Help documentation

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. In Zoho Expense, you can back up the following:

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:

Backup your data 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:

Backup your receipts Backup your receipts

Note:  

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:

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