Table of Contents
Getting Started
How to Sign Up and Create an Account
There are two options when you sign up for an account on WOWzer Backup and Restore. You can create your account with an email and password of your choice, or you can sign in with your existing Xero account.
Email/Password
To create an account with an email and password of your choice, type in your email address in the “Email” box, and a password of your choice in the “Password” box. Once completed, press the “Sign Up” button. You will then land on a page that will ask you to scan the QR code with an authenticator app. For security purposes, WOWzer Backup and Restore will require two-step authentication with an authenticator app. Please open the authenticator app of your choice (for example: Google Authenticator), scan the QR code, and type in the passcode that appears on the authenticator app. Once that is complete, you should proceed into WOWzer Backup and Restore. However, in order to finalize your account creation, you will have to verify your account. Check the inbox of your email address and you should have received an email asking you to verify your account. Follow the instructions in the email and verify your account. Once verified, you have successfully created your WOWzer Backup and Restore account! To log in in the future, enter the email address and password into the appropriate boxes and press “Log In.”
Existing Xero Account
To create an account with an existing Xero Account, select “Sign Up / Login In with Xero.” Enter your Xero account credentials, and press “Log In.” You will arrive on a page that asks for permission to allow WOWzer Backup and Restore to access your User Account Information. Press “Allow Access” to proceed. Congratulations, you have created your WOWzer Backup and Restore account! To log in in the future, select “Sign Up / Login In with Xero” and enter your Xero account credentials.
How to Connect your Xero Account
To connect to your Xero account, go to “Xero Account” and then press the green button listed “+Add New Account” on the top right corner. Enter your Xero account email address and press “Add.” Log in with your Xero credentials. If your WOWzer Backup and Restore account was created with your Xero account, you will not be asked to enter your Xero credentials. Once completed, you have successfully connected your Xero account!
How to Connect an Active Organization
To connect to an Active Organization, please complete the “How to Connect your Xero Account” guide first. Following the completion of that guide, you will arrive on a page that asks for access to organization data. Click the “Select an Organization” dropdown button and select the organization you would like to connect. Once selected, press “Allow access” at the bottom of the page. You will then be asked to add the Conversion Date. Select the Conversion Date and press “Save Changes.” If you do not know what the Conversion Date for the organization is, please following the next guide “How to Find the Conversion Date.” Once completed, you have connected an organization!
How to Find the Conversion Date
To find the Conversation Date of an organization, open up the organization on Xero. Select “Accounting” and then “Advanced.” Select “Conversion Balance” under the “Advanced Settings” column. Press the “Conversion Date” date button near the top of the window. This is the Conversion Date of the organization. Take this Conversion Date and input it into the “Conversion Date” box during the connection of an organization.
How to Backup an Organization
Backups automatically occur everyday at 12:00 AM PST. If you would like to manually start a backup, locate the Active Organization you would like to backup on the “Xero Accounts” page. Once located, press the “Backup” button – it looks like a cloud with a downwards arrow. You have initiated a manual backup!
How to Adjust the Backup Duration
To adjust the duration of how long a backup is stored for, locate the Active Organization you would like to adjust the backup duration fur. Once located, press the “Backup Duration” button for the chosen Active Organization. A pop-up window should appear. First, you can select the date of which the backup will start from in the “Backup from” box. This is only applicable to the dates of when you have an existing backup. After selecting the date of an existing backup, you can select the duration of how long you would like to keep your backup. By default, only 7 days of backup are kept. If you would like to extend it up to 10 days, or 20 days, or even lower it to 3 days, please enter the amount you would like in the “Validity Period” box. Once you press “save,” you have successfully adjusted the backup duration of your organization!
How to Restore an Organization
To restore an Organization, you first need to create a new Organization on Xero. It is important to note that unless you have your Chart of Accounts available to import, please select the default Chart of Accounts provided by Xero, and delete all accounts that are unlocked and can be deleted on the next screen. The restore will restore the Chart of Accounts from the original Organization. Continue through the rest of the setup for a new Organization on Xero and press “Finish.”
Once you have created a new Organization on Xero, connect the new, blank Organization to WOWzer Backup and Restore. If you do not know how to connect a new Active Organization, please review this guide here.
Once the new Organization is connected on WOWzer Backup and Restore, locate the original Organization you would like to backup from. The Active Organization requires at least one backup in order to restore to an Organization. Once located, press the “Restore” button on the original Active Organization – it looks like a cloud with an upwards arrow. A window should popup that allows you to adjust the restore settings. In the “Backup Date” box, select the which date of backup from the original Organization you would like to backup from. In the “Module” box, please select “All.” This will restore all data from the original Organization to the new Organization. The “Sync Data From” box should be unclickable, greyed out, and it should be labeled with the original Organization you are restoring the data from. Next, in the “Sync Data To” box, select the Organization you would like to restore your data to; in this instance, the new, blank Organization you just created. Once the settings are adjusted correctly, press “Restore Xero Data.” Lastly, review the confirmation check that confirms the Organizations in the restoration. If this is correct, press “Start.” Congratulations, you have initiated a restore!
How to Disconnect an Active Organization
To disconnect an Active Organization, locate the Active Organization you would like to disconnect on the “Xero Accounts” page. Once located, press the “Disconnect from Xero” button on the right side of the page, under the “Action” column. The button should now read “Connect to Xero.” The Organization has been disconnected.
How to Reconnect an Organization
To reconnect an Organization, locate the Inactive Organization you would like to reconnect on the “Xero Accounts” page. Once located, press the “Connect to Xero” button on the right side of the page, under the “Action” column. This should prompt the Xero login process. If you are already logged in to your Xero account, the Xero login process will be skipped. After providing your Xero credentials, you should see a page that asks for permission to access the Organization. Select the Organization you would like to reconnect. Press the blue “Allow Access” button on the bottom of the screen. You should be returned to the “Xero Accounts” page and the button under the “Action” column should now read “Disconnect from Xero.” The Organization has been reconnected.
How to Delete an Organization
Deleting an Organization will also delete its backup data. To delete an Organization, locate the Organization you would like to delete on the “Xero Accounts” page. Once located, press the blue “Delete” button – it looks like a trash can. The backup data and the Organization will be deleted.
How to Download a Backup
To download a backup, locate the Organization you would like to download on the “Xero Accounts” page. This can be an Active or Inactive Organization. Select “View” on the Organization to view the completed backups. Select the file with the listed date that you would like to download. Once selected, press the blue “Download” button on the top left corner, above the “Module” label. The download should commence shortly, and you should receive a file in your computer’s default download location. The backup has been downloaded to your local computer.
How to Delete the Backup Data
This will delete all of the backup data of an Organization. If you would like to lower the number of backups you store, please review the “How to Adjust the Backup Duration” guide.
To delete the backup data of an Organization, locate the Organization you would like to delete its backup on the “Xero Accounts” page. This can be an Active or Inactive Organization. Once located, press the blue “Clear Data” button – it is a square icon with a line across the middle. A window will pop-up, asking for confirmation for clearing all data from this Xero account. Press “OK” to confirm. You have deleted the backup data of an Organization.
FAQ
What is an Active Organization?
An Active Organization is an organization that is active on Xero and connected to our WOWzer Backup and Restore services. This means that the organization will be backed up daily.
What is an Inactive Organization?
An Inactive Organization is an organization that is no longer connected to our WOWzer Backup and Restore services. This will occur if the user decides to disconnect the Xero account from WOWzer Backup and Restore, or if the Xero account is no longer active. Daily backups will no longer occur on these accounts.
Can I get a free trial?
Yes! Every new user will have a 14-day free trial. In addition, the first 2 Active Organizations are free indefinitely, as well.
How does pricing work?
Please review our pricing page here: WOWzer Backup and Restore Pricing
Where is my data stored?
Your data is stored on a secure cloud-based storage. We are constantly improving and testing our security. We also recognize the different data protection laws around the world therefore we follow all guidelines and provide a different location for all regions we service. Therefore, please select the correct region of storage when using WOWzer Backup and Restore.
How long is my data stored?
Your data can be stored in our cloud storage from 3 days, and up to 30 days. By default, every backup is stored for 7 days. You can adjust this by adjusting the “Backup Duration.”
How long does it take to complete a backup?
Depending on the size of the organization file, it may take 1-3 hours, or even up to 1-2 days. Xero restricts daily data transfer limit therefore if an organization is too large, we will have to resume the first backup the next day.
How long does it take to restore an Organization?
Depending on the size of the organization file, it may take 1-3 hours, or even up to 1-2 days. Xero restricts daily data transfer limit therefore if an organization is too large, we will have to resume the first backup the next day.
Can I access my backups even if the Xero Organization is no longer active?
Yes! As long as the backup data is still stored on WOWzer Backup and Restore, and disconnected from Xero, it will be considered an “Inactive Organization” and you will still have access to it, even if the Xero Organization is no longer active.
Can I keep a copy of my backup locally?
Yes! You can download any completed backup, from any date, as long as it is within the Backup Duration. Please review the guide on how to download a backup here.
