Data Backup | User Guide | Zoho Inventory

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<li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a 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href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a 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href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Made</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-made/payments-made.html">Payments Made</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Credits</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-credits/index.html">Overview - Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/manage.html">Manage Vendor Credits</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Dropshipment</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/drop-shipments/drop-shipments.html">Dropshipment</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Backorder</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/backorder/backorders.html">Backorder</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Transaction Approval</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/transaction-approval/transaction-approval.html">Overview</a> </li> <li > <a href="/inventory/help/transaction-approval/transaction-approval-process.html">Approval Process</a> </li> <li > <a href="/inventory/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Contextual Chat</a> <ul class="sub-menu nav nav-stacked" > <li > 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nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="backup-your-data">Backup your data</h1> <p>You can export your complete organizational data as a single compressed file from Zoho Inventory. The compressed file will consist of CSV files that belong to various modules of Zoho Inventory.</p> <blockquote> <p><strong>Note:</strong> Only the <strong>Admin</strong> role users can initiate a data backup.</p> </blockquote> <p>To initiate a data backup:</p> <ul> <li>Go to <strong>Settings</strong> (Gear icon).</li> <li>Click <strong>Data Backup</strong>.</li> <li>Click the <strong>Backup Your Data</strong> button to initiate backup.</li> </ul> <p><img src="/inventory/help/images/settings/data-backup-1.png" alt="Backup Data Button"></p> <ul> <li>Click <strong>Continue</strong> to proceed backup to the mentioned email address.</li> </ul> <p><img src="/inventory/help/images/settings/data-backup-2.png" alt="Backup Continue"></p> <p>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 <strong>Backup History</strong> section.</p> <p><img src="/inventory/help/images/settings/data-backup-3.png" alt="Backup Success"></p> <ul> <li> <p>Once the backup is finished, you will receive the download link to your email. This might approximately take 30 minutes.</p> </li> <li> <p>You can also download your backed up data from the <strong>Backup History</strong> section.</p> </li> </ul> <p><img src="/inventory/help/images/settings/data-backup-4.png" alt="Backup File"></p> <blockquote> <p><strong>Note:</strong></p> <ul> <li>The download link will expire 30 days post the date of your backup.</li> <li>Once you have initiated a backup, you can’t initiate another backup within the next 15 days.</li> </ul> </blockquote> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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