Manage Labs - Backups

Keep a copy of your inventory or recent order history outside Quartzy. Select how often you want backup files to be emailed to you!

1. On the top left side of the toolbar, click on All Groups (or the Group name) and then click Manage.

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2. Select the Group you want to receive backups for and choose the Backups tab. 

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3. Select how often you want to receive backups for each module: 

Last month's spend report: Select the option for On the 1st of every month and you'll receive an email every month with an Excel spreadsheet compiling all requests added to that group in the previous month.

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Inventory backup: Select if you want to receive your backups Every Sunday or On the 1st of every month.

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4. Access your 15 most recent inventory backups.

In case of accidental edits or item deletions, find the version you want to revert to and click Download. Then import the file to the Inventory module. (Skip to step #4 on the instructions.)

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Next Up: Learn how to manage other Group Settings 

 

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