Navigate to:

My Business → Settings → Backup Data

This creates a complete ZIP backup of:

• Plugin settings
• Documents (Quotes, Invoices, Letters)
• Customers
• Logs
• Financial metadata
• Related plugin database tables

📥 Creating a Backup

Click:

Create Backup ZIP

This generates a downloadable archive containing:

• Structured database exports
• Plugin configuration
• Business settings

Store this file securely.

🔄 Restoring from Backup

To restore:

1. Choose the backup ZIP file.
2. Click Restore from Backup.

⚠ Important:

Restoring will overwrite existing JiffyTrade data.

This includes:

• Documents
• Customers
• Logs
• Settings

Always take a fresh backup before restoring.

🛡 What This Backup Is For

Use Master Backup when:

• Migrating to a new server
• Moving from staging to production
• Recovering from corruption
• Rolling back after major changes

This is your full business recovery tool.

⚠ What It Does Not Do

The Master Backup:

• Does not back up WordPress core
• Does not back up other plugins
• Does not replace full site backups

It is specific to JiffyTrade data only.

⚠ Important Notes About Data Integrity

JiffyTrade enforces relational protections:

• Customers cannot be deleted if documents exist
• Quotes with linked invoices cannot be removed
• Locked documents remain protected

Backups preserve these relationships.

When restoring:

• Table relationships are reconstructed
• Document snapshots remain intact
• Financial data integrity is preserved

🧠 Best Practice

✔ Take backups before updates
✔ Store backups off-site
✔ Test restore on staging when possible
✔ Never manually edit backup files

Your Master Backup protects your operational history.