Help · Settings

How to import, export and manage data

Import and export, backups, recycle bin, activity log and storage.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Settings → Data administration.
  2. Bulk import (customers, items, invoices…) opens the import wizard.
  3. Export your data, or Export settings (JSON).
  4. Backups shows the backup status; Bulk delete or merge and the recycle bin let you tidy duplicates and restore deleted records.
  5. Activity log: who did what, when — with before → after values. Storage shows usage against your plan.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support