Download a full copy of your store
Download every item, customer, bill, udhaar entry and day book as one Excel workbook or a ZIP of CSV files, to keep a backup, give your accountant, or move your data.
What this page is for
Your data is yours. This page downloads all of it in one go, so you can keep your own copy, hand it to your CA, or move to another system.
You need the Download full backup permission; only the Owner role has it at first. A support person signed in to your store can't download it.
Download a backup in 3 steps
- 1
Check what's included
What's in the file
The list shows exactly what your file will contain. Lines under it say what is left out because your role can't see it, like cost or wholesale prices.
- 2
Pick a format
Download
Excel workbook (.xlsx) has one sheet for each kind of data — best for opening on a computer. Backup (.zip of CSV files) has one CSV file for each kind of data, plus a README — best for moving to other software.
- 3
Tap it and wait
The page says Preparing your file and the download starts in a moment. A large store can take a few minutes; keep the page open until the download finishes.
The file holds your customers' phone numbers and your sales. Store it safely and don't share it.
What the file contains
- Items: sizes and colours, prices, barcode and stock at each location.
- Customers: phone, email, credit limit and udhaar due.
- Bills and online orders: totals, GST, each item and how it was paid.
- Udhaar ledger: every credit sale and payment.
- Day book: till sessions, cash counted, cash in and out.
- The Items sheet uses the same columns as item import, so you can upload it back on Products → Import.
What the labels on this page mean
- What's in the file
- The kinds of data your file will contain. It follows your role: items need View products, customers and udhaar need View customers, bills and the day book need View orders.e.g. A role without See cost prices gets items without cost.
- Excel workbook (.xlsx)
- One Excel file with one sheet for each kind of data.e.g. Open it in Excel or Google Sheets.
- Backup (.zip of CSV files)
- A ZIP with one CSV file for each kind of data, plus a README that explains them.e.g. Give it to a developer moving your data.
- Download
- The two download buttons. The whole store can export once every 10 minutes (the page shows the exact wait). Each export is written to the Audit log with who downloaded it.e.g. Last export 24 Oct, 6:10 pm by Priya.
Make it a habit Download an Excel backup once a month, for example on the 1st, and keep it in a safe folder. It takes a minute and covers you if anything goes wrong.
Read next
Common questions
- It says an export was made a moment ago.
- The whole store can export once every few minutes, 10 by default. Wait the minutes shown and try again.
- Why are cost or wholesale prices missing from my file?
- Your role can't see them, so they are left out. Ask the owner, or have the owner download it.
- I can't open this page.
- Your role needs Download full backup. Only the owner has it at first; they can add it in Roles & permissions.
- Which format should I choose?
- Excel workbook for looking at your data yourself. The ZIP of CSV files for moving to other software.
- The download stopped or failed.
- Try again after the waiting time. Keep the page open until the file finishes; a large store can take a few minutes.
- Can I put the items back in after editing them in Excel?
- Yes. The Items sheet uses the same columns as item import. Upload it on Products → Import.
- Who can see that I downloaded a backup?
- Every export is written to the Audit log with the person's name, and the page shows the last export.
- Can support download my data?
- No. A support person signed in to your store can't download a full backup. Only your own team can.