Introduction
Xero does not offer a restore or rollback function using their API. The API is limited in a couple of key areas and attempting to restore data using it is fraught with challenges. For example, you cannot push the core of the accounting data, the Journal itself. Even if you did push all the data back into Xero, you would need to perform reconciliation of all your accounts. This is not an easy manual task, especially if you have a lot of data.
Caveat Emptor
There is no complete "push button" restore function that will turn back your data to how it was before you made changes in Xero. If anyone tells you otherwise, be suspicious. There will be a whole load of caveats and fine print.
Our Solution
Control-C offers a different approach to that of attempting to restore data back into Xero.
Your Control-C backup includes the Journal. This Journal allows you to reconstitute your financial records should you need to. It is the heart of the double entry accounting system that holds the trail of transactions as they happened. We also backup five key reports that would be required for a manual recover process, along with all the other accounting data that you need, including attachments.
Recovery Approach
There are multiple approaches that would not require manual re-keying of data. The easiest and best approach would be to simply open a new Xero org and then using the closing balances from the backup, use these as your opening balances and then import the likes of your Contacts, Chart of Accounts, and Payables/Receivables into the new Xero org. There may be other items that you also wish to import.
If you do need to restore data, we can assist with some key areas. However, the specifics would be handled on a case-by-case basis and our time charged out at an hourly rate.
Historical Records
Our product, 'Backapp', can reconstitute your financial records in less than an hour (minutes). Your company will struggle to operate without instant access to your accounting platform and financial records. If you would like to learn more about backapp, please see some of our articles and videos.
Why Use Control-C
By using our service, you are protecting your data and ensuring you can get to that data easily.
Our backup service provides complete peace of mind. Due to the current Xero API limitations, we cannot offer any form of push button restoration, but our backup service provides complete data visibility necessary for accurate business continuity moving forward.
Conclusion:
In a world where the reliability and security of digital systems are of utmost importance, mitigating counterparty risk is a prudent step for any business. By employing a third-party backup solution for your financial records, you strengthen your security, maintain control and accessibility, safeguard against vendor lock-in, and ensure compliance with regulatory requirements. Reduce counterparty risk, safeguard your financial data, and enjoy improved peace of mind by implementing a robust backup strategy that includes a reputable third-party provider. Don't leave your sensitive financial records to chance – take control and protect your business today.
Let me know if you would like to chat more about this. We are happy to take a call and discuss further and help you with your business continuity plan.
Main: (+64) 9 520 6397
Campbell Green (+64) 21403033
campbell@control-c.com