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Managed Xero migration

Move from Xero with the migration handled for you.

Clearer work, fewer loose ends

  • Move from Xero with the migration handled for you.
  • Your Xero history, contacts and balances are moved across for you, so your books are ready to use from day one.

Managed Xero migration

Step 1

Move from Xero with the migration handled for you

Available in New Zealand

Your Xero history, contacts and balances are moved across for you, so your books are ready to use from day one.

What your accountant sees

A managed migration path for clients moving from Xero, with chart of accounts mapping, historical data brought across, conversion balances set at the changeover date, and a reconciliation check before the client goes live.

Back to Client Workspace
  • Guided onboarding

    From signup to a live set of books, in order.

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  • Data imports

    Bring your own spreadsheets.

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  • Conversion balances

    Opening balances that reconcile cleanly from day one.

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See managed xero migration on your own data