Back Up and Restore Your Account

Maxio backs up your account automatically each night as part of overall system management. Those backups exist to restore the whole system after a significant hardware or software failure.

You can also take a backup yourself, at any time, from Admin > Utilities > Backup. Working with backups requires Admin permissions, and the option appears only when backups are enabled for your account.

Either kind of backup, automatic or manual, can be used to:

• Make a copy of your account as a Sandbox.
• Restore your production account, on request and only in certain circumstances:
  • You are not connected to Avalara.
  • You are not using e-Bill.
  • You are not using an integrated ePayment solution.
  • You are using Maxio for analytics only, importing or syncing data from another system.

Take a backup

Selecting Backup from the Admin menu opens Backup Results, a history of every backup attempt on the account, newest first. Each row shows its date and status, and View Details opens the full result.

To take a backup

1. Go to Admin > Utilities > Backup.
2. Click Backup on the Backup Results screen. This opens Perform a Backup.
3. Optionally enter Notes. These are recorded alongside the result, which helps when you have several backups to tell apart.
4. Click Begin Backup.

The backup runs in the background, so Maxio takes you to a task page where you can watch its progress rather than finishing while you wait. The finished result is time-stamped in Backup Results.

Only one manual backup can run at a time. If you request another while one is still going, Maxio cancels the new request and tells you the status of the one already in progress.

Request a restore

Only Maxio technical personnel can restore a backup. Contact Customer Support with a ticket describing the backup, the situation, and what you need, in as much detail as you can give.