Backup and restore

When you need a backup

Situation	Backup
Desktop + cloud sync ON	Optional, since the cloud is a copy
Desktop + cloud sync OFF	Required (device failure = data loss)
Mobile alone	Required
Cloud version only	Not needed (already protected at the infrastructure level; if you want a self-serve restore point, you can also enable the automatic backup described below)

For fully local operation (sync OFF), we recommend backing up at least once a month.

Creating a backup (desktop / mobile)

Location: Space settings → Data → "Backup"

• Desktop: Click "Save backup" to export all of the space's data as a ZIP file. Choose the destination in your OS's save dialog
• Mobile: Tap "Download" to export the space's local database (.db format), then choose a destination in the share sheet (iCloud Drive, AirDrop, email, external storage, etc.)

File sizes range from a few MB to a few hundred MB (depending on the size of your business).

Restoring data (desktop / mobile)

Location: Space settings → Data → "Backup"

• Desktop: Click "Select file" to choose a ZIP file, review the preview of how many records will be restored, then run "Restore"
• Mobile: Select the backup file (.db) and choose "Restore" in the confirmation dialog

Both platforms require restarting the app after restoring.

Note: Restoring overwrites your current local data. We recommend backing up your current data beforehand as well.

Backup file encryption (mobile)

On mobile, the backup file (.db) uses the same encryption as the local DB. Restoring requires logging in with the same account. Even if a third party obtains the file, they cannot read its contents.

Desktop ZIP backup files are not encrypted. Store them somewhere a third party cannot access.

Cloud version backups (Space settings → Data → "Backup")

Because the cloud version has no local DB, Space settings → Data → "Backup" lets you save and restore all of a space's data as a single unit.

• Manual backup: Click "Save to cloud" to create a backup on the spot, any time. You can also download it to keep locally. Manual backups are kept indefinitely
• Restore: Restore from an entry in the history, or upload a backup file you saved locally. You can preview the contents before restoring

Daily automatic backup (per-space opt-in, off by default)

If you want a backup to be taken automatically every day, you can turn on "Daily automatic backup" for each space.

• Off by default. You need to explicitly enable it for each space where you want it
• Once enabled, it automatically backs up all of that space's data every day at 1:30 AM (Japan time)
• Automatic backups keep the 7 most recent generations; older ones are deleted automatically (manual backups are unaffected and remain kept indefinitely)
• Automatic backups appear in the same history list as manual ones, and can be downloaded or restored the same way

Because automatic backup is a recurring operation that duplicates an entire space's data, it is not turned on by default — only the spaces that need it should enable it. If you are unsure whether to enable it, base the decision on how quickly you want to be able to restore that space's data yourself.

This toggle is a cloud-only feature. For desktop / mobile, use the manual export described above to back up your local DB.

Other data exports

Separate from the full-space backups above (which exist to support restoring), you can also export individual data sets:

• Export of each data set in CSV / Excel format (HR, attendance, accounting, etc.)
• Download of audit logs
• Download of financial statement PDFs / XBRL

You can obtain these from Space settings → Data → "Data Management".

Cases where restore is not possible

• The backup file is corrupted
• The app version is far removed from the version at the time the backup was taken (incompatible schema)
• You are trying to restore one account's backup under a different account (the encryption keys differ; applies to mobile local backups only)