Backup, auto-backup and restore

A full backup is a single file with all your items, customers, invoices, purchases and expenses. Keep one safe, schedule automatic backups, and restore from a backup when you need to.

Where to find it: Settings → Export Data (Premium)

Download a full backup

Under Full Backup click Download Full Backup. The file includes all items, customers, invoices, purchases and expenses, with your logo and stamp. The card shows when the last backup was made.

Automatic backups

1. Under Auto-Backup Schedule, tick Enable automatic backup.
2. Choose how many to Keep latest (3, 5, 10, 15, 20 or 30 backups) and the time it should run daily at.
3. Click Save Schedule.

A backup is then made every day and stored on the server. When the limit is reached, the oldest backup is deleted automatically. Stored Auto-Backups lists them, and Backup Now makes one straight away.

Restore or import

1. Under Import Backup, drop your file on the box or click Browse file. You can use a Billing Saathi backup (.json) or a .csv / .xlsx sheet.
2. When it says File ready to import, click Import Now.

Customers, items and invoices that already exist are skipped, so your existing data is never overwritten. That also makes it safe to import the same file twice.