Backups and restore

A backup is a copy of your company's data at one moment: subscribers, plans, managers, cards, journals and settings. Restoring one puts everything back to that moment.

What a backup holds

Each backup file is sealed: it cannot be edited without the change being detected, and it is encrypted. A backup you take contains only your own company's data.

What happens when you load a file depends on whose file it is:

• Your own backup is a real restore: your data is replaced by the backup's (see below).
• A backup from another workspace (for example from a branch or an old account) is an import, not a restore. Its rows are added to your data under new numbers; nothing of yours is deleted. If an imported subscriber username or card code already exists in your workspace, the whole import stops and you get a list of the clashes, so you can fix them first.

You confirm both the same way: by typing RESTORE. The confirmation does not show which workspace the file came from, and its wording describes a replacement even when the file will be imported. The panel decides by itself, from the file, whether it restores or imports. If you are not sure whose file it is, do not load it.

Automatic backups

Turn on the schedule in Settings → Automatic schedule and pick a time. How many automatic backups are kept is set there, up to the maximum your subscription allows; the oldest automatic one is removed when a new one is made.

Backups you take by hand, backups you upload, and the safety backup taken before every restore are never removed automatically. Delete them yourself when you no longer need them.

A copy in your own Google Drive

In the backup settings, choose Connect Google Drive and sign in with your own Google account. Backups are then also copied to a folder in your Drive, so you hold a copy outside our service. Test checks the connection; if it fails later, Reconnect fixes an expired permission.

Restoring

Open Tools → Backups & restore, choose a backup and press Restore. You have to type RESTORE to confirm.

Before anything changes, a safety backup of the current data is taken. Then your data is replaced by the backup's. Anything created after that backup was made — new subscribers, activations, payments, card sales — is no longer in the panel. The safety backup still holds it if you need to look something up.

Restore only to undo a real mistake, and pick the newest backup from before the mistake.

Restoring from a file

Upload & restore accepts a backup file from your computer, up to 64 MB. The file is checked before it is stored. Your own file restores (replaces); a file from another workspace imports (adds). Both ask for the same RESTORE confirmation, which does not say where the file came from. A file that was modified after it was made, one sealed outside our service, or one larger than 64 MB is refused.

If it did not work

• The Drive copy is missing. Open the backup settings: if the status shows an error, choose Reconnect. The local backup is still valid.
• An uploaded file is refused. It was changed after it was made, it was not made by our service, or it is larger than 64 MB. A file from another workspace is not refused for that reason — it is offered as an import.
• An import stopped with a list of clashes. Some usernames or card codes in the file already exist in your workspace. Rename or remove them on one side, then import again.
• Old backups keep piling up. Only automatic backups are removed. Delete manual and safety backups by hand.