How to Transfer Data to a New Phone

Getting a new phone? You can bring your entire MobileBiz Pro database with you in just a few minutes using Dropbox. This method works even if the two phones are never in the same room.

What You'll Need

Before you start: A Dropbox account connected to MobileBiz Pro on your old phone. If you haven't set up Dropbox yet, go to Settings > Data & backup > Backup & restore > Dropbox and connect your account first. MobileBiz Pro installed on your new phone.

Steps

On Your Old Phone

1. Open the side menu and tap Settings — it sits under the More heading.

   

2. Scroll to Data & backup, tap Backup & restore, then select the Dropbox tab.

   

3. Tap the backup button to save your database to Dropbox now. Wait for the confirmation that the backup is complete.

   

On Your New Phone

4. Open MobileBiz Pro. The app starts with an empty database — that's expected.

5. Open the side menu and tap Settings — it sits under the More heading.

6. Scroll to Data & backup, tap Backup & restore, then select the Dropbox tab.

7. Connect the same Dropbox account you used on your old phone.

   

8. Find the backup from your old phone in the Available Backups list — it shows the date and time it was created — and tap the restore icon on its row (the clock with a back-arrow).

   

9. Tap Restore in the "Restore Backup?" prompt. The app loads your backup, then asks you to restart it — reopen the app and all your data is in place.

   

Good to Know

• Everything transfers: invoices, quotes, customers, items, settings, and print templates.
• Backups land in the /mobilebiz-pro/db folder of your Dropbox, so you can check the file is there from the Dropbox app or dropbox.com before you wipe the old phone.
• Don't have Dropbox? You can also use the Device tab to save a backup file to your old phone's storage and copy it manually to your new phone.
• If you use Google Drive, the process is identical — just select the Google Drive tab instead of Dropbox on both phones.
• Photos stored in MobileBiz Cloud are tied to your account and will be available on the new phone once you sign in — they don't need to be transferred separately.
• After the restore, open a few invoices and check your customer list to confirm everything transferred correctly.

Still stuck? Contact Support for help.