How to move your customer data to a new phone
Create a backup on the old phone, move the file to the new one by any means you like, install the app and restore. There is no account to sign in to, so the file is the whole migration. Check a customer and a recent sale on the new phone before wiping the old one.
Key facts
- Account needed
- None — the file is the migration
- Validation
- The file is checked before any data is replaced
- Safety
- A snapshot of current data is taken before restoring
- Atomic
- One transaction — a bad file leaves your data untouched
- Attachments
- Keep original documents outside the app as well
Why this is simpler than with a cloud app
There is no account, so there is nothing to recover, no password to reset and no support ticket if the e-mail address on the account is one you no longer use. The trade-off is equally plain: nobody else is holding a copy for you, so the backup file is not optional.
If the old phone is already gone
Whatever backup file you kept is what you have. This is the reason the app also writes a silent safety snapshot every three days — but those live on the device, so they went with it. Keep at least one backup file somewhere that is not the phone: a Drive folder, a computer, an e-mail to yourself.
Steps
- Back up on the old phoneOpen settings and create a backup. You choose where the file goes.
- Move the fileSend it to yourself however you prefer — Drive, e-mail, a cable, a memory card. The file is yours; nothing is uploaded on your behalf.
- Install the app on the new phoneInstall from Google Play. There is no sign-in step, so the app is ready immediately.
- Restore from the fileOpen settings, choose restore, and select the backup. The file is validated before anything is touched, and a safety snapshot of the current state is taken first.
- Verify before wiping the old phoneOpen a customer, a recent sale and this week appointments on the new phone. Only then reset the old device.
Frequently asked questions
Do I need an account to move to a new phone?
No. There is no account. Back up, move the file, restore.
What if the restore fails?
The file is validated before anything is deleted, so a damaged or wrong file leaves your existing data untouched. The restore also runs in a single transaction that cannot half-finish.
Does the backup include team workspace data?
Team archives are written whenever team data is cleared and appear as their own section in the restore screen.
How often should I back up?
Monthly is a sensible floor for most businesses, and before changing phones or reinstalling. The automatic three-day snapshot protects against mistakes on the device, not against losing it.
Updated: 2026-07-30Türkçe