Data management·
Backup and restore
How to export / import the local DB, and how to decide when a backup is needed.
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 (redundant on the cloud side) |
For fully local operation (sync OFF), we recommend backing up at least once a month.
Creating a backup
- Open Account settings → Backup tab
- Click the "Download" button
- Choose a destination in the share sheet (iCloud Drive, AirDrop, email, external SSD, etc.)
The backup file is in .db format (an encrypted SQLite database). File sizes range from a few MB to a few hundred MB (depending on the size of your business).
Restoring data
- Open Account settings → Backup tab
- Tap the "Restore from file" area
- Select the backup file (
.db) - Choose "Restore" in the confirmation dialog
- Restart the app
Note: Restoring overwrites your current local data. We recommend backing up your current data beforehand as well.
Backup file encryption
The backup file 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.
Exporting in the cloud version
Because the cloud version has no local DB, it provides the following instead:
- 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 → Export.
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)