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 back up.
Use the guide below to manage your Xero backups.
How to configure the backup schedule for a backup set
How to add a backup set
Watch our video here or follow the steps below.
1. Log into the Redstor marketplace.
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 RedApp 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 RedApp. Click on the name to proceed with your first backup or make changes to the backup set.
9. To run your first backup, click on the menu icon at the top right of the backup set home page and select Backup.
You can monitor the progress of your backup at the top of the home page or under Notifications > Tasks.
You will receive a message under Notifications > Recent when the backup completes.
To see a complete history of your notifications and tasks, click See all.
You can customise which columns you see on the backup set home page by going to Customise display.
You can also view an audit trail of all activities and which users performed them by clicking on the icon at the top right.
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
Watch our video here or follow the steps below.
1. On the home page for the relevant Xero backup set, click on the menu icon and select Recover. This option will only be available if a backup of the set has successfully completed.
You will need to authenticate with Xero before you can proceed.
2. Download the InstantData agent using the Download button or use Copy to clipboard to get the shareable link.
3. On the machine where you want to recover the data, run the downloaded installer. Once the application opens, you can copy the files from there into your file explorer. The files will be in .json format.
4. To return your files to .csv format (spreadsheets), open Microsoft Excel and click on the Data tab.
5. Go to Get Data > From File > From JSON.
6. Select the file you need, e.g. Journals.json, and click Import.
7. Click Into Table.
8. Expand the Value column and select Expand to New Rows to access the records in the list.
9. Expand the Value column again to access individual fields (you may want to Load more to make sure you have all the fields listed as columns).
10. Click OK to load these columns.
11. To get to journal lines, expand the Value.JournalLines column. For files other than Journals, Steps 11-13 may not be necessary.
12. Select Expand to New Rows to add a row for each journal line.
13. Select the relevant journal line columns and click OK.
14. Click Close & Load to load the journal lines into your spreadsheet.
How to delete a backup set
1. On the home page for the relevant Xero backup set, click on the menu icon to expand more options, then click Remove.
2. Confirm the deletion by clicking Remove.
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