Xero

How to set up Xero backup

Follow the below steps to set up Xero backup using SysCloud.

Note: Only the primary owner can set up a Xero backup with SysCloud.

Step 1: Log in to your SysCloud account.

Step 2: Click "Jobs" from the top menu bar.

Step 3: Enter a job name and a description (optional). Click "Next".

Step 4: Click the "Connect" option beside Xero from the Clouds list. 

Step 5: Click "Connect and add Organizations".

Step 6: Sign In to Xero to authenticate.

Step 8: Select the checkbox next to the Xero organization(s) you want to backup. Click "Confirm".

Step 9: Click "Start backup".

5. Define backup job scope

8. Backup started message