Backup & restore

Your whole book in one spreadsheet — clients, policies, journal, reminders, proposals and your product catalogue. Keep it somewhere you control. It is yours whether or not you keep using AdviserOS.

Download my book

One workbook, one sheet per kind of record, with a Read me sheet explaining what is in it. It covers everything filed under your own name. A client that another consultant shared with you belongs to their book, so it is in their backup and not in yours.

Uploaded files — statements, brochures, photos — are not in the spreadsheet. The Documents sheet lists what exists and where, but a workbook cannot carry the PDFs themselves.

Put a backup back

Upload a workbook you downloaded here. Nothing is written until you have seen exactly what would happen and pressed the second button.

A restore only ever adds and updates. It never deletes. Anything in the app but missing from the spreadsheet is left exactly where it is — so restoring last month's file cannot wipe this month's work. It only touches records filed under your own name; anything belonging to another consultant is reported and skipped.