Xero Backup FAQs

If you have any questions that aren't covered here, please give us a call on 0161 850 2471

What is included within the Xero Backup?

All of the following is included within Xero Backup. If there is something not in the list that your client needs to backup, please give us a call on 0161 850 0491.

Accounts
Assets (including draft, disposed and registered assets), asset types, and asset settings
Batch payments
Branding themes
Bank transactions
Bank transfers
Contacts and contact groups
Currencies
Credit notes
Employees
Expense claims
Files and file associations
Folders
Invoices, repeating invoices, and invoice reminders
Items
Journals
Linked transactions
Manual journals
Organisation settings (including UK Construction Industry Scheme settings)
Overpayments
Payments
Prepayments
Projects, project tasks, project time entries, and project users
Purchase orders
Quotes
Receipts
Tax rates
Tracking categories
Users

How does the setup and restore process work?

The setup can be done by us, you or the client. We will give you access to your own Control Panel to manage your clients and your client will also have their own Control Panel. To setup the backup, the Control Panel simply links directly to their Xero account via an admin login which just needs authorising. The first backup will then run.

For restores, there will be a list of each daily backup in the Control Panel from the day the service started. Simply select which you need and click 'recover'. This will download the data in .json format and from here you will be able to manipulate the data and upload it back into Xero.

A full restore process document is available and Channel Host can support you and your client with this.

Do Xero recommend using a third-party backup solution?

Xero’s Services Agreement states: “You must maintain copies of all data inputted into the service. Xero expressly excludes liability for any data loss no matter how caused.”.

As Xero doesn't include backup functionality, the only way of backing up Xero is by way of a third-party. Our backup solution is Xero approved and links directly with their software.

Do I have to pay for every Xero login my client has?

Xero Backup is billed per organisation, not per user or login.

So if your client has multiple logins for the same Xero environment, they would just need to pay for a single organisation.

Xero Backup is crucial to your client's Cyber Security Plan...

As Cyber Security specialists, we can offer your clients a Free Cyber Security Review.

All reviews are carried out by our Managing Director, Phil Donoghue (mug shot on the left!), who is a certified Cyber Essentials and Cyber Assure Assessor - he also lives and breathes cyber security!

Here's what's included with your client's Free Cyber Security Review...

• We can do the review 'as you': We appreciate that it's important for you to maintain your relationship with your client so we can conduct the review with your company hat on
• Cyber Risk Profile: A set of 10 questions that generates your client's 'Cyber Risk Score'
• Dark Web Report: A scan on your client's domain across the Dark Web and a full report of where their data exists on the Dark Web
• Educational Guides for their staff: Non-branded Guides such as 'How to spot a phishing email' and 'How to Secure your Data'
• Security Consult Call with Phil: Where Phil will get a better understanding of their business and answer and any concerns or questions they have
• A full report with recommendations: Based on our findings and their Risk Score, we will produce an easy to digest recommendations report to bolster their defences which will be sent to you (not them) for you to brand, send on and do what you like with. It's a perfect opporunity to upsell services that they need.