Instructions

Numerint is optimised for ease of use. You do not need to register or create an account. You just log in using your Xero credentials and grant Numerint read-only access. Your Xero credentials are not shared with Numerint, and you are invited to disconnect Numerint once you have finished.

First of all you click a button to scan your account to assess how many attachments will be backed up. You will be quoted a price based on the pricing policy shown on the home page (see pricing on home page). The next step is to click the button to backup and complete your card payment details (hosted by Stripe which will also send you an invoice). The backup will begin immediately. The status of the backup includes an estimated time of completion. Depending on the size of the backup it could takes minutes, hours or even days. Feel free to browse away and come back.

When the backup is complete, buttons will appear to download the data and the attachments. A CSV data file and a ZIP file containing all the attachments (e.g. PDFs, JPGs) will download to your computer's download folder. We suggest you store these files safely for long-term keeping.

Instruction page illustration 1

Step 1

Click 'Backup' in the navigation bar above.

Instruction Step 1: Click Backup in the Navbar
Instruction Step 2: Accept cookie policy

Step 2

If you have never accepted cookies on this website before, you will be redirected to the cookie policy page (cookies are required to use this service).

Step 3

Follow the prompt to log into your Xero account, then select the relevant organisation(s).

Instruction Step 3: Log in with Xero
Instruction Step 4: Scan your files

Step 4

On the accounts page select "Click to Scan".

Step 5

Numerint Backup will perform a scan to identify the relevant price band: this should only take a couple of minutes.

Note different states:

Pending - The job has been submitted however it hasn't started yet.
Scanning - Identifying the relevant price band.
Running - Data is being backed up.

Instruction Step 5: Scan will be performed to identify relevant price band
Instruction Step 6: Accept the terms and conditions and click buy

Step 6

Once the scan is complete, accept the terms and conditions, click 'Buy' and complete the checkout with Stripe.

Step 7

Your data will be backed up: An estimate will be displayed. Firms with hundreds of attachments will complete in a matter of minutes. Those with several thousand could take hours or even days. Feel free to close the browser and check back in later.

Instruction Step 7: Your data will be backed up
Instruction Step 8: Backup complete, you can download your files now

Step 8

Once the backup completes click to download the data and attachments. The accounting data file contains invoice and bank transaction data alongside the name of the associated attachments. The accounting data is downloaded as a CSV file that can be opened in a text editor or, preferrably, spreadhseet tools such as Microsoft Excel or Libre Office. The attachments are downloaded in a single ZIP file. Inside there are two folders: one for invoices and one for bank transactions. If you explore the data in the accounting data file, you will see the columns "AttachmentFolder" and "AttachmentFilenames" to help you pinpoint the attachments in the ZIP file.