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Importing Kashflow CSV Back Ups into Kashflow

I have been informed that to back up the data, you need to go to Sage Export and download the four CSV files. 

The reason for needing to back up the data in my scenario is that the client (I work at an Accountancy firm) is moving away from Kashflow (due to separate software that doesn't link into Kashflow such as CRM software) but would like to keep the data as would be expected. 

I have then gone to test, on our Demo account, how this data can be restored onto Kashflow should it be needed again. Unfortunately, there is no format available for importing that corresponds to the CSVs Kashflow creates for its 'Back Up'.

Therefore, my suggestion is that restoring a Kashflow 'back up' should be far more straight forward and easily done so. 

  • Guest
  • Aug 9 2018
  • Acknowledged
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  • Guest commented
    17 Oct, 2019 10:46am

    I agree, It would be useful if we could take a proper reloadable back up to store on our server a regular interval in case of accidental data deletion.