Backing up an organization

Backing up an organization

You can manually back up data for one or more company groups within an organization. For more information about company groups, see the article What is a company group?

To perform a backup:
  1. Access the Organizations page: File menu, Organizations .
  2. In the list of organizations, you have two options to launch the backup assistant:
    1. Right-click on the organization in question and choose Save :



    2. Select the relevant organization, then click the More button, represented by three small dots … in the top right corner of the page, and choose the Save option.

  3. The backup wizard will launch. The selected organization will be activated by default. You have the option to include other organizations in the backup. A right-click allows you to select or deselect all groups with a single click.

    If multiple organizations are selected, it will not be possible to choose specific company groups to back up; all company groups from the selected organizations will be included in the backup. Click Next .



  4. The "Please select the company group(s)" step appears only if a single organization was selected in the previous step. Choose the company groups to include in the backup. Right-clicking allows you to select or deselect all groups with a single click. Click Next .



  5. In the " Please define the backup settings " step:
    1. Click the Browse button represented by three small dots … to the right of the Folder field to choose the destination location for the backup.
    2. Enter a password (optional) to password-protect the backup and encrypt the data.



  6. In the "End of wizard" step, a summary of the backup information is displayed; click Finish to finalize the operation.



  7. Once the operation is complete, a file with a .cheelbackup extension is created in the destination folder.