Restoring client data

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Choose Restore from the File menu to restore the open client or multiple selected clients from previously saved backup files, to restore global data (affecting all clients) from backups, or to restore program update files from backup files.

Note: When restoring a backed up file the client files presently on the system are overwritten. Any changes since the last backup will be lost.

To restore client data:

Choose Clients from the drop-down list in the first field in the Restore dialog. Double-click one or more of the clients listed in the left (Available) pane to move them to the right (Selected) pane, or click the Select All button. The open client (if any) is automatically listed in the Selected pane. Click the Restore button.

Note: A backup file is in the ZIP format. The file must be in a folder when restoring the client.

Example: Client ID 12345 has a backup file named 12345.ZIP. A folder named 12345 must be created and the ZIP file placed inside. This folder may be on the C:\ drive. If the folder is on the local drive of C:\, the restore path would be C:\. The restore path would not be C:\12345.

Also, if the Client ID is more than eight characters, e.g. 123456789, the folder name would be 12345678.9 and the zip file name would be 12345678.ZIP.

Tip! If restoring client data that was not backed up using the File / Backup feature within Creative Solutions Accounting (e.g. it was copied within Windows Explorer), follow the instructions below to restore the client data.

  1. Navigate to X:\WinCSI\CSAData (where X is the drive where your Creative Solutions Accounting data is stored).
  2. Copy and paste the data into the above mentioned location.
  3. Open Creative Solutions Accounting and choose File / Open Client.
  4. If the client does not appear in the Open Client list you will need to Rebuild Client List by choosing Help / Repair. For more information on rebuilding the client list, please refer to topic K32024622.

Note: When rebuilding the client list, all users will need to exit the program. This process may take some time, depending on the environment and the size of the client database.

Clients with backups in FileCabinet CS For licensed users of FileCabinet CS, you can restore backups of your Creative Solutions Accounting client stored in FileCabinet CS. For more information, pleaser refer to topic Restoring client data backups from FileCabinet CS.

To restore global data (applicable to all clients): Choose System Data from the drop-down list in the first field in the Restore dialog. Click the Select All button to move each global data item from the Available to the Selected pane, and then click the Restore button.

Note: When the system data is backed up, a SYSTEM.ZIP file is created. When restoring this file the file does not have to be in a folder. You may put the file directly on a local drive and change the restore path to C:\.

To restore program update files: Choose Updates from the drop-down list in the first field in the Restore dialog. Click the Select All button to move each product update file from the Available to the Selected pane, and then click the Restore button.

Note: When the program update files are backed up, an UPDATES.ZIP file is created. When restoring this file the file does not have to be in a folder. You may put the file directly on the local or network drive and change the restore path to C:\.

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