Export & Google Drive Backup

Download your OjaSuite data as Excel files at any time, or send exports directly to Google Drive for automatic cloud backup.


Exporting Data

Go to Settings → Export Data to open the export wizard. Six data types are available:

ExportWhat it containsDate filter
ContactsAll customers and vendors — names, emails, phone numbers, addressesNo
Items & InventoryFull product catalogue with prices, stock levels, and reorder thresholdsNo
ServicesService catalogue with names, descriptions, and pricesNo
InvoicesAll invoices in the selected date range with status and amountsYes
POS SalesPoint-of-sale transactions in the selected date rangeYes
ExpenditureBusiness expenses in the selected date range with categories and payeesYes

Using the Date Range Filter

For date-filtered exports (Invoices, POS Sales, Expenditure), set the From and To dates at the top of the page before clicking Download. The filter defaults to the current calendar year.

Downloading as Excel

Click the Download XLS button on any export card. The file downloads immediately in Excel 97-2003 (.xls) format, compatible with Microsoft Excel, LibreOffice Calc, and Google Sheets.


Google Drive Backup

Instead of downloading to your device, you can send any export directly to your Google Drive. OjaSuite uses OAuth2 to request access only to the files it creates — it cannot read or modify any other files in your Drive.

One-time Setup

Google Drive backup requires a Google Cloud OAuth2 application. Follow these steps once:

  1. Open console.cloud.google.com and create or select a project.
  2. Go to APIs & Services → Library and enable the Google Drive API.
  3. Go to APIs & Services → Credentials, click Create Credentials → OAuth client ID, and choose Web application as the application type.
  4. Under Authorized redirect URIs, add: https://<your-domain>/app/gdrive-callback
  5. Copy the Client ID and Client Secret.
  6. In OjaSuite, go to Settings → Google Drive and paste the credentials, then click Save.
  7. Click the Authorize Google Drive button that appears after saving. You will be redirected to Google's consent screen — approve access.

Once authorized, the settings page shows the connected Google account email and a green confirmation banner.

Sending an Export to Drive

On the Export Data page, each card gains a Send to Drive button once Google Drive is connected. Click it to upload the export directly to your Drive root as an XLS file. A link to open the file appears once the upload completes.

Token Refresh

Google access tokens expire after one hour. OjaSuite automatically refreshes the token using the stored refresh token, so you do not need to re-authorize periodically.

Disconnecting

Go to Settings → Google Drive and click Disconnect Google Drive. This removes all stored tokens. You can re-authorize at any time by clicking the Authorize button again.

Tip: Schedule a weekly habit of sending key exports (Invoices, POS Sales, Expenditure) to Drive. It takes seconds and gives you an off-site backup without any manual file management.