How to export Xero data from the SysCloud application?

Easily perform bulk or granular exports on your backed-up data for Xero, including transactions, lists, and attachments

Follow the steps below to perform bulk or granular exports of Xero data, including transactions, lists, and attachments.

Step 1: Sign in to your SysCloud account at https://app3.syscloud.com/free-trial.

Step 2: From the left-side app menu, click the Xero icon to view backed-up Xero data.

Step 3: Go to the Archives tab from the top navigation bar.

Step 4: Click on the Organization name to view the backed-up data for that Xero organization.

Step 5: Choose the type of data you want to export by selecting one of the available tabs: Transactions, Lists, or Attachments.

Step 6: To export transactions, click the Transactions tab. You can perform a bulk or granular export by selecting one or more transaction types (e.g., Invoices, Credit Notes, Purchase Orders), then clicking the Export button.

Step 7: You can perform both granular and bulk exports by clicking on a specific transaction or selecting all transactions for a particular transaction type (e.g., Invoices) and then clicking Export.

Step 8: A pop-up window will appear showing the export date. You can also add an optional comment. Click Export to proceed.

Step 9: To track export progress, go to the Reports tab, select Export Report from the dropdown, and view the export status, item counts, initiated user, and progress, along with the download link.

Step 10: Click the Download link to get the exported data.

Step 11: The download link remains active for 7 days. You can also see the file size and expiration details.

Step 12: You can check your remaining export download limit at the top of the Export Report screen.