Backup and Restore in Upbooks #

Ensure the safety of your data by leveraging Upbooks’ Backup and Restore feature. This guide walks you through the process of creating backups, downloading them, and restoring data when needed.

Creating a Backup #

To create a backup in Upbooks, follow these steps:

1. Go to Organization Settings.
2. Click on the “Backups” screen.
3. Select “Create Backup.”

On the New Backup screen, you’ll see checkboxes for different entities (e.g., clients, vendors, invoices, orders). Choose the entities you want to include in the backup.

Once selected, click “Submit.” The backup process will be scheduled and may take up to 30 minutes, depending on the size of your data.

Once the backup is completed, you can download the backup file, which is a zip file containing JSON files for each selected entity (e.g., clients.json, vendors.json, invoices.json).