Local Copy
Local Copy of Your Data in Xena - Security and Freedom
In Xena, your data is always protected as the system continuously takes backups. But if you want your own local copy of your data and documents, Xena allows you to create a local copy of all your data, giving you extra security and independence.
Note: The local copy is not a backup that can be reimported into Xena. It is solely to ensure that you always have access to your own data.
How to create a local copy of your fiscal
Go to the menu Setup > Export/import data > Backup
Click the Create button to start the backup
After a few minutes (depending on the amount of data in your fiscal) you will receive a notification that your backup is ready for download. You can find notifications by clicking on your name/picture in the top right corner and selecting Notifications
Click the link Export finished in the description column
Click Download to download the file
What the copy contains
The file is a zip-compressed file with all your data from Xena:
All your uploaded vouchers and documents
All invoices, offers and other PDF files generated in Xena
All data tables (partners, articles, accounts, etc.) in CSV and XML format
Below is the content of the CSV files. Some CSV files are omitted as they only contain technical data:
Filename | Content |
|---|---|
AbsenceDto | Calendar absences |
ActivityTypeDto | Activity types |
AdditionalArticleDto | Accessory articles |
AppointmentDto | Calendar appointments |
ArticleDto | Article catalogue |
ArticleGroupDto | Article groups |
ArticleGroupVatSetupDto | VAT setup on article groups |
ArticleLocationSetupDto | Locations on articles |
ArticleMappingDto | Article mapping on articles |
ArticlePostDto | Article movements with quantities |
ArticleVariantDto | Variants on articles |
AveragePriceChangeDto | Average price changes on articles |
BarCodeDto | EAN numbers on articles |
Bearer | Bearers |
BreakSetupDto | Calendar break setup |
BundleItemDto | Bundles on articles |
CostTypeDto | Cost types |
CurrencyExchangeRateDto | Currency exchange rates |
DepartmentDto | Departments |
DocumentDto | Overview of all documents |
DocumentRelationDto | Overview of document relations |
ElectronicInvoiceJournalEntryEventDto | Overview of electronic invoices from sales orders |
ExternalArticleProviderDto | External article lookup setup |
ExternalArticleProviderGroupSetupDto | Article group setup for external article lookup |
FiscalPeriodDto | Fiscal periods |
ImportedAccountDto | Ledger accounts imported to archive |
ImportedPartnerDto | Partners imported to archive |
LedgerDto | Overview of ledgers |
LedgerPostArticleSpecificationDto | Article postings |
LedgerPostDto | Ledger postings |
LedgerTagBankContextDto | Payment accounts |
LedgerTagDto | Ledger accounts |
LedgerTagGroupDto | Ledger account groups |
LocationDto | Locations |
OrderArticleReservationDto | Article reservations from orders |
OrderConfirmationDto | Overview of order confirmations |
OrderDto | Order overview incl. master data |
OrderLineBundleItemDto | Bundles added on orders |
OrderLineDto | Invoice lines on orders |
OrderOfferDto | Overview of created offers with master data and amounts |
OrderStatusDto | Order statuses |
OrderTaskDto | Overview of order tasks incl. master data and amounts |
OrderTaskLineDto | Order costs, unapproved |
OrderTaskPostDto | Order costs, approved |
OrderTaskPostPreviewDto | Unapproved order costs from voucher registration |
OrderTaskStatusDto | Task statuses |
PartnerDeliveryAddressDto | Delivery addresses on partners |
PartnerDto | Partners |
PartnerEmailContactDto | Emails on partners |
PartnerGLNNumberDto | EAN numbers on partners |
PartnerHistoryEntryDto | Log overview on partners |
PartnerMailHistoryEntryDto | Email log on partners incl. sender/recipient |
PartnerNoteHistoryEntryDto | Notes created in the log on partners |
PartnerPostDto | Partner postings |
PartnerResourceContextDto | Employee overview |
PartnerTelephoneNumberDto | Telephone numbers on partners |
PaymentDto | Supplier invoices for payment |
PaymentMeansDto | Supplier payment setup |
PostDto | Financial postings |
PriceDiscountAgreementDto | Discount agreements |
PriceGroupDto | Price groups |
PrimoArticlePostDto | Opening balance postings, articles |
PrimoLedgerPostDto | Opening balance postings, ledger |
PrimoPartnerPostDto | Opening balance postings, partners |
ProjectDto | Projects |
ProjectGroupDto | Project groups |
ProjectStatusDto | Project status types |
ReminderStepDto | Reminder setup |
ReportEmailSetupDto | Overview of email setups |
ReportLayoutDto | Overview of custom reports |
ResourcePostDto | Time registrations on employees |
StockCountDraftDto | Unposted stock count lines |
SubscriptionDto | Overview of subscriptions |
SubscriptionInvoiceDto | Overview of subscription invoices |
SubscriptionLineDto | Subscription invoice lines |
TeamDto | Teams |
UnitDto | Article units |
VariantDto | Article variants |
VatDto | VAT codes |
VatSettlementTransactionDto | Overview of VAT settlements |
VolumePriceAgreementDto | Article prices |
VoucherDto | Overview of used voucher numbers |
VoucherPreviewDto | Overview of vouchers in voucher registration |
WarehouseDto | Warehouses |
WorkScheduleDto | Calendar work schedules |
- Updated