Backup & sync

Backup & sync keeps an independent copy of your restaurant’s data in a cloud storage account you own. You connect Google Drive or Dropbox once, pick which kinds of data to include, and a backup runs automatically every week — so if you ever need to look something up or recover it, there is always a recent copy safely outside the CRM.

Before you begin

Backup & sync is the Backup tab on the Settings page, reached from Settings in the left navigation. Opening Settings needs the Update restaurant permission, and the Backup tab additionally needs the Manage organization permission, so it is meant for organization admins. As the restaurant owner you have every permission by default; an employee sees this tab only once you grant them Manage organization.

How it works

There are three parts to backup & sync, and you set them up in order:

• A connected provider — the Google Drive or Dropbox account your backups are written to. Your data lands in your own account, and you stay in control of it.
• A backup configuration — a switch that turns automatic backups on, plus the list of data categories you want each backup to include.
• A history — a record of every backup that has run, whether it succeeded, and how large it was.

Backups run automatically once a week, every Monday, to the provider you connected. There is no button to make one on demand — you connect a provider, choose your categories once, and the weekly backup takes care of the rest.

The Backup tab. Connect a provider at the top, choose your data categories in the middle, and review past runs at the bottom.

Connect a cloud provider

1. Open Settings from the left navigation and select the Backup tab.
2. In the Cloud Storage card, click Google Drive or Dropbox.
3. You are taken to that provider to sign in and approve access. Approve it to continue.
4. You return to the Backup tab, where the Cloud Storage card now shows the connected account, an active status, the account email, and the date it was Connected since.

Before you connect, the Cloud Storage card offers Google Drive and Dropbox side by side. Pick one to start.

You can connect one provider at a time. To switch, disconnect the current one first, then connect the other.

Disconnecting a provider

To stop backing up to a provider, click Disconnect on the Cloud Storage card. Backups stop running until you connect a provider again. Disconnecting does not delete the backups already saved in your cloud account — they stay in your Google Drive or Dropbox exactly as they were.

Choose what to back up

Once a provider is connected, a Backup Configuration card appears below it.

1. Turn on Enable automatic backups. This is the master switch for the weekly backup — leave it on to keep backups running, or switch it off to pause them without disconnecting your provider.
2. Under Data categories, tick each kind of data you want included. Use Select All or Deselect All to set every category at once.
3. Click Save Configuration to store your choices.

The Save Configuration button stays greyed out until you make a change, and you must keep at least one category ticked for it to become active. When your settings are stored you will see a Backup settings saved confirmation.

Turn on automatic backups, then tick the data categories to include. Select All and Deselect All handle the whole list in one click.

The data categories

Each category covers a different part of your restaurant. Tick only the ones you care about, or select them all for a complete copy:

• Restaurants — restaurant configs, settings and addresses.
• Floor Maps & Tables — map layouts, table positions and capacities.
• Bookings — all bookings with their status and customer info.
• Service Periods & Time Slots — your availability configuration.
• Customers & Loyalty — customer profiles and loyalty points.
• Menus & Orders — menu structure and order history.
• Analytics — aggregated reporting data.
• Communication Logs — email and SMS delivery history.
• Audit Trail — the system change log.

Tip

When in doubt, use Select All. A full backup is the safest choice and the categories you rarely think about — like the Audit Trail or Communication Logs — are exactly the ones that are hardest to reconstruct if you ever need them.

Review your backup history

The Backup History card lists recent runs, newest first, so you can confirm at a glance that backups are actually happening. Each row shows:

• Date — when the backup ran.
• Status — completed, running, pending or failed.
• Size — how large the backup file was, shown in B, KB or MB.
• Categories — how many data categories that run included.

Before your first Monday comes around, this card reads No backups have been run yet. — that is normal for a fresh setup.

Backup History confirms each weekly run finished, with its size and how many categories it covered.

If a backup fails

If the most recent backup did not finish, a red Backup Failed banner appears at the top of the tab with the reason, and the run shows a failed status in the history.

• If the problem is with the connection — for example access was revoked on the provider’s side — the banner offers a Reconnect button. Click it to sign in to your provider again and restore the link.
• Otherwise the banner offers Dismiss to clear it once you have read the reason.

Caution

The most common cause of a failed backup is access being removed inside Google Drive or Dropbox itself, which leaves the connection in an error state. If backups suddenly start failing, reconnect the provider from the Cloud Storage card and the weekly schedule picks up again.

Related

Settings & administrationA tour of every Settings tab and who can change each one.

Roles, permissions & plansWhat the Manage organization permission unlocks and how to grant it.

Team & membersInvite people and decide who can reach admin-only settings like this one.