Backups & Restore

Beyond Trash, Invy gives you a full, downloadable backup of your organization’s data — useful before a big change, for your own records, or as a safety net.

Where to find it

Open System Settings → Organization, scroll to the Backup & restore card, and click Open.

Exporting a backup

1. Open the backups page.
2. Click Download backup.

The export runs in the background — you’ll see a progress toast, and the finished archive downloads automatically when it’s ready. It contains your organization’s full data (folders, items, units, history, and so on), not just a single table or report.

Restoring a backup

Restoring is deliberately a two-step process — nothing is written on the first submit:

1. Open the backups page, under Restore from a backup, upload a previously exported archive.
2. Click Restore backup. Invy runs a dry run and shows a Confirm restore preview — the organization and date the archive came from, and counts of what it will add, will update, and leave unchanged — without writing anything yet.
3. Review the preview, then confirm to actually run it.

A restore only merges data back into the same organization the archive came from — it won’t let you load one org’s backup into a different org. Nothing is ever deleted by a restore: existing records are only updated if the backup holds a newer version, never removed.

Automatic nightly backups

Beyond on-demand exports, Invy takes a scheduled backup automatically every night and keeps 14 days of history. The backups page lists each one — when it was taken, how many records and files it covers, and its size — so you always have a recent recovery point even if you never click Download.

Next steps

• Understand the audit log for a day-to-day change record — backups are for point-in-time snapshots, not ongoing tracking.
• Review who can access backups — this is a System Settings–level capability.