Data Backup

If you would like to have a soft copy of your existing organizational data in Zoho Expense, you can do so by downloading your data.

Back up your Organizational Data

You can back up all your organizational data as a compressed file. The compressed file will consist of CSV files that belong to various modules of Zoho Expense.

To initiate backup:

  1. Navigate to the Admin module on the left sidebar.
  2. Select Settings and click Backups.
  3. Next, click the Data Backup tab present on the left side of the page.
  4. Click Back Up Your Data to initiate backup. Backup your data
  5. You will see a pop-up displaying the email address to which the link to download your data will be sent.
  6. Click Continue to proceed further. Backup your data

In the page that follows, you will see the success message for your newly initiated backup. You can also see the status of your backup from the Backup History section.

Backup your data

Once the backup is completed, you will receive the download link delivered to your mail. This might take 30 minutes approximately. You can also download your backed up data from the Backup History section.

Note: The download link for your backed up data will expire 30 days post the date of your backup. Also, once you initiate a backup, you cannot back up your data for the next 15 days.

Back up your Receipts

Similarly, you can also export your receipts as a ZIP file. The compressed file will contain the approved receipts of your Zoho Expense account.

To initiate the backup:

  1. Navigate to the Admin module on the left sidebar.
  2. Select Settings and click Backups.
  3. Next, click the Receipts Backup tab present on the left side of the page.
  4. Click the Back Up Your Receipts button to initiate backup. Backup your receipts
  5. You will receive a pop-up where you can specify a date range.
  6. Click Continue to proceed further. Backup your receipts

Note:

  • The receipts should be attached to the expense reports, provided they had been approved during the specified date range.
  • The receipts for the specified date range will be downloaded only if they are less than 4 GB.

In the page that follows, you will see the success message for your newly initiated backup. You can also see the status of your backup in the Backup History section.

Backup your receipts

Once the backup is completed, you will receive the download link as an email. This might take 30 minutes approximately. You can also download your backed up receipts from the Backup History section.

Note:

  • The download link for your backed up receipts will expire 30 days post the date of your backup.
  • You can back up your receipts only 6 times a month.