Backup and restore

Team-X stores all data locally: your database and vault files. The backup system lets you create portable archives and restore from them.

Creating a Backup

1. Go to Settings > Backup & Restore
2. Click Create Backup
3. Choose a destination folder in the native save dialog
4. Team-X creates a .teamx-backup archive containing:
   • The SQLite database (after WAL checkpoint for consistency)
   • All vault files for every company
   • A manifest.json with version, timestamp, company count, file count, and total size

The backup runs in the background. A progress indicator shows the status.

What’s Included

Data	Included
Companies and employees	Yes
Org chart relationships	Yes
All conversations and threads	Yes
Tickets and kanban state	Yes
Goals and projects	Yes
Meeting minutes and threads	Yes
Vault files	Yes
Telemetry/run history	Yes
Audit event log	Yes
Provider configurations	Yes (keys stored separately in keychain)
API keys	No (stored in OS keychain, not in the database)

API keys are not included in backups because they live in the OS keychain. After restoring on a new machine, you’ll need to re-enter your API keys in Settings > Providers.

Restoring from Backup

Warning: Restoring replaces your current database and vault files. This operation is destructive.

1. Go to Settings > Backup & Restore
2. Click Restore
3. Select a .teamx-backup archive from the file picker
4. Confirm the restore in the warning dialog
5. Team-X:
   • Validates the archive manifest
   • Stops the orchestrator (pauses all agent work)
   • Replaces the database and vault directories
   • Restarts and reseeds if needed

The app reloads after restore completes.

Backup History

The Backup History section in Settings shows all backups created from Team-X, with:

• Timestamp
• File size
• Number of companies included

Click on a backup entry to see its full manifest details.

Backup Location

By default, backups are saved wherever you choose in the save dialog. A common pattern:

Platform	Suggested Location
Windows	%USERPROFILE%\Documents\Team-X Backups\
macOS	~/Documents/Team-X Backups/
Linux	~/Documents/Team-X Backups/

Best Practices

• Back up before major changes: before firing employees, restoring a previous backup, or deleting companies
• Back up before updates: create a backup before installing a new version of Team-X
• Store backups externally: copy backups to an external drive or cloud storage for disaster recovery
• Test your backups: periodically restore a backup to verify it works (use a separate machine or user profile to avoid overwriting your live data)