Backups
Snapshot a company's data and files, restore it in place with one-click revert, or stand up a new company from a demo template.
A backup is a single snapshot of one company: its records, and optionally the files it has uploaded. You make one from Settings → Backups, and you do two things with it. You restore it over the same company to undo a bad change, or you use it as the starting data for a brand-new company at sign-up. Same file, two jobs.
Backups are available to anyone with permission to manage Settings.
A backup is not disaster recovery
This is a per-company snapshot for cloning environments and undoing a bad change, not a full database dump, and there is no scheduling or point-in-time recovery. Treat it as a working tool, not your only copy.
What a backup contains
A backup captures the company's business data across the whole app: sales, purchasing, items, production, accounting, quality and people. The i button next to "Create a backup" opens a "What's in a backup" summary with a live count per area.
Secrets never travel
API keys, integration connections and webhooks are deliberately left out of every backup, so a restored or cloned company never carries another company's credentials. Re-connect your integrations after a restore.
When you export, Include offers two options:
Create a backup
On Settings → Backups, the "Create a backup" card snapshots the company's data. Give it an optional label, choose Data only or Data + files, and select Create backup. It runs in the background and the finished file appears in the list below, where you can download or delete it.
Restore in place
Restoring replaces the current company's data with a backup. In the "Restore from a backup" card, pick a Source backup, choose whether to also restore its files, and select Restore.
It is safe to try. Before anything is replaced, Carbon automatically snapshots the company's current state, so a restore is always reversible. When it finishes, the "Restored — review" card asks you to decide:
- Keep accepts the restored data.
- Revert rolls the company back to the snapshot taken just before the restore.
One restore at a time
A restore stays open for review until you keep or revert it. Starting another beforehand is blocked, so the revert always returns you to the state from just before the last restore.
Start a company from a template
The same backups power onboarding. When you create a new company, the industry step asks how to seed it:
A demo template is just a ready-made backup, one per industry, imported into the fresh company.