How can I backup my data in elorus?
  • 16 Dec 2022
  • Contributors

How can I backup my data in elorus?


Article summary

Elorus enables you to export your entries, per type of record, for backup purposes.

You can create full backups for each of your record types from a dedicated tab on the "Application settings". These are the categories of records you may download to your computer:

  • Sales (Invoices, Credit notes, Estimates)

  • Purchases (Bills, Supplier credits)

  • Payments (Received, Sent, Incoming/Outgoing checks)

  • Time tracking (Projects, Tasks, Time entries)

  • Settings (Taxes, Document types, Numbering sequences)

  • General (Contacts, Products/Services)

Let's say, that, you wish to download a full record of your inventory.

From the "Settings-> Application Settings" menu you select "Backup" . This will take you to the "list of records" table. You can locate the "Products/Services" option under the"General" category.
exportBackup

By clicking "Backup products/services" a csv file containing a full record of your inventory items will be downloaded on your device.

You can see more regarding downloading in elorus here .

Tip: If you are trying to use the file in excel, make sure that your encoding is set as Unicode-8.


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