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Getting started with us

22 articles across 3 folders.

Account Setting Up Organisations Understanding The Control-C Portal

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General

34 articles across 1 folder.

FAQ

Category

Help

13 articles across 4 folders.

Control-C How-To backapp How-To Control-O How To

Category

Reseller

6 articles across 2 folders.

Reseller Onboarding Reseller Tips

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Set Up and Onboarding

Start here to connect organisations, configure first-time settings, and orient new users.

Restore and Recovery

Guides focused on exports, restore boundaries, journals, and practical recovery workflows.

Billing and Access

Account administration, billing, user access, and day-to-day account maintenance tasks.

Reseller Operations

Partner-oriented workflows for onboarding, portal operations, and reseller support.

Category

Getting started with us

Account (11) Setting Up Organisations (8) Understanding The Control-C Portal (3)

Account

11 articles

Backing up your Cin7 Omni data

Introduction To backup your Cin7 Omni data using the Cin7 API and Control-C service involves a couple of key steps. Registering as a new user for the Control-O service Creating the

ID 51000342582 Updated Sep 19, 2024

Cancel/Deleting your account

If you would like to cancel your account please ensure that you login to the portal and follow the steps below...

ID 51000197647 Updated Apr 28, 2025 Cancel Delete

Changing account details or resetting your password

Change Account Details Update your account details like name, email address, phone number or address, anytime by following these steps: Select Billing, Account, Account Summary fro

ID 51000014564 Updated Jul 14, 2024 password account

Getting Started

Setting up a new Control-C account Please Note: All links have been checked and direct you ONLY to pages owned by Control-C Click "Create new account" to open the new user registra

ID 51000359634 Updated Aug 22, 2023 registration new account

How do I add additional Users to the Control-C portal/account or additional email addresses

Steps to add additional users to your Control-C account NOTE: Daily Email Reports Adding which Xero orgs a new or existing user can see, will also ensure they receive the daily ema

ID 51000363640 Updated Mar 31, 2025 Add User Edit User

How do I sign up before or after my Trial has expired?

Please login to the Control-C portal On the left hand side you will see a red 'Trial Account' button Please click on 'Upgrade now' and follow the prompts...

ID 51000026417 Updated Oct 25, 2023 Sign up Pay

How do I update my Credit Card details

Login to the Control-C portal and click on your Profile icon and then Billing and Subscription... Over to the right hand side you can see Credit Card or Direct Debit details.

ID 51000365713 Updated Jun 4, 2025 Credit Card Payment

My Control-C Invoices

Finding and Downloading a Copy of my Invoices from Control-C

ID 51000420880 Updated Jul 24, 2024 account Invoice

Selecting a Bank Direct Debit as your payment method

Introduction You can now select to pay by Direct Debit using our payment partner GoCardless (also a Xero partner for Direct Debit) if you do not wish to use a credit card. Steps Lo

ID 51000292826 Updated Sep 1, 2025 Payment direct debit

Setting up your Payment Method

Introduction You can select to pay by Credit Card or Direct Debit. Steps Login to your Control-C account through our User Portal - backup.control-c.com Follow the prompts to select

ID 51000362581 Updated Apr 1, 2025 Payment Credit Card

Update your Billing Address and Company Details

ID 51000348207 Updated Jun 21, 2023 Address Change

Setting Up Organisations

8 articles

Add a Duplicate Organisation - to preserve old data

Normally this process is used for customers upgrading their plans. The reason for this is a new FULL backup needs to be taken to ensure all the additional data is captured moving f

ID 51000499522 Updated Aug 18, 2025 Duplicate org Add Duplicate

Adding or Restricting User Access To Organisations

Adding a new user to manage your organisations You can add as many users that you want to view backup service and/or data, or manage adding and deleting orgs to your account or sim

ID 51000254663 Updated Aug 14, 2025 Add User Users

How do I perform a full backup as a One Off

If you are looking to obtain a one off snapshot of your Xero Accounting data follow the instructions here... 1. Visit our website and click on Price/Buy Now... https://backup.contr

ID 51000508050 Updated Nov 20, 2025 one-off onetime

How to Disable and Enable an Organisation

Xero Tokens don't last forever so at some point in time, you will need to reconnect your Org or maybe you would like to simply disable any further connection to Xero for an Org. Pl

ID 51000366669 Updated Oct 4, 2023 enable disable

Manually start a new backup

Introduction Your backup will start automatically. Your first full backup of all data will only start immediately if you did not start with a free trial i.e. you selected 'Buy Now'

ID 51000308819 Updated Jan 8, 2025

Setting Up Cloud Storage

Prerequisites You must be a Company Manger to complete this task. Supported Cloud Providers Sync your backups to four major cloud storage providers… Dropbox GoogleDrive Box OneDriv

ID 51000254170 Updated Apr 10, 2025

Setting Up Your First Organisation or Adding Additional Organisation

Setting up your first organisation is quite quick and easy. There are two ways to do this.... One is directly through the dashboard shortcut... OR the other is through the Admin Pa

ID 51000254168 Updated Jun 25, 2025

What permissions does a user need to connect Control-C App to your Xero account?

The user that connects the integration with Control-C has to have either Subscriber , Standard or Adviser level user permissions. The API essentially works on behalf of the user th

ID 51000309720 Updated Jul 30, 2025 Xero Access User Roles

Understanding The Control-C Portal

3 articles

Dataset Versions

To download your backed up data, click on ''Dataset Versions' in the Control-C portal... Control-C allows you to see all historical backups, each of these daily backups are called

ID 51000254661 Updated Sep 9, 2022

Organisation Status

In this article, we will discuss the components that the Organisation Status page consists of. But first, what is this page for? Organisation Status page gives you a quick status o

ID 51000254659 Updated Nov 2, 2021

The Portal Dashboard

In this article, we will discuss on how Control-C presents the overall summary of the backups, organisations status, etc. in easiest way possible. Logged In User - Shows the user c

ID 51000254176 Updated Nov 2, 2021

Category

General

FAQ (34)

FAQ

34 articles

Compliance with Xero's 'Terms of Use'

Xero 's Terms of Use are a contract with you. They include Xero's commitment as a service provider and your obligations as a customer. As a professional, it is important to underst

ID 51000345953 Updated Dec 23, 2025 Xero's Terms of Use Reviewed

Control-V - Setup

Setting up Control-V 1. Download from our user portal the Control-V sw 2. Unzip the file on your Windows PC 3. Run the Setup.exe - you will see windows pop up through the process l

ID 51000420013 Updated Jul 24, 2024 Control-V setup

Disable Cloud Storage

Please follow the 3 steps in the screenshots below... Done. The Org should now say "enable Cloud Storage Integration"

ID 51000417241 Updated Jun 25, 2024 Cloud Storage disable

Downloading a backup

The new workflow allows you to select a backup to download and you will be notified by email once it is ready. If you are already logged in to the Control-C portal you will be able

ID 51000414235 Updated Mar 24, 2025 Download

Employee data not showing or backed up

Reason We backup the financial records of your Xero organisation via the Xero Accounting API. We do not backup Payroll related data. Technical Employees This endpoint is used for a

ID 51000023973 Updated Dec 23, 2025 employee Reviewed

How do I create a support ticket

There are a couple of ways to create a support ticket Send an email to support@incontrolhelp.freshdesk.com OR When logged into the Control-C Portal

ID 51000385375 Updated Jan 22, 2024 Support Ticket Ticket

How do I Download all my Xero data?

Downloading all your data should be performed in the Control Panel. 1. Go to My Backups and select the latest version of backup. First download the Attachments (3) then download th

ID 51000510938 Updated Jan 7, 2026 Download oneoff

How do I export my data as Excel (XLSX)

You can Export your data as Excel (XLSX) through the Control-C portal as follows...

ID 51000370489 Updated Dec 24, 2025 Export Excel

How do I know if I have OneDrive Business?

Checking OneDrive versions Here is a link to Microsofts article Windows Version There are several ways to check: Option 1: Option 2: Option 3:

ID 51000379065 Updated Dec 24, 2025 OneDrive Business

How do I see my, or other users, Xero Role?

Introduction Sometimes you may need to check that you have Standard or Advisor User Role in Xero. Here is where you find these details. Steps 1. Go to Setting under the related Xer

ID 51000387162 Updated Feb 8, 2024 Roles Xero Role

How do I view Attachments

There are 3 places in which you can view your attachments Control-C User portal backapp Web backapp Windows Below you will see the same Invoice, from the Demo AU account, along wit

ID 51000424166 Updated Aug 14, 2024 attachments attachment

How to Disconnect OneDrive and Reconnect - OneDrive is not syncing

OneDrive not Syncing? Sometimes the cloud storage connection can become disconnected, usually as a result of the very first back taking a long time before the first sync can then t

ID 51000383930 Updated Jan 12, 2024 OneDrive Sync

How to Restore Your Xero Data: A Comprehensive Guide for Control-C Customers

Introduction Navigating the intricacies of Xero data restoration can feel like traversing a complex maze. It's not a simple "single-click" solution, and approaching it without the

ID 51000431857 Updated Oct 2, 2024 Restore

Invoicing from our billing service and self help of past invoices

Here is a sample reseller invoice that you will receive when you are charged through our billing provider Chargebee. If you would like to see past invoices, please login to the Con

ID 51000350271 Updated Aug 28, 2024 Invoice copies of invoice

Multi-Factor Authentication - MFA (2FA) Setup

MFA is no longer optional and now must be activated to use our services. Several 2FA apps are commonly used for securing online accounts. Some popular options include Google Authen

ID 51000371685 Updated Dec 24, 2025 SSO 2fa

My Accountant is the Subscriber to Xero, who should backup my data?

Even if your accountant is the subscriber to your Xero account, the responsibility for backing up the data ultimately rests with YOU, the business owner. Here’s why: Data Ownership

ID 51000414158 Updated Jun 5, 2024 Doc

My OneDrive is not Syncing

Problem I have setup my OneDrive cloud profile but my backups are not showing up Solution If the Control C Limited folder isn't showing in the Apps folder in OneDrive, it's possibl

ID 51000484074 Updated May 13, 2025 OneDrive not syncing

My Org does not appear in Control-C after connecting it or is greyed out in the list

Symptom: Rarely you may find that the org that you have just added to the backup service does not appear in the Control-C portal as a connected org. If you try to re-add it, you ca

ID 51000372046 Updated Dec 24, 2025 Wont connect connect

One-Off Backup

Introduction Control-C now offers a one-off backup service, which means that you can request a backup of your data on a one-time basis. This service is ideal for customers who may

ID 51000342842 Updated Jun 27, 2024 One Off One Time

Organisation Status

Here is a breakdown of the various status and meanings: Last/Current Dataset Status - There are 4 statuses under this section. Green dot: Complete, the current dataset has complete

ID 51000370493 Updated Dec 24, 2025 Org Status backup

Password Reset not working

Here are some checks if you do not receive your password reset email 1. Ensure that the user email address is valid i.e. you know that this is a valid account. You will see an erro

ID 51000419180 Updated Jul 12, 2024 password reset

Recovering Your Full Set of Accounts: A Guide for Business Continuity

Recovering Your Full Set of Accounts: A Guide for Business Continuity This guide by Control-C Limited outlines the steps to recover a full set of accounts using the data backed up

ID 51000413372 Updated May 28, 2024 Restore Recovery

Restoring to Xero

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 wit

ID 51000348524 Updated Dec 24, 2025 Restore Reviewed

Should my Accountant advise me to backup my Xero data?

Xero partners should definitely read and understand the Xero Terms of Use. It’s a crucial part of their responsibility as trusted advisors to their clients. Why it’s important for

ID 51000414159 Updated Jun 5, 2024 Doc

Steps to Reactivate Your Xero Subscription

You can regain access to your data by reactivating the Xero subscription , which the platform stores for a period of seven years. Xero Central Article - Reactivate your Xero organi

ID 51000508869 Updated Dec 2, 2025 Reactivate Xero Subscription

What are the Key differences and purposes of the General Ledger vs Journal

In a double-entry accounting system, the General Ledger and Journal play distinct roles, even though they work together to maintain accurate financial records. Here's a breakdown o

ID 51000383241 Updated Dec 23, 2025 GL General Ledger

What is the Xero Journal (not the same as Manual journals)

Please read here https://central.xero.com/s/article/Journal-report When it comes to tracking the finances of a business, a double-entry accounting system; using both a general ledg

ID 51000347291 Updated Dec 24, 2025 Journal Reviewed

What is Xero Files

Please read more here https://www.xero.com/nz/accounting-software/store-files/ What is Files used for in Xero? Your Xero file library contains an Inbox and Contracts folder. You ca

ID 51000354133 Updated Dec 24, 2025 Files attachments

What plan should I choose, what should I backup?

Introduction Listed below are the four plans that Control-C currently offer our customers. To help you decide what plan to choose, please read the details, top down i.e. Bronze inc

ID 51000412307 Updated May 22, 2024 plan backup

Who is Responsible for backing up Your Xero data?

While Xero does perform regular backups of their system for disaster recovery and data integrity purposes, you as the business owner are ultimately responsible for backing up your

ID 51000414157 Updated Jun 5, 2024 Doc

Why should I backup my Xero data?

As a business owner using Xero, you should absolutely be backing up or taking copies of your data. While Xero does have robust security measures in place and performs regular backu

ID 51000414156 Updated Jun 5, 2024 Doc

Why you should not attempt to restore data to Xero

The Bitter Truth: Xero Restoration is No Fairy Tale Xero's API, the tool for data restoration, is like a picky eater with limitations. It can't touch the heart of your accounting h

ID 51000383264 Updated Dec 24, 2025 GL Journal

Xero Business vs Cash Book and Ledger Accounts

Please note that while we can backup Cash Book org, there are no Attachments used in Cash Book or Ledger https://www.xero.com/nz/xero-ledger-and-cashbook/ Xero Non-GST Cashbook Xer

ID 51000413434 Updated May 29, 2024

Xero Organisation Changed - mismatch org message when trying to reconnect

Symptom Rarely you may find that your org that you have just added to the backup service does not allow you to connected the org as it thinks that there is a mismatch. An error lik

ID 51000418653 Updated Jul 8, 2024 mismatch diconnected

Category

Help

Control-C How-To (7) backapp How-To (3) Control-O How To (2) Errors (1)

Control-C How-To

7 articles

How do I change or stop receiving daily backup status emails

If you would like to disable or change the frequency of your email notifications for your backup status or only be alerted when there are issues, then please go to User Profile/Set

ID 51000141040 Updated Apr 28, 2025 Daily status email email

How do I check the backup status of my backup?

Please note that this is for PAID subscribers i.e. if you are in Trial mode, you will only see the first 50 records of each area in Xero backed up and not completed Dataset as such

ID 51000347958 Updated Jun 20, 2025 backup complete

How do I delete a Xero organisation that I no longer wish to backup

Login to the Control-C portal Select Manage my Company from the menu Select Manage my Organisations Find the organisation that you wish to delete and click on the trash can icon an

ID 51000109009 Updated Jun 18, 2021 Delete Remove

How do I reconnect a disconnected Xero Org

Reasons for the Disconnect Common Causes for Disconnection Xero is designed to maintain a connection until a specific security or inactivity event occurs. The tokens typically disc

ID 51000112060 Updated Nov 26, 2025 Disconnected Xero Organisation

How To Archive Xero Organisation

What does Archiving an Org do and why would you use it? Please note that Archiving is purely that, it simply stops any further backups being taken, removes the Xero connection and

ID 51000257768 Updated May 24, 2024

How To Preview Attachment

Go to Data > Xero Items > Attachments Click on 'view details' of the attachment you wish to view Click on the 'preview' button. A popup of a preview of your attachment should displ

ID 51000257769 Updated Nov 2, 2021

PDF all or Some or One of your Invoices along with the linked attachments

Introduction Have you ever wanted to export all your invoices as a PDF at the click of a button? Well, you can PDF all your Invoices in one click OR select a date range and export

ID 51000362698 Updated Sep 12, 2023 PDF Invoices

backapp How-To

3 articles

How do I export as XLSX using backapp for Windows/OSX

Pre-requisites Download a copy of backapp for Windows/OSX Where do I download 'backapp' or 'Control-V' sw from? Import your backup data How do I import and view my Xero data in bac

ID 51000431205 Updated Sep 26, 2024 XLSX backapp

How do I import and view my Xero data in backapp v1.4

Click here to view a short video on how to import and view your Xero data in backapp Please reach out to support if you have any questions. NOTE: If no data imports, please check t

ID 51000024799 Updated Nov 14, 2024 backapp import

Where do I download 'backapp' or 'Control-V' sw from?

Free Software Please login to the customer portal at Control-C User Portal On the left hand side the last menu option called 'Free Software' please click here Choose the sw to down

ID 51000024798 Updated Aug 15, 2024 backapp Control-V

Control-O How To

2 articles

GoogleDrive setup

Here are some simple steps to add your sync of your data to GoogleDrive In the menu choose 'Manage my Company' then 'Manage Xero Organisations' Select the Org that you wish to conf

ID 51000390209 Updated Mar 1, 2024 GoogleDrive Sync

Setting up Cin7 Backup

For us to start backing up your Cin7 account, let's start by going through the following steps. From the left navigation pane, navigate through Cin7 > Cin7 Company > Manage Cin7 Or

ID 51000347712 Updated Jun 20, 2023

Errors

1 article

Error Summary - backup messages

Here are definitions of the common error messages that you will see API Call Exceeded Understanding Xero API Rate Limits and Backups with Control-C This article explains API rate l

ID 51000016528 Updated Apr 15, 2024 error errors

Category

Reseller

Reseller Onboarding (4) Reseller Tips (2)

Reseller Onboarding

4 articles

Reseller Tips

2 articles

Reseller: Billing Information

Using the User Portal, click on 'Account' to show you the details of your account...

ID 51000340568 Updated Jun 30, 2024 Reseller

Reseller:Adding a Reseller email address for daily status reports

Overview You can add a Reseller specific email address for each customer's status email to be sent to i.e. you might have a commonly monitored support email address that collects a

ID 51000347160 Updated May 2, 2024 email Daily status email