Data Export & Backup Software for Visa Consultants
Export your case, document, and financial data as CSV or PDF whenever you want, and set up scheduled backups — no support ticket, no feature-gating by plan, no vendor lock-in.
What does data export and backup actually give a consultancy?
Data export and backup is the guarantee that a consultancy's own case, document, and financial records are never trapped inside VisaBOS. CSV exports cover structured data — leads, cases, payments — in a format that opens cleanly in a spreadsheet or can be re-imported elsewhere. PDF exports cover documents meant to be read or shared as-is, like a GST invoice or a formatted performance report. Scheduled backups add a recurring, automatic copy on a set cadence, so a consultancy doesn't have to depend on someone remembering to export manually before it's needed. This is a portability and peace-of-mind feature, not a claim about VisaBOS's own internal infrastructure resilience — this page does not state a specific uptime commitment or disaster-recovery time objective, and does not claim any particular security certification for VisaBOS's storage or backup infrastructure, since those are operational commitments a consultancy should confirm directly with VisaBOS rather than assume from a feature description. What this feature does guarantee is straightforward: a consultancy is never solely dependent on VisaBOS's internal backups for a copy of its own data — it can hold an independent copy itself, on demand, at every plan level. Export permissions follow the same role-based access control that governs viewing and editing, so a broad consultancy-wide export stays restricted to the roles that should have it.
What happens when data can't easily leave a platform?
No independent copy, no easy audit access, and a growing hesitation to even evaluate alternatives.
What makes export and backup actually usable?
Six capabilities that keep a consultancy's data portable, recoverable, and never gated behind a plan tier.
CSV Export for Structured Data
Cases, leads, payments — in a format you can actually use
- ✓Case records, lead/contact data, and payment history exportable as CSV
- ✓Filterable exports — by date range, branch, counsellor, or status — rather than only an all-or-nothing dump
- ✓Opens cleanly in any spreadsheet tool for internal review or handoff to an accountant
- ✓Structured enough to be re-imported elsewhere if a consultancy ever needed to migrate
PDF Export for Documents & Reports
Invoices, reports, and case summaries, ready to share
- ✓GST invoices, staff performance reports, and case summaries exportable as formatted PDFs
- ✓Suited to sharing with a client, an accountant, or a regulator without exposing the underlying system
- ✓Consistent formatting regardless of which staff member generates the export
- ✓Original uploaded documents (passports, certificates, etc.) remain individually downloadable in their native format
Scheduled Backups
A current copy, without anyone needing to remember
- ✓Recurring backup cadence (such as daily or weekly) configurable per consultancy
- ✓Runs automatically in the background, without a staff member needing to trigger it manually
- ✓Reduces reliance on someone remembering to export data before it is needed
- ✓Complements, rather than replaces, VisaBOS's own internal operational backups
No Feature-Gating by Plan
Available from the starter plan
- ✓Export and backup scheduling included from the first, lowest-priced plan
- ✓Not held back as an enterprise-only or higher-tier add-on
- ✓A consultancy never has to upgrade specifically to access its own data
- ✓Same export capability whether a consultancy runs one branch or several
Portability, Not Just Storage
Data you can actually take with you
- ✓Exports use standard, structured formats rather than a proprietary format only VisaBOS can read
- ✓Reduces practical vendor lock-in — a consultancy's records remain usable outside the platform
- ✓No claim of effortless migration to another system — remapping and reconfiguration still take real work
- ✓A consultancy retains an independent copy of its own data at all times, not only what VisaBOS holds internally
Access-Controlled Export
Who can export is governed by role
- ✓Export permissions respect the same role-based access control that governs viewing and editing
- ✓A counsellor typically exports only what they are permitted to see; broader exports reserved for admin/owner roles
- ✓Consultancy-wide financial exports restricted the same way consultancy-wide financial reports are
- ✓No separate export-specific permission system to configure on top of existing roles
Export and backup share the same underlying reporting engine as our reporting and analytics software, so what you export is always the same current data your dashboards are already showing — not a stale or separately maintained copy.
How fast can you export or back up your data?
No setup wizard required — export is a button, and scheduled backups are a one-time toggle.
Export Anytime, From Any Module (a few clicks)
From the cases, leads, payments, or reports view, trigger a CSV or PDF export directly — filtered by date range, branch, or status if needed. No support request required.
Turn On Scheduled Backups
Set a recurring backup cadence for your consultancy's data. From that point on, a current copy is generated automatically in the background on schedule.
Keep an Independent Copy, On Your Terms
Store exports and backups wherever your consultancy chooses — internal archive, accountant handoff, or simple peace of mind — without depending solely on VisaBOS holding the only copy.
Frequently Asked Questions
Common questions from consultancy owners about exporting, backing up, and owning their own data.
Enterprise-grade platform. India pricing.
No USD surprises.
All plans include unlimited leads, students, and visa cases. No per-user pricing tricks. Cancel anytime.
- 1 Branch
- Up to 5 Staff Accounts
- Lead Management + Pipeline
- Visa Case Management
- Document Management
- Appointments & Walk-in Log
- Payment Tracking & Invoices
- Exam Coaching Module
- Full Analytics Dashboard
- Multi-branch Management
- Up to 3 Branches
- Up to 20 Staff Accounts
- Everything in Core
- Exam Coaching (Batches, Tests, Assignments)
- Meta Lead Webhook (Facebook/Instagram)
- Razorpay Payment Integration
- Full Analytics Dashboard
- Internal Team Chat
- 50+ Granular RBAC Permissions
- Unlimited Branches
- Unlimited Branches
- Unlimited Staff Accounts
- Everything in Professional
- Cross-branch Messaging
- Priority Support + Dedicated Manager
- Custom Branding on Invoices
- SLA-backed Uptime Guarantee
- Early Access to New Modules
- API Access (coming soon)
- Personalised Onboarding Session