Since WOWzer Backup and Restore relies on Xero’s API (Application Programming Interface), we are limited to what data can be transferred. This limitation means that we are restricted on the data that can be transferred in and out Xero. Therefore, we are unable to backup and restore all of the Xero data, and are limited to what the Xero API allows. However, as the Xero API continues to improve, WOWzer Backup and Restore will regularly update in order to provide the best, and most comprehensive, service possible.
NOTE: If you have attempted a restoration of Xero data and it did not work they way you expected, please contact support and we will assist your restoration of Xero data. Due to the unique way each accountant and bookkeeper performs their tasks and the uniqueness of each company some adjustments may need to be made for your restore to be successful.
Please review the following for the current limitations.
The following list is not backed up or restored:
- Branding Themes
- Budgets
- Repeating Invoices
- History/Notes
- Australian Payroll – Employee Tax File Nos (TFNs) and ex-employee history
Additional Notes
- When backing up a Xero organization with multiple users in a company, each organization has its own unique ID; therefore, only one user per company is to backup each organization. If 2 users proceed, there could be errors.
- Locked account numbers and names must remain in their default format, set by Xero. Any new Xero organizations created will use its default account numbers and names for the locked accounts. If any of these locked accounts in the original Xero organization have been altered, the restored data will not be restored to the correct accounts as the account numbers and names are not mapped correctly. If the account numbers and names of the original organization have been altered, they need to be adjusted on the new organization to match the original organization before a restore can proceed, or else the data will be incorrect.
- If a tax rate is created from other SaaS software, such as Hubdoc, this tax rate may be backed up and labelled as ARCHIVED in the backup automatically by Xero. If this occurs, any transactions that use this tax rate in the original Xero organization will not be available in the restored organization if the tax rate in the backup is deemed ARCHIVED.
- The Xero API’s do not list the General Ledger report; therefore, a copy should be downloaded separately and stored accordingly.
- Multi-currency transfers between bank accounts cannot be restored. They are, however, backed up and can be manually uploaded from a CSV file.
- Items that need to be addressed on a RESTORED Xero organization:
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- The company year-end date should be checked in the restored Xero organization for correctness.
- Reconnect bank feeds for all bank and credit card accounts.
- To connect a credit card bank feed for a restored account, a new credit card account will need to be set up. Restored organizations for credit card accounts are treated just like a bank account and will not be able to connect to a credit card bank feed as is.
- Unreconciled bank transactions do not appear on the restored Xero organization.
- Some credit items for vendors will have to be matched manually.
- Custom reports and archived reports will need to be recreated.
- User accounts will need to be recreated.
- Online payment connections such as PayPal, Stripe, etc., will need to be re-established
- If you used invoice reminders in your original Xero organization, you will have to turn them back on and recreate any messages that you use.
- Email settings will need to be recreated.
- The Xero RESTORED organization must have the same options as the original. For example, if the original has the Projects and Expenses options, the organization to be used for RESTORATION must also have the same options as the original.
- ROUNDING account – Any amounts in the original Xero organization will not be in the backup and, therefore, in the restored organization. Any amount(s) in the original Xero organization must be entered manually. A copy of the ROUNDING account transactions from the original Xero organization will need to be made separately.
- Attachment (s) inserted from Xero files will not be connected in the restored Xero transaction.
- Archived accounts in the original Xero organization will show up on the restored Xero organization as part of the chart of accounts. If you wish to keep them archived, please note that you will have to archive them once again in the restored Xero organization.
- Repeating invoices in the original Xero organization will need to be recreated in the restored Xero organization.
- If invoices on the original Xero organization do not include the invoice number, the invoice will not be part of the restored organization.
- Xero restricts daily data transfer limits therefore, if an organization is too large, the data transfer will have to resume the following day.
- Check settings that will need to be recreated that you used in your original Xero organization.
