1310 - How to manage your Xero backups

Backup and recovery of Xero (currently only available on the UK marketplace) form part of our backup service offering. For more on what functionality we support, click here.

• Note: To use the service, you need to be both a Redstor collection administrator, and a Xero user at the organisation/s you wish to backup.

Use the guide below to manage your Xero backups.

How to add a backup set

How to configure the backup schedule for a backup set

How to recover a backup set

How to delete a backup set

How to add a backup set

1. Log into AppDirect.

2. Go to Applications and click on Xero backup and recovery. 

You can also hover over the Applications icon to see a list of your apps, and access Xero from there.

3. After clicking on Xero, you will be signed into the Redstor web app automatically.

4. To add a new backup set, go to Xero in the sidebar on the left.

5. Click Add at the top right.

6. You will now need to sign into Xero. Click Next to proceed.

7. Select the organisation you want to connect and click Continue.

Note: If authorisation fails and you get an error, log out of Xero and re-attempt the authorisation.

8. Once authorisation is successful, the name of your newly created backup set will now appear on the side navigation of the Redstor web app. Click on the name to proceed with your first backup or make changes to the backup set.

9. When you go to your new organisation's backup set, the Backup now button will be enabled. Click on it to start your first backup.

You can then monitor the progress of your backup from the home page.

How to configure the backup schedule for a backup set

1. On the home page for the relevant Xero backup set, click on Backup schedule > Edit.

2. Set your preferences and click on the check mark.

How to recover a backup set

1. On the home page for the relevant Xero backup set, click on Recover. This option will only be available if a backup of the set has successfully completed.

2. Select how long you want the InstantData link(s) to be valid (top right). Then select the applicable account(s) and click Recover. 

4. Download the InstantData agent(s) using the Download button or use Copy to clipboard to get the shareable link(s) for the agents. From there, follow these steps to recover your data.

How to delete a backup set

1. On the home page for the relevant Xero backup set, click on the ellipsis to expand more options, then click Delete.

2. Confirm the deletion by clicking Yes.