Request a workspace data backup
Open **Settings → Data Backups**. Your role needs access to view and create backups, plus permission for the datasets you select. If the feature is unavailable for the workspace, ask its administrator.
Create backup
1. Choose **Create backup**.
2. Under **Data to include in the backup**, select the offered **Clients**, **Services**, **Orders**, **Invoices**, or **Ledger** datasets. Your permitted selection may be smaller. **Back up all data** selects the offered datasets.
3. Use **History → All history** or **Date range**.
4. When using a range, select its start and end dates in the date-range picker.
5. Review **Format**, then submit with **Create backup** and wait for the queued confirmation.
What the archive contains
The current request format is CSV files packaged in a ZIP. The Invoices dataset includes recorded payments and Services includes catalogue pricing. Date filters apply to orders, invoices/payments, and ledger entries. Clients, services, and wallet balances reflect their current records rather than a historical reconstruction for the selected dates. This is a selected-data export, not a full application/database restore package.
Request timing
One backup can be requested per workspace every seven days. If a request is already queued or processing, use that request and follow its status. The screen shows when another request is allowed. Changing dates or selecting fewer datasets does not bypass that workspace limit.
Privacy and completeness
Stored authentication and provider credentials are excluded. Submitted details and replies may contain redaction markers. Keep the downloaded data restricted to authorized people; ordinary client details and financial records can still be sensitive.