Backup Data

If you would like to have a soft copy of your existing organizational data in Zoho Spend, you can backup your organization’s data, including expense reports, bills, payroll information, and other transactions, in the .csv format.

To initiate backup:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Backups under Developer & Data.
• Under the Data Backup tab, click Backup Your Data to initiate backup.
• You will see a popup displaying the email address to which the link to download your data will be sent.
• Click Continue to proceed further.
• In the page that follows, you will see the success message for your newly initiated backup. You can also see the status of your backup from the Backup History section.

Once the backup is completed, you will receive the download link delivered to your mail. This might take 30 minutes approximately. You can also download your backed up data from the Backup History section.

Backup Documents

You can export your organization’s documents in the .zip format.

To initiate backup:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Backups under Developer & Data.
• Navigate to the Receipts Backup tab and click Backup Your Data to initiate backup.
• You will receive a popup where you can specify a date range to backup the documents.
• Click Continue to proceed further.
• In the page that follows, you will see the success message for your newly initiated backup. You can also see the status of your backup in the Backup History section.

Once the backup is completed, you will receive the download link as an email. This might take 30 minutes approximately. You can also download your backed up documents from the Backup History section.