How to back up and restore your records

Open Settings, then Backup, and press Download backup.

It saves a copy on the server and downloads a CSV file. To go back, press Restore on a line in Backup history. Both need the internet.

Back up

Take a backup

Step 1 of 3

Open the page

Go to Settings, then Backup, on an owner login with the internet on. Staff logins do not see this page.

Step 2 of 3

Download backup

Press Download backup. The app saves a copy on the server and downloads a CSV file that opens in Excel or Google Sheets.

Step 3 of 3

Keep the file safe

Copy the file off the counter computer: a pen drive, or your own email. Do this at the end of each 10-day period.

Restore

Bring records back

Step 1 of 3

Find the date

The history lists each saved copy by Date, Size and File.

Step 2 of 3

Press Restore

Press Restore on the line you want. A box shows the date.

Step 3 of 3

Confirm

Press Restore backup. Your current data is replaced: suppliers, milk entries, settings, rates, billing and stock. The app saves a safety copy of today's data first, then refreshes.

Three limits to know

Restore works from that list, and the CSV is for reading in Excel. Saved copies there are cleared after 30 days. If your plan ends the app locks and nothing can be downloaded, so take one first.

Where your data is kept

Questions