Before initiating a restore of your company data, it is crucial to ensure that you have a current backup of your company’s information. The restoration process will overwrite all existing data, and once this has been done, the overwritten data cannot be retrieved.
This is why we strongly recommend creating a new backup before restoring from an older one. This precautionary measure can help safeguard your data against potential loss during the restoration process.
To initiate the restore process, navigate to the top file menu and select the ‘Restore’ option.
Select the backup file you wish to restore.
If you have received the backup from DataSoft make sure you navigate to the location where you saved your download.
Here we have a choice of restoring to the existing company or create a new company from the backup.
Chances are you will select Overwrite existing company data.
If you choose to create a new company, the restore process will create a new company and leave your existing company alone. This is useful if you wish to retain the old companies data or want to create a sandbox company to experiment with.
Most of the times you will just need to restore the Company Data.
If you selected Create a new company using the restored data in the prior step, you should check all the options.
Verify the locations and make sure everything is correct. If not, go back and correct your restore options.
This is a confirmation screen to verify that you wish to continue. it will only display if you selected Overwrite existing company data.
That’s it. Your data should be restored. You may log in to your company and get back to work.
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