There is no native restore process with Xero to allow backups to be recovered automatically although it's important to note that we will provide full support in following the below restore process.
The restore process is manual and allows you to extract the data you need from Xero Backup and import that into your Xero account. The below table shows the file formats that Xero supports for various items;
As standard, data recovered from Xero Backup is downloaded in .JSON format which can then be converted to .csv and imported back into Xero.
In order to recover data and restore the data to Xero, please follow the instructions outlined 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.
Important note: From this point, we recommend consulting the detailed guides on Xero's knowledge base (e.g. Import a chart of accounts) to assist you in recovery. Use their provided templates to make sure you import your data correctly.
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. Untick the box for Use original column name as prefix, as this option causes the columns to be named "Value.(name)", which means they cannot be recognised by Xero's system on import. Then click OK.
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.
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