requesting permissions to access Google Drive files, with options to cancel or allow access. Ensure seamless backups by allowing access, so you never miss a beat when you need to take a WordPress backup efficiently.

Click on Complete setup

Screenshot of an UpdraftPlus setup page for Google Drive, highlighting a "Complete setup" button. Follow the instructions to authorize the app via a link and take a WordPress backup effortlessly.

Click on Backup / Restore

A screenshot of a dropdown menu under "UpdraftPlus" showcases essential options like "Backup / Restore" for those looking to take a WordPress backup, alongside "Migrate/Clone," "Settings," "Advanced Tools," "Extensions," and the premium features.

Click on Backup Now

Blue button labelled 'Backup Now'

Click on Backup Now

Close-up of a computer interface with options to "Backup Now" and "Cancel," perfect for those looking to take a WordPress backup.

You’ll the backup in a folder named UpdraftPlus in the location (Google Drive, DropBox etc.) you chose to back up to.

Testing your backup

Taking backups is great but you need to test them, if you can.

If your hosting provider includes a staging site as part of your plan it’s a good idea to periodically restore a backup to a staging side to check everything works as it should. This should prevent any unpleasant surprises if and when you need to restore your site from a backup if the worst should happen.

Summary

Taking regular WordPress backups is important to make sure you don’t lose any content if something happens to your website.

Whether you choose to rely on your hosts backups or you take them yourself as well (recommended) the most important thing is to backup consistently. For a lot of people, using a plugin like UpdraftPlus, demonstrated above, is the easiest way to automate this boring but vital task.

Need Ongoing Support?

Taking and managing WordPress backups is just one part of keeping your website in top condition. With my website care plans, you get peace of mind knowing that your site is regularly backed up, updated, and scanned for security threats by an expert. I’ll handle them for you, so you can focus on serving your clients and doing the money making tasks in your business. Learn more about my care plans here.

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