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Admin & security

Backups and restores

Take a snapshot of your organisation's data and restore it if something goes wrong.

Written By Karl

Last updated About 9 hours ago

Backups let you save a snapshot of your organisation's data, for example before a large import or a restructure, and go back to it if needed.

Who can do this: Administrators.

Where: Settings β†’ Organization β†’ Backups

Take a snapshot

  1. Select Create snapshot.

  2. If your organisation uses entities, choose the Scope: the whole organisation or one entity.

  3. The snapshot appears in the list when it's ready.

Restore a snapshot

  1. Select Restore next to the snapshot.

  2. Read the summary of what will change.

  3. Type RESTORE to confirm.

Before restoring, Evenpay takes a safety snapshot of your current data automatically, so you can go back if the restore wasn't what you wanted.

Download and import

  • Download saves a snapshot file to your computer.

  • Import uploads a snapshot file you downloaded earlier.

  • Delete removes a snapshot.

Good to know

  • Snapshots are kept for 90 days, and up to 20 at a time. To change these limits, contact support@evenpay.io.

  • A snapshot is encrypted with your organisation's own key, so it can only be imported back into the same organisation.

  • Restoring replaces current data with the snapshot's data. Changes made since the snapshot are lost, apart from what the safety snapshot keeps.

  • For entity backups, see Backups and the audit log by entity.

  • For our AI and security commitments, see the Evenpay Trust Center.