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Backup and restore

Upsight maintains automatic rolling backups of your database. Each backup is a single archive containing the SQLite database and your account files (documents, win wires, logos).

Automatic backups

By default the app takes a backup every 24 hours and keeps:

  • 7 daily snapshots
  • 4 weekly snapshots

When the retention limits are reached, older snapshots are removed automatically.

You can adjust the schedule and retention in Settings under Data, "Automatic backups." Changes take effect on the next app launch.

To see when the last backup ran, go to Settings, then About. The Diagnostics panel shows the backup directory path and the timestamp of the last backup.

Manual backup

To take a backup immediately, go to Settings, then Data, and click "Back up now." Or go to Settings, About, Diagnostics, and click "Back up now." The app reports the filename when the backup completes.

Backup file location

Upsight stores backups in a subdirectory of its data directory. The exact path is shown in Settings under About, Diagnostics, Backups.

Restoring from a backup

To restore, close the app and replace the database file with the backup copy.

The database file path is shown in Settings under About, Diagnostics, Database. It is also printed in Settings under Data, Database, "Path."

Steps to restore:

  1. Close Upsight.
  2. Find the backup file you want to restore from (in the backups directory shown in Settings).
  3. Copy the backup file over the current database file, overwriting it.
  4. Reopen Upsight.

Backup filenames include a timestamp so you can identify which snapshot to use.

If you have Syncthing running, pause the sync before restoring so Syncthing does not conflict with the file operation. Resume sync after the app starts and confirms the database opens cleanly.

Compacting the database

The "Compact (VACUUM)" button in Settings under Data runs SQLite's VACUUM command on the database. This rewrites the file to recover space from deleted rows and fragmentation. It is safe to run anytime, but it takes a few seconds for large databases. It also requires exclusive access, so the app must be the only process with the file open.

Import and export

You can move account data between Upsight instances using the import and export tools in Settings under Data, "Import / Export."

Exporting produces a ZIP bundle with the selected accounts' full dataset, including contacts, opportunities, interactions, win wires, cases, tasks, meeting history, and attachments.

Importing reads a bundle and merges it into the current database. If the bundle contains accounts that already exist (matched by Salesforce ID), the import asks whether to skip those accounts or update them.