adding xero app

Share:

Share on facebook
Share on twitter
Share on linkedin

How to Back Up Data For Xero, HubSpot, QuickBooks, MYOB, Salesforce, Dear Inventory

With cloud-based systems like Xero, QuickBooks, HubSpot, MYOB, Salesforce it is important to have a backup of all data. Not just as a safety precaution when the system is down but also for easy migration to a new system. In the following step-by-step instructions, we demonstrate how you can achieve a backup in SQL Server with Acterys. The SQL Server relational format is a database standard that is supported by nearly any client tool (e.g. Excel, Power BI, Tableau, etc.).

Here is how to backup Xero, QuickBooks, HubSpot, MYOB and Salesforce Data, a simple step-by-step process.

Backup Xero, QuickBooks, HubSpot, MYOB and Salesforce Data

1. Start a subscription at https://acterys.com/start-your-trial/
2. Once your tenant is ready (shouldn’t take more than 3 minutes (there is a  free, assisted onboarding with a specialist available)
3. Go to the “integration” menu and choose the system of choice: Xero, HubSpot, QuickBooks, Salesforce, Dear Inventory and MYOB

Acterys Connectors Xero QuickBooks MYOB HubSpot, Salesforce
Acterys Connectors Xero QuickBooks MYOB HubSpot, Salesforce

4. Log in to your account(s) – you can add as many companies as you like to one backup database

Create Backup for Xero, Quickbooks, HubSpot, Salesforce, MYOB
Create Backup for Xero, Quickbooks, HubSpot, Salesforce, MYOB

5. This will now automatically load all data in the optimal format, that caters for multi-company handling. Among others adding unique keys so that data is clearly associated with the specific company in a multi-company environment. The format also automatically caters to consolidation requirements when a holistic picture across multiple companies is required.

6. The data is stored in relational tables that reflect the particular subject area e.g. journals, invoices, contacts, deals, etc And can be accessed with a variety of options:

  1. Free SQL Server Management Tool
SQL Table Sample
SQL Table Sample

Need Tailored Reporting, Planning & Analytics Solutions?

Talk to our solution experts now

Book a Meeting

2. Excel

SQL Connect From Excel
SQL Connect From Excel

After that, you can add the necessary table(s) to Excel and have a “live link” from there. When for example the data in one of the source systems (Xero, HubSpot, QuickBooks, Salesforce, Dear Inventory and MYOB) changes, it will automatically update in Excel:

Xero Backup from Excel

Xero Backup from Excel

This is the complete step-by-step process to backup Xero, QuickBooks, HubSpot, MYOB and Salesforce data to any SQL server using Acterys PowerApps tool.

Want to See How Planning at Hyper Speed Feels Like?

Take Acterys Power BI out for a test drive now!

Start Free Trial