💾 Backup & Data Export
Your data is yours · Export any time · Full backup on demand · No lock-in
Your data is yours
Solvexa's core principle: you own your data. Any time you want a copy — download it. Any time you want to leave — take everything with you.
- Per-list Excel export from every list page
- Full-tenant SQL Server backup (.bak) on demand
- GSTR JSON exports for direct GST portal upload
- Standard printable PDF for every document
- Automatic daily backups (SaaS — see below)
Excel export (from any list page)
Every list page has a ⬇ Excel button in the top-right toolbar.
- Go to any list page: Vendors / Customers / Items / POs / GRNs / Sales / Transfers / GL / etc.
- Filter/search first if you only want a subset (filters carry into export)
- Click ⬇ Excel. .xlsx file downloads with all visible columns + all filtered rows.
- Headers styled with your brand colours. Auto-fit column widths. Numeric columns typed correctly.
💡 Under the hood: fetches your page's JSON handler, POSTs rows to
/api/xlsx-from-json. Backed by ClosedXML — proper .xlsx (not CSV).GST return exports
- GSTR-1 JSON: NIC v1.4 schema. Upload directly to gst.gov.in Offline Utility. See GST manual.
- GSTR-3B CSV: for month-end filing. See GST manual.
- HSN-wise summary: Reports → GST Returns → HSN Summary → ⤓ Excel
Full-tenant backup (SQL Server .bak)
Complete snapshot of your database — every table, every transaction, every setting. For your own off-site archive or ERP migration.
- Admin → Backup & Export → Request Full Backup
- System runs SQL Server
BACKUP DATABASEin the background - ~5-30 minutes depending on your data volume
- Notification via email + WhatsApp when ready
- Click download link → get
YourCompany_YYYYMMDD.bak(SQL Server backup file) - Store in your Google Drive / Dropbox / external drive
⚠ .bak files contain ALL data — sales, prices, customer PII, GSTIN. Store securely. Encrypt before uploading to cloud.
Automatic backups (SaaS tenants)
Solvexa's SaaS tier runs backups automatically. You never need to remember.
- Daily incremental: 2am IST, retained 30 days
- Weekly full: Sunday 3am IST, retained 12 weeks
- Monthly archive: 1st of month, retained 12 months
- All backups stored in geo-redundant Indian data centers (RBI/MEITY compliant)
- View backup log: Admin → Backup & Export → Backup History
Restore from a backup
Made a mistake? Batch-imported wrong data? Restore to a point in time.
- Admin → Backup & Export → Restore
- Pick a backup point: any of the last 30 days (SaaS) or upload your own .bak file (self-hosted)
- Choose scope: Full restore (everything reverts) OR Sandbox restore (loads into a separate schema for review)
- Type "RESTORE" to confirm — full restore is destructive.
- System restores. ~10-45 min. Blocks writes during restore window.
⚠ Full restore wipes anything posted after the backup point. Sandbox restore is safer for spot-checking + copying specific rows back.
Delete my account (right to be forgotten)
Under DPDP Act 2023, you can request full deletion of your account.
- Account → Delete Account
- Type your login name to confirm
- Choose: Export data first? — yes = get full .bak + Excel dump before deletion
- Click Delete. 30-day grace period — restore possible if you change your mind
- After 30 days: DeletePendingSweeper permanently wipes all your data. Cannot be undone.
Migrating to another ERP
Leaving Solvexa? Here's the standard extraction to hand to another vendor:
- Full .bak file (SQL Server 2022) — canonical, includes everything
- Excel exports of: Chart of Accounts, Items, Vendors, Customers, opening balances (as-of leave date)
- PDF archive: all posted invoices for the last 7 years (Indian statutory retention)
- Master data mapping doc: our IDs → your GSTIN/PAN/HSN codes for the new system to link
- Support email us — we help with the handover, no fees, no lock-in tricks.
💬 Ask Saathi: "when was last backup" · "export all items" · "download bank statement Jan 2026" · "backup this month's invoices"