Set up automatic backups Praxis Desk Kasse
Set up a schedule so offisy backs up your data regularly and automatically.
Prerequisites
- You have the Einstellungen permission for the backup module.
How to do it
- Open the Backup menu item.
- Click the dropdown arrow next to Create new backup and select Settings.
- Enable the Automatic backups toggle.
- Configure the following settings:
Backup type
| Option | Description |
|---|---|
| Full | Backs up all data with every automatic backup. |
| Incremental | Backs up only the data since the last backup. |
Note: If you choose Incremental and no previous backup exists, the next backup is automatically created as a full backup.
Frequency
Choose how often an automatic backup should be created:
- Daily — every day
- Weekdays (Mon–Fri) — on working days
- Monthly — on the first of the month
- Specific weekday — e.g. every Monday, Tuesday, etc.
Time
Choose the desired time (full hours, from 00:00 to 23:00).
Data selection
| Option | Description |
|---|---|
| Full | All available data types are backed up. |
| Custom | You choose which data types to back up. |
With Custom, a checkbox list of all available export types appears. Select at least one type.
Additional settings
- Number of backups to keep: Defines the maximum number of automatic backups stored (1–100). Older backups are deleted automatically.
- CSV separator: Choose the delimiter for exported CSV files — Comma or Semicolon.
- Click Save.
Common errors
- Cannot save: If automatic backups are enabled and data selection is set to Custom, at least one export type must be selected.
- Settings not visible: If you don't see the Settings menu item, you don't have the corresponding permission. Contact your administrator.