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Support

  • Overview

  • Data Flow

  • Why Choose Xportmydata

  • Getting Started

  • FAQs

  • Tutorials

Overview

Take control of your Xero data, files/uploaded attachments, and Payroll (Australian & New Zealand only) with Xportmydata.

Xero data is stored in the cloud, and if the worst happens, you may not be able to access your information. With Xportmydata, you can take charge of your financial data and store it in a place of your choosing.


Xportmydata offers an easy way to back up your accounting data, files/uploaded attachments, and Payroll (AU & NZ only). You can download your data from our servers and store it in your preferred cloud storage service or on your local device. This way, you'll always have a copy of your data, even if something goes wrong with Xero.


Choose Xportmydata for peace of mind and complete control over your Xero data. Our user-friendly service is designed to make backing up your data as easy and hassle-free as possible, so you can focus on running your business with confidence.

Data Flow

Understand the movement of files between Xportmydata and Xero

Why choose Xportmydata?

The ultimate in peace of mind

Xportmydata is the best insurance you can have against data loss. With our backup system, you'll have immediate access to your backed-up data, saving you from the stress, lost time, and financial cost of various scenarios, including:

  • Accidental Deletions & Accounting Mistakes: Accidents happen, and when they do, not having a backup to compare with can lead to lost time and money as you or your accountant try to find and correct the problem.
  • Cyber Threats (Phishing and Ransomware): Cybercriminals are always finding new ways to trick people into revealing login details, and if they gain access, your data is at risk of being encrypted or deleted.
  • Malicious Staff: Although it's not something we like to think about, what if an employee intentionally deletes invoices from Xero prior to resigning? Without a backup in place, trying to recover information takes time and causes stress, especially when you're not sure what was deleted.

Hassle-free, set & forget solution

Getting started with Xportmydata is easy. Simply sign up using your Xero login details, choose your plan, and select any add-ons you may need (such as Files uploaded/attachments and Payroll for Australia or New Zealand). Once connected to our system, you can click to start, and your Xero entity will automatically back up weekly. Xportmydata plans start from only $10/month and are literally "set and forget," making it incredibly easy to use.

You control your data

While Xero provides an excellent accounting platform, your data is your responsibility. In fact, Xero recommends that you regularly perform your own backups. This makes choosing the best backup solution crucial, and Xportmydata puts you in control of your Xero data, so you have immediate access whenever and wherever you need it. With Xportmydata, your data is stored on our encrypted Microsoft Azure servers, and you can download your data to the place of your choice. If you're concerned about having all your data online, you can also download a copy "offline" to your local device and remove it from our system.

Retain your records – even after a change of ownership

In most countries, tax laws require you to retain a copy of all your financial records for a certain period of time if you undergo a change of ownership or close down your business. Having an Xportmydata backup of your complete Xero records is a smart way to retain all your relevant financial information in the event of a tax audit.

Getting Started

An Introduction

If you're new to using Xportmydata, this video tutorial will guide you through the process of setting up your backups. In less than a minute, you'll learn how to connect your Xero organisation, select the data to back up, and schedule automatic backups for peace of mind. Watch the video below to get started.



Connect your Xero with Xportmydata


  • Log in using your Xero credentials.
  • Allow access to your Xero organisation when prompted by Xportmydata.
  • Select the dropdown to access additional organisations each time you log in.
  • Click "Continue" to be directed to your dashboard.

To queue your backups


  • Click the blue "Get Accounts", "Get Files" and "Get Payroll" button for each organization you want to back up.
  • Wait for the backups to complete.
  • Access your backups by clicking the blue button labeled "View Your Backups."

Xportmydata schedules automatic backups to run every seven days, so you can "set and forget." Keep your Xero data backed up and secure with Xportmydata. Try it today!

Frequently Asked Questions

Learn more by choosing your question

What type of backup does Xportmydata offer?

Xportmydata's Solo (1), Plus (2-3), and Pro (4-10) plans provide users with a comprehensive backup solution, generating a "full backup" of their accounting history each time the backup runs. This backup includes the complete export of their accounting data in Excel format from the date of their initial usage with Xero.

  • Files (Add-on) is included in "Single Download" option. This feature enables users to export all their previously uploaded and attached files such as invoices, PDFs, and image files, from Xero in the same format as they were originally added. These exported files are then referenced in the accounting Excel file. This feature allows for efficient and easy file reference and retrieval, saving users time and effort when accessing relevant documents.
  • Payroll (Add-on) is included in "Single Download" option. This feature of Xportmydata is exclusive to Australia and New Zealand and generates a comprehensive backup of users' payroll data within Xero. This feature exports to excel the entire payroll data history, providing users with a reliable and efficient backup solution for their payroll information. Employee details, Leave Applications, Leave Balances, Payroll Calendars, Payruns, Payslips, Timesheets, Settings and more.
What is included in the "files" backup with Xportmydata?

Files is available as an add-on to users' subscriptions, and it is included in "Single Download' option. This feature generates a separate .Zip file, where the Xero Files temporary folder is backed up.

Users who select this add-on will also have their uploaded invoices, receipts, and images that are attached to transactions added to their Accounts .Zip file. The exported files are provided in the same format as they were initially added to Xero, ensuring consistency and ease of access.

Why should I use Xportmydata to back up my Xero data if Xero already does it?

Xero is an excellent accounting platform that offers a wide range of features. However, it's important to remember that you're responsible for your own data.

Unlike some other platforms, Xero doesn't offer a one-step feature to copy all of your organisation's data out of the system. Instead, you need to export data from individual areas of Xero and generate reports from the reports screen.

This is where Xportmydata comes in. Xportmydata can help you back up and download all of your Xero data, including files and payroll (for users in Australia and New Zealand).

With Xportmydata, you can ensure that your data is securely backed up and easily accessible whenever you need it.

Where are Xportmydata backups stored?

Xportmydata hosts its servers in Microsoft's data centers in Southeast Australia. We store your data on encrypted hard drives and perform daily backups to ensure its safety.

If you're in a region where data sovereignty is critical, you can download the backup to your local device and securely store it within your region. Once you've downloaded the backup, you can remove it from our servers, ensuring that your data remains under your control at all times.

With Xportmydata, you can be confident that your data is secure and easily accessible, no matter where you are located.

Can I try Xportmydata before I commit to a subscription?

Experience the Xportmydata backup process with our free 7-day trial. Please note that during the trial, you'll be provided with a sample of your actual data, and you won't be able to download the full data.

Additionally, the trial does not include the files and payroll add-ons. Try our trial today and discover how easy and reliable data backup can be with Xportmydata.

Getting started with Xportmydata: A step-by-step guide

To get started with Xportmydata, simply log in using your Xero credentials. Xportmydata will prompt you to allow access to your Xero organisation, and you can access additional organisations by selecting the dropdown each time you log in. Once you've selected your organisations, click "Continue" to be directed to your dashboard.

The dashboard displays all your linked organisations. To queue your backups, simply click the blue "Get Accounts", "Get Files" and "Get Payroll" button for each organisation. Once the backups are completed, you can access them by clicking the blue button labeled "View Your Backups." With Xportmydata, your backups are scheduled to run automatically every seven days, so you can truly "set and forget." It's never been easier to ensure your Xero data is backed up and secure. Try Xportmydata today!

How long does the initial backup take with Xportmydata?

Typically, Xportmydata backups are completed within a few hours. However, when the files add-on is included (included with the "Single Download" option), the initial backup may take several days to complete. This is because of the large number of attachments uploaded against transactions in Xero. Xportmydata is restricted by Xero's access to 5,000 attachments per 24 hours, which can result in longer backup times. Once all the attachments have been downloaded, future backups will typically complete within a few hours. We appreciate your patience during the initial backup process and assure you that Xportmydata is working hard to ensure your data is backed up quickly and securely.

Why can I only see a limited amount of data in my Xportmydata backup?

To continue using Xportmydata after your trial period, you will need to upgrade to the Solo (1), Plus (2-3), or Pro (4-10) plan. If you have any concerns about your exported data not being complete, please don't hesitate to contact our support team at support@xportmydata.com. We are always here to help and ensure that your data is backed up accurately and securely. Upgrade to a paid plan today and experience the full benefits of Xportmydata's backup.

How can I download an offline copy of my Xero data using Xportmydata?

To download an offline copy of your Xero data, simply click the blue "View Your Backups" button from within the Xportmydata dashboard. Next, click the "Download" button next to the relevant backup. Once the backup has downloaded, you have the option to delete it from our servers. Please ensure that you store your downloaded backups in a secure location.

Is there a minimum subscription period for Xportmydata?

Yes, Xportmydata's monthly plans come with a minimum subscription term of 12 months for each organisation, and then continue on a monthly basis. Once the initial 12-month term is completed, we require one month's notice before the cancellation date. However, if you wish to cancel your subscription during the 12-month term, we require payment of the remaining balance of the term. We understand that your business needs may change, and we strive to provide flexible and reliable backup solutions that meet your evolving needs. If you have any questions or concerns about your Xportmydata subscription, please don't hesitate to contact our support team.

Will my backups still be available if I stop using Xero?

If you stop using Xero, your backups will still be available for 12 months as long as you have an active Xportmydata subscription. You'll need to log in using a "non Xero" login, which we can provide upon request. With Xportmydata, you can be confident that your data is securely stored and easily accessible, even if you stop using Xero. If you have any questions or concerns about your backups or your Xportmydata subscription, please don't hesitate to contact our support team.

How can I back up and download my Xero data if I have sold my business?

If you have sold your business and need to back up and download all your Xero financial data, files, uploaded attachments, and payroll (Australia and New Zealand only), Xportmydata can help. With Xportmydata, you can sign up for a Single Download backup of all your Xero data. This provides a simple and reliable way to ensure that you have a secure copy of all your Xero financial data, even if you are no longer using Xero. If you have any questions or concerns about backing up your Xero data with Xportmydata, please don't hesitate to contact our support team.

Can I schedule backups for more than 10 clients with Xportmydata?

Yes, with an Enterprise subscription, you can schedule backups for as many organisations as you need. Xportmydata offers flexible and scalable backup solutions to meet the unique needs of your business. Contact us for more details about our Enterprise subscription and how it can help you manage and secure your data efficiently and effectively. If you have any further questions or concerns about Xportmydata's backup solutions, please don't hesitate to contact our support team.Contact us for more details.

Why does my Xportmydata backup say it is "pending"?

If your Xportmydata backup status shows as "pending," it means that your backup has been scheduled and will be exported to Xportmydata's servers and may take some time to start. Backups are usually complete within hours. However, if you have selected the Files addon, please note that our ability to extract data from Xero is limited to 5,000 files every 24 hours, which can result in longer backup times for organisations with many attachments uploaded against Xero transactions. If your backup contains a large number of attachments, the initial backup may take a few days to complete. If you received an email from us to re-link your Xero organization, please follow the instructions and get back to us. Rest assured that Xportmydata is working hard to ensure that your data is backed up securely and efficiently. If you have any further questions or concerns about your Xportmydata backup status or need additional assistance, please don't hesitate to contact our support team.

How can I save my Xportmydata backup to OneDrive, Dropbox, Google Drive, or Box?

How can I save my Xportmydata backup to OneDrive, Dropbox, Google Drive, or Box? You can save your Xportmydata backup to OneDrive, Dropbox, Google Drive, or Box by following these simple steps. First, download your backup to your local device by clicking on the "Download" button. Then, save the backup to your cloud-synced folders, which can be accessed from your OneDrive, Dropbox, Google Drive, or Box account. Once you have saved the backup to your cloud-synced folder, you can delete the file from our servers. This provides a simple and efficient way to ensure that your Xportmydata backup is securely stored and easily accessible, no matter where you are. If you have any questions or concerns about saving your Xportmydata backup to a cloud-synced folder, please don't hesitate to contact our support team for assistance.

How can I cancel my Xportmydata subscription?

If you wish to cancel your Xportmydata subscription, please note that your initial subscription term is for a minimum of 12 months. After the initial 12-month term, you can contact us to cancel your subscription by providing one month's notice before the cancellation date.

We understand that your needs may change over time, and we strive to provide flexible and reliable backup solutions that meet your evolving business needs. If you have any questions or concerns about canceling your Xportmydata subscription, please don't hesitate to contact our support team for assistance.

Tutorials

An Introduction

If you're new to using Xportmydata, this video tutorial will guide you through the process of setting up your backups. In less than a minute, you'll learn how to connect your Xero organisation, select the data to back up, and schedule automatic backups for peace of mind. Watch the video below to get started.

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