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Data Export & Import

Transfer your bar data between devices or back up your information for safekeeping.

Understanding Data Management​

Bartendie offers several data management features:

  • Backups: Create complete system snapshots
  • Exports: Generate specific data files
  • Imports: Bring in data from other sources
  • Synchronization: Keep multiple devices updated
  • Recovery: Restore from previous backups

Creating Backups​

Full System Backup​

Save your complete Bartendie database:

  1. Go to "Settings" > "Data Management"
  2. Tap "Create Backup"
  3. Choose backup location:
    • Cloud storage
    • Local device
    • External drive
  4. Set optional encryption
  5. Add a description
  6. Tap "Start Backup"

Scheduled Backups​

Automate your backup process:

  1. Go to "Settings" > "Data Management"
  2. Tap "Scheduled Backups"
  3. Configure frequency:
    • Daily
    • Weekly
    • Monthly
    • After significant changes
  4. Choose retention policy
  5. Select storage location
  6. Enable or disable notifications

Exporting Data​

Selective Exports​

Export specific data sections:

  1. Go to "Data Management" > "Export"
  2. Select categories to export:
    • Recipes
    • Inventory
    • Events
    • Guest information
    • Settings and preferences
  3. Choose export format:
    • Bartendie format (for system transfer)
    • CSV/Excel (for external analysis)
    • JSON (for developer use)
    • PDF (for reference)
  4. Select destination
  5. Tap "Export Selected Data"

Sharing Exports​

Share data with other users:

  1. From any export, tap "Share"
  2. Choose sharing method:
    • Direct to another Bartendie user
    • Email attachment
    • Cloud storage link
    • Messaging app
  3. Set optional access permissions
  4. Add a message
  5. Tap "Share Now"

Importing Data​

From Bartendie Files​

Import data from another Bartendie system:

  1. Go to "Data Management" > "Import"
  2. Tap "From Bartendie File"
  3. Select the file source:
    • Cloud storage
    • Local device
    • Received files
  4. Choose import behavior:
    • Replace existing data
    • Merge with existing data
    • Import as new (duplicate safe)
  5. Tap "Begin Import"
  6. Review and confirm changes

From External Sources​

Import data from other applications:

  1. Go to "Data Management" > "Import"
  2. Tap "From External Source"
  3. Select file type:
    • Spreadsheets (CSV, Excel)
    • Text files
    • Database exports
    • Image collections (for recipe photos)
  4. Map external fields to Bartendie fields
  5. Preview the imported data
  6. Tap "Complete Import"

Cross-Device Synchronization​

Setting Up Sync​

Keep multiple devices updated:

  1. Go to "Settings" > "Sync"
  2. Sign in to your Bartendie account
  3. Enable synchronization
  4. Select data categories to sync
  5. Choose sync frequency
  6. Tap "Enable Sync"

Managing Devices​

Control which devices have your data:

  1. From "Sync Settings", tap "Manage Devices"
  2. View all connected devices
  3. Set primary device (master copy)
  4. Remove unused devices
  5. Configure device-specific settings

Data Recovery​

Restoring from Backup​

Recover your system when needed:

  1. Go to "Data Management" > "Restore"
  2. Select a backup source
  3. Choose restore options:
    • Complete restoration
    • Selective restoration
    • Merge with current data
  4. Preview changes when available
  5. Tap "Begin Restoration"
  6. Confirm completion

Version History​

Access previous data states:

  1. Go to "Data Management" > "Version History"
  2. Browse available versions by date
  3. Preview version contents
  4. Select specific items to restore
  5. Choose destination (replace or new)
  6. Confirm restoration

Security Considerations​

Data Protection​

Secure your bar information:

  1. Go to "Settings" > "Security"
  2. Configure data protection:
    • Password protection
    • Biometric authentication
    • Encryption settings
    • Privacy controls
  3. Set up recovery options
  4. Review security recommendations

Privacy Settings​

Control what information is shared:

  1. From "Security", tap "Privacy"
  2. Configure sharing permissions:
    • Recipe sharing
    • Inventory visibility
    • Guest information handling
    • Analytics participation
  3. Review current sharing status
  4. Modify individual permissions

Tips for Effective Data Management​

  • Create regular backups before major changes
  • Store backups in multiple locations for redundancy
  • Use descriptive filenames for exports and backups
  • Test restoration occasionally to ensure backups work
  • Review and clean data before major imports
  • Document your backup schedule and locations
  • Export critical recipes separately for extra security
  • Maintain offline copies of essential information