Introducing Backup and Restore!

Backup and Restore

Accidents happen. Sometimes you can undo whatever mistake you’ve made, other times you need to go for more drastic measures. This feature, Backup and Restore, is for those times.

There are two parts of Backup and Restore as the name suggests; Backup and Restore. We’ll talk through each separately.

This feature is only available for Super admins. 


When you execute a Backup of your account, you are doing so to your entire account. All users, apps and data across your entire account will be backed up. 

Backups are discreet, you and your team will be able to use TrackVia as the backup occurs. However, it is a snapshot of the system as is, so for example if you’re doing an import when you run a backup, the backup will only contain information in the system at the time of the backup, so you’ll likely not get all of your imported data (if the import process continues after the backup starts)

What is not backed up:   

Files (documents, voice memos, signatures), Images, Microservices
  • These items are stored externally, so when you delete them from TrackVia, they are deleted from the external system and not recoverable from a restore.
  • Sandboxes will maintain their current state regardless of backup or restore.

How to access Backup and Restore

To access Backup and Restore, navigate to “My Account”

Where you’ll find Backup and Restore at the end of the “My Account” menu.

Clicking on Backup & Restore, you’ll be brought to this page:

The Backup and Restore page shows you all manual backups that have occurred within the last 7 days.

At this time, the list does not include the backups automatically created every night at midnight. To restore from one of these backups, please contact support. Eventually these automated backups will appear in this list, but not in this first release.

The second tab on the Backup and Restore page is the Activity Log. The Activity Log will show you what activities have happened, ordered chronologically. For example, when you perform a restore of your account, the system will actually back up your account before doing the restore, just in case you need to back out of the restore to the moments just before. 

Which then brings us to…


A “Restore” of your account is something you will likely do in only the most dire of circumstances. When you perform a restore on your account, you are rolling the entire account back to the time when the backup was performed. 

A couple of caveats about this procedure

  • This process will take your account offline for the entirety of the process. When the process starts, people who are in the system will be signed out and shown the “Maintenance Mode” page. This includes mobile users. 
  • We do not have specifics on how long your account will be in maintenance mode. It will depend on the size of your account and how busy the system is at the time of the restore. It could be several hours.
  • Files, images and microservices are not included in backups, do not restore your account to try to get deleted files back. Restores only include apps and data. 
  • If you’ve added a user after the restore point, you will need to re-add that user. 

Restore failures

There are certain cases when you will temporarily not be able to restore your account. In these instances, the person requesting the restore will try to restore and immediately be presented with an error message, “We’re sorry, we can’t restore that backup right now. Please try again later!”. 

These cases are:
  1. A sandbox is being created.
  2. An import is in progress.
  3. A backup or restore process is already running for the same account.
  4. The maximum number of backups (for all accounts) are happening at this time.
When a restore fails an email will go out to the user who attempted the restore.

What does a restore process look like?

From the Backup and Restore page, you will click on the ‘restore’ link.

After clicking this link, you’ll see a modal to read and confirm. 

And your account will go into maintenance mode. 

As well as your mobile clients

Here’s what the process looks like:

Additional information is available in our knowledge base here.

Product Release Notes

  1. Android Mobile App v3.5
  2. iOS Mobile App v5.3 - Sandboxes, Flows, Charts & Forms
  3. November Security Updates
  4. Android Mobile App v3.4.1 - Lanes, Maps, and Barcode Scanner
  5. Android Mobile App v3.4 - Expandable Text Display on Grid Views and Introducing Help Hub
  6. iOS Mobile App v5.2.5 - Offline Improvements
  7. iOS Mobile App v5.2.4 - Sync Upload Maintenance
  8. iOS Mobile App v.5.2.3 - Resolve App Crash for Album Permissions
  9. Android Mobile App v3.3 - Chart Labels, Maintenance, and Performance
  10. iOS Mobile App v5.2.2 - EXIF, GPS, and Photos
  11. August 2020 Web Maintenance
  12. Android Mobile App v3.2 - Sandboxes: App Admin Access and Flows! Proceed through Empty Grids
  13. iOS Mobile App v5.2.1 - Stability Improvement
  14. iOS Mobile App v5.2 - Performance Improvements and Maintenance
  15. Introducing App Admin Access to Sandbox!
  16. Dashboard Tabs
  17. July 2020 Web Maintenance
  18. iOS Mobile App v5.1: Dashboards and Dates
  19. Android Mobile App v3.1: General Maintenance
  20. June 2020 Platform Maintenance
  21. TrackVia Mobile - Dashboards Reimagined!
  22. TrackVia's New Look
  23. Update to Flows - New Exit Button And More!
  24. Advanced Link to Parent
  25. New and Improved Lanes View!
  26. Introducing Backup and Restore!
  27. View Filters + Web Maintenance
  28. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  29. February 2020 Web Maintenance
  30. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  31. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  32. Web Maintenance January 2020
  33. Web v20.10: New Permission & Enhancements to Bulk Select
  34. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  35. December 2019 Web Maintenance
  36. Microservices Update
  37. iOS Mobile App v4.4.1: Login to Sandbox Environment
  38. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  39. October 2019 Web Maintenance
  40. iOS Mobile App v4.3.1: Logout Issue Resolved
  41. October 2019 Platform Maintenance
  42. Introducing Pivot Views!
  43. Android Mobile App v2.21.7: Maintenance Release
  44. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  45. September 2019 Platform Maintenance
  46. September 2019 Web Maintenance
  47. iOS Mobile App v4.2 Maintenance Release
  48. August 2019 Platform Maintenance
  49. Android Mobile App v2.21.6: Maintenance Release
  50. Introducing TrackVia Integrations!
  51. Android Mobile App v2.21.5: Maintenance Release
  52. August 2019 Release Notes: Web Maintenance
  53. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  54. June 2019 Maintenance
  55. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  56. iOS Mobile App v4.0: Release Notes
  57. May 2019 Release Notes: Web Maintenance 2
  58. May 2019 Release Note: Web Maintenance
  59. App Script Constants!
  60. April 2019 Release Notes: API Maintenance
  61. Entity Relationship Diagram Improvements
  62. Improved Lanes View!
  63. December 2018 Release Notes: Web Maintenance
  64. Custom Mail Settings!
  65. November 2018 Release Notes: Platform Maintenance
  66. October 2018 Release Notes: Maintenance
  67. Improved User Management
  68. Views & Quick Filter Updates
  69. July 2018 Release Notes: Maintenance
  70. June 13, 2018 Release Notes: Maintenance
  71. May 25, 2018 Release Notes: Sandbox Environments
  72. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  73. April 23rd Release Notes: Maintenance
  74. April 18th Release Notes: Maintenance
  75. April 10th Release Notes: Maintenance
  76. March 2018 Release Notes: Maintenance
  77. February 2018 Release Notes: More Intelligent Saving & Other Notes
  78. January 2018 Release Notes: Maintenance
  79. December 2017 Release Notes: Offline Editing on Android
  80. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  81. September 2017 Release Notes: Maintenance
  82. August 2017 Release Notes: Maintenance
  83. July 2017 Release Notes: Maintenance
  84. June 27, 2017: TrackVia Introduces Flows!
  85. May 22, 2017: TrackVia Apple Watch App
  86. May 2017 Release Notes
  87. May 5, 2017: Better Connectivity Handling
  88. April 2017 Release Notes
  89. March 2017 Release Notes
  90. March 27, 2017: Single Sign On
  91. February 23, 2017: Winter Polish
  92. February 2017 Release Notes: Session Timeouts
  93. January 2017 Release Notes: Number Display Options & Min / Max

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