Your account on our platform is automatically backed up daily. This ensures that you won't lose any data.
However, it can also be useful to create your own backup of this data. There are several methods available to create a backup.
Back-up account
To take a full backup of your account, all data from that account will be downloaded so that you can restore it at a later time. This backup can be restored to your current account (overwriting existing data) or to a new account (transferring the data to the new account).
When creating a backup, all data is collected and can be downloaded as a ZIP file. This backup file is primarily intended for restoring your account later, but it can also be used to convert your data to another format for upload into other software. However, please note that a backup file does not include (printed) PDF files of your invoices and other documents.
The following data is included in the backup:
- - Customers
- - Documents (invoices, quotes, receipts, purchase orders, delivery notes)
- - Subscriptions
- - Items
- - Layouts
- - Chart of accounts
- - Events
The following data is not included in the backup and must be manually transferred when migrating to a new account:
- - Settings
- - Users (Access management)
- - Modules
- - Notifications (cannot be transferred)
Note: If custom fields have been added via Settings > Advanced > Standard fields, ensure these are also added to the new account before uploading the backup. Otherwise, this data will be lost.
To create a backup file, go to "Account" > "Backup account" and click on "Create backup file". It is recommended not to modify any data while the backup file is being created. Download the backup ZIP file and keep it in a secure place.
To restore a backup, follow these steps:
1. Go to "Account" > "Backup account" again.
2. Select the backup file you want to restore.
3. Click on "Restore backup" to initiate the restoration process.
4. It is recommended not to modify any data while the backup is being restored.
Note the following points:
- When restoring the backup, all existing data in your account will be overwritten, except for settings, users, and modules.
- Timeline events will also be overwritten. Each event is linked to the user who performed the action; you can find this user associated with each event at the bottom of invoices, for example. During the restoration process, events will be linked to the correct user as long as the original user still has access to the account. If the backup is restored to a different account with different users, or if the original user no longer has access, events will be linked to the user performing the backup.
When restoring a backup, there are 2 advanced options available:
1. Replace data even if it contains errors: If the backup file contains erroneous data (e.g., a customer has no name), the backup process will be aborted. Enabling this option ignores these errors and adds the data that contains correct information. By activating this option, you may only partially restore the backup.
2. Only add new data and do NOT overwrite existing data: Existing data in the account will not be deleted, but data from the backup file will only be added. This option can be used when you want to merge data from two accounts. Ensure that there are no duplicate invoice numbers, or the backup restoration will fail.
Note: If the restoration of a backup fails, no data will be modified. In this case, all existing data in the account will remain intact, and no partially new data will be added.