Recovery

Understand sync, backup, restore, and demo data

Use live sync and backup correctly so recovery is safe and newer data is not overwritten by mistake.

Practical helpPublic articleOpen in app: /settings/backup

How to use this

Understand sync

Sync keeps devices aligned while you work.

Understand backup

Backup is a recovery copy for device loss, corruption, or rollback.

Link provider

Connect a supported drive/provider before relying on backup.

Run backup

Run backup and check success status/date.

Restore carefully

Restore only after checking company, date, and newer data risk.

Keep demo local

Demo data should be local-only and not sync to other devices.

Guided walkthrough

Backup and restore walkthrough

Open app to use guided help

Detailed guide

1

Use sync and backup for different jobs

Sync is day-to-day alignment. Backup is recovery. Do not use one as a substitute for the other.

2

Run backup before risky actions

Back up before large imports, major edits, device changes, or business handoff.

3

Read restore warnings

Before restore, check the backup date, company/workspace, provider, and whether newer data exists.

4

Keep demo data local

Demo/sample data should not pollute synced real data.

Before you finish, check this

  • Provider is linked and active.
  • Last backup status is success.
  • Restore target/company is correct.
  • Restore merge/replace behavior is understood.
  • Demo data is not synced.

Common mistakes to avoid

  • Thinking sync is a full historical backup.
  • Restoring an old backup over newer work.
  • Unlinking drive without checking file/backups status.
  • Using demo data to test sync.

Related articles

Open this in the app

After the Flutter Web app is deployed, this article can deep-link to /settings/backup or to the matching in-app help topic.

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Tags and coverage

Group: Recovery. This article is public help and does not access account data.