Table of Contents

Backup/Restore Data

Backup Locations

You can back up your CFS data anywhere on your computer, to external drives, and network drives.

You can back up your data to a mapped network drive, even if you have a single-user license.

Backing Up

  1. If backing up to portable media such as a thumb drive, insert it now. Otherwise, go to the next step.
  2. Click Utilities > Backup Data (or Backup Selected Clients) from the Utilities menu.
    The Backup Data utility will back up your primary data (the database folder), as well as auxiliary and control information, such as preparer database and custom labels.
  3. In the Backup Data dialog, select a drive.
  4. Select a folder to back up to. If this is the first backup being made, click Create Folder.
    Backup folders must be empty before being set as a backup location.
    1. If the path under Backup To is valid, the pathname will be BLUE.
    2. If the pathname is RED and the Next button is disabled, the designated folder already contains data. Choose a different location.
  5. Click Next.
  6. Select one or more clients you wish to back up, or click Select All to back up all clients:
    You can hold ctrl on your keyboard to select multiple clients.
  7. Click Finish.
  8. Click Yes to confirm the backup.
    Once the backup is successfully completed, you will be asked if you want to set this directory as the location for Automatic Backup.

    Automatic Backup can be enabled by checking a box on the Configuration Options screen. See How do I configure automatic backup?)

Restoring backed-up data

  1. Click Restore Data (or Restore Selected Clients) from the Utilities menu. Navigate to your backup location.
  2. Click Next, then select the clients you wish to restore, or click Select All to restore all clients:
  3. Check boxes for other options, then click Finish to restore.
    Backups will override data if it is already present. Make sure your backup is up-to-date or you may have significant data loss.

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Backup Considerations

CSV Import Guidelines

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