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ERP Systems to Xero Migration Services
Move from a complex ERP system to Xero with your financial history, account structure and reporting requirements properly mapped before anything is transferred.
Our ERP to Xero Migration Services cover data assessment, extraction, mapping, Xero setup, historical transaction migration, reconciliation, testing, training and post-migration support.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Clients We Migrated into Xero
What our client Says
Moving From an ERP to Xero Needs More Than a Data Import
ERP systems often contain much more than a general ledger.
Your existing system may hold departments, cost centres, multiple entities, inventory, projects, purchase approvals, customer records, supplier records, foreign currencies and years of transaction history.
Xero structures financial information differently.
Move
Transfer the financial records and historical data you need in Xero.
Redesign
Map ERP account codes, departments, cost centres and reporting structures into a practical Xero setup.
Connect
Where specialist ERP functions are still required, we can help identify suitable systems that work alongside Xero.
What Can Be Migrated From Your ERP System to Xero?
The exact migration scope depends on your ERP, available exports, data quality and how much history you want to retain.
Our ERP data migration to Xero can include:
Customers and Suppliers
Transfer customer and supplier records required for ongoing accounting and historical transactions.
Chart of Accounts
Review and map your existing nominal or general ledger accounts into an appropriate Xero chart of accounts.
Historical Transactions
Move agreed periods of accounting history so previous financial activity remains available for reporting and comparison.
Sales Invoices and Credit Notes
Migrate historical and outstanding customer invoices where suitable source data is available.
Purchase Bills and Supplier Credits
Transfer bills, supplier credits and outstanding payables into the correct Xero accounts.
Manual Journals
Recreate relevant journal entries required to maintain your historical financial position.
Bank and Credit Card Transactions
Migrate historical banking activity and reconcile balances against the agreed source records.
Fixed Assets
Transfer agreed fixed asset information and establish the appropriate opening position in Xero.
Multi-Currency Transactions
Where required, we can assess historical foreign currency transactions and determine how they should be represented in the new Xero organisation.
Accounts Receivable and Payable
Outstanding customer and supplier balances are checked against the source system as part of the migration process.
An ERP Structure Cannot Always Be Copied Directly Into Xero
This is one of the most important parts of an ERP to Xero conversion.
ERP platforms and Xero are built differently. Attempting to reproduce every ERP field, module and coding structure inside Xero can create an accounting system that is unnecessarily complicated.
Instead, we review how each part of your existing setup should work after migration.
01
Departments, Cost Centres and Locations
We review your existing departmental or cost centre structure and determine how the required reporting should be represented within Xero.
02
Inventory and Warehousing
Businesses using advanced inventory, multiple warehouses, manufacturing or order management may need Xero to work alongside a dedicated inventory platform.
03
Purchasing and Approvals
If your ERP currently controls purchase requests, purchase orders or approval workflows, we review whether the process should sit inside Xero or a connected approval application.
04
Group and Multi-Entity Reporting
Where separate legal entities need their own accounting records, we can design the Xero structure and consider suitable reporting tools for group-level reporting.
05
Projects and Job Costing
Project structures are reviewed separately so that important financial reporting is maintained without importing unnecessary ERP complexity.
06
CRM and Operational Data
Not every customer, product or operational field belongs in the accounting system. We identify what Xero actually needs and what should remain in a CRM or operational platform.
Choose How Much History You Need in Xero
Not every company needs the same migration.
We help you choose a migration approach based on your reporting requirements, available data and budget.
Sage ERP Systems
Best for businesses that mainly need Xero ready for future accounting.
This can include:
- Xero organisation setup
- Chart of accounts
- Customers and suppliers
- Outstanding invoices and bills
- Bank opening balances
- Agreed conversion balances
Historical transactions remain in the old ERP for reference.
Recent Historical Migration
Suitable when management needs comparative information inside Xero.
This can include:
- Opening balances
- Current financial year
- Previous financial year
- Sales and purchase transactions
- Bank and card activity
- Receivables and payables
- Reconciliation
Full Historical Migration
Designed for businesses that want several years of detailed accounting records inside Xero.
The migration may include:
- Multiple financial years
- Historical invoices and bills
- Payments and banking transactions
- Journals
- Multi-currency transactions
- Fixed assets
- Historical reporting data
The available source data determines the level of historical detail that can be reproduced.
Complex and Multi-Entity Migration
For groups, international businesses and more complicated ERP environments.
We assess each entity separately and create a migration plan covering account mapping, currencies, reporting structures, applications and migration dates.
Choose How Much History You Need in Xero
Not every company needs the same migration.
We help you choose a migration approach based on your reporting requirements, available data and budget.
Opening Position Migration
Sage 200 to Xero
Migration of financial records, nominal accounts, customers, suppliers, transactions and agreed reporting structures.
Sage 300 to Xero
Move accounts receivable, accounts payable, general ledger and historical financial records into Xero.
Sage X3 to Xero
Support for larger Sage environments involving historical transactions, multiple currencies and more complex finance structures.
Sage Intacct to Xero
Migration planning for businesses moving from a more detailed cloud finance environment into a simpler Xero structure.
SAP Systems
SAP Business One to Xero
Move core financial information from SAP Business One while reviewing multi-currency, inventory, reporting and connected-system requirements.
SAP Business ByDesign to Xero
Assess and migrate relevant financial data while redesigning the accounting structure around Xero.
Oracle NetSuite to Xero
Move from NetSuite to Xero with a structured approach to account mapping, historical financial data, currencies, entities and connected applications.
Acumatica and MYOB Advanced
Transfer relevant financial information from Acumatica or MYOB Advanced while reviewing project, inventory and operational requirements separately.
Microsoft Dynamics Systems
Microsoft Dynamics NAV to Xero
Transfer financial history, customers, suppliers, ledger information and agreed reporting data.
Microsoft Dynamics GP to Xero
Move financial records from Dynamics GP into a properly configured Xero organisation.
Microsoft Dynamics 365 Business Central to Xero
Review finance, reporting, entity and integration requirements before restructuring the required information for Xero.
Other ERP Systems
We can also assess migrations from platforms including:
Odoo, Infor, Epicor, SYSPRO, Deltek, Pegasus Opera 3, Tally ERP, Brightpearl, Access Dimensions and other financial or ERP systems.
If your system is not listed, send us details of the platform and the reports or data exports available. We can review what can realistically be migrated before providing the migration scope.
Our ERP to Xero Migration Process
Complex migrations work better when each stage has a clear purpose.
Discovery and Requirements
We review your current ERP system, company structure, financial year, required migration period, transaction volume, currencies, reporting needs and planned Xero go-live date.
01
ERP Data Review
We examine the available exports and financial reports to understand what data exists and identify potential gaps or inconsistencies.
02
Migration and Mapping Plan
We create the mapping between your ERP and Xero, including the chart of accounts, tax treatment, contacts, reporting structure and historical transaction requirements.
03
Data Extraction and Preparation
Required records are extracted, cleaned and prepared in a format suitable for the agreed migration method.
04
Xero Setup
We configure the Xero organisation, including financial settings, chart of accounts, taxes, bank accounts and other agreed settings.
05
Data Migration
Approved financial data is transferred into Xero according to the agreed migration period and structure.
06
Reconciliation and Validation
The migrated Xero records are compared with reliable reports and balances from the previous system.
Any differences identified during testing are investigated before final handover.
07
Go-Live, Training and Support
Once the migration has been reviewed, we help your finance team understand the new Xero setup and prepare for day-to-day use.
08
A Migration Is Not Finished When the Data Has Been Imported
Moving files is only one part of an ERP migration.
The more important question is whether the figures in Xero agree with the accounting records you relied on before the migration.
Our validation process can include comparisons of:
Trial Balance
The Xero trial balance is compared with the agreed closing or historical trial balance from your ERP.
Balance Sheet
Key balance sheet accounts are reviewed to identify mapping or migration differences.
Profit and Loss
Historical income and expenditure totals are compared for the agreed reporting periods.
Accounts Receivable
Outstanding customer balances are checked against the source aged receivables.
Accounts Payable
Supplier balances are compared with the source aged payables.
Bank and Credit Card Accounts
Relevant bank balances are checked against the migration records and supporting statements where applicable.
Tax Balances
VAT, GST or other relevant tax balances are reviewed as part of the agreed migration scope.
Multi-Currency Balances
Where foreign currency data is included, the relevant balances and transaction treatment are reviewed.
- The process
Our Crunch to Xero Migration Process, Step by Step
Eight steps, from data migration to a reconciled Xero setup. Every one produces something you can see.
Connected App Requirements
0
of 7 areas selected
Select the business functions that may need to work alongside Xero.
The goal is not to recreate your old ERP. It is to build a finance system that fits the way your business needs to operate after the migration.
ERP to Xero Migration for Complex Businesses
Our ERP to Xero Migration Services are particularly suited to organisations that have outgrown an unnecessarily complex finance system or want to move away from a costly or difficult-to-manage ERP environment.
We can support:
Multi-Entity Businesses
Plan separate Xero organisations and reporting requirements across multiple companies.
Departmental Businesses
Map the reporting requirements that are currently handled through departments, locations or cost centres.
Multi-Currency Businesses
Review foreign currency transactions and balances as part of the migration plan.
Service Businesses
Move financial accounting into Xero while keeping appropriate project or operational systems connected.
Ecommerce Businesses
Combine Xero with suitable ecommerce, payment and inventory applications.
Charities and Non-Profits
Review funds, departments, projects and reporting requirements before designing the Xero structure.
International Businesses
Plan entity, currency and reporting requirements across different operating locations.
Real ERP to Xero Migration Experience
NetSuite to Xero Migration
We have supported businesses moving from NetSuite into Xero where historical accounting records, reporting requirements and group structures needed careful planning before migration.
SAP Business One to Xero
Our SAP Business One migration work has included multi-currency accounting and the transfer of historical financial data into Xero.
Sage X3 to Xero Migration
We have migrated historical accounting records from Sage X3 into Xero for organisations requiring multi-year and multi-currency financial history.
Why Choose eCloud Experts for an ERP to Xero Migration?
Xero Gold Champion Partner
Our team works with Xero migrations, setup, accounting, training and ongoing support.
Complex Migration Experience
We work with migrations from both traditional accounting software and larger ERP platforms.
Accounting-Led Data Mapping
We look beyond file formats and consider how the accounting records need to work after migration.
Historical Data Experience
Our team can support migrations involving multiple financial years where reliable source data is available.
Multi-Currency Migration Support
We can assess and migrate complex historical records involving foreign currency transactions.
Xero App Knowledge
Where Xero needs additional functionality, we can help review suitable connected applications.
Reconciliation and Validation
Migration checks form part of the project so the new Xero records can be compared with agreed source information.
Training and Post-Migration Support
We can support your finance team after the migration so they understand how the new accounting setup works.
What We Need to Prepare Your ERP to Xero Migration Quote
You do not need to prepare a complete technical specification.
To assess the migration, the following information is normally useful:
- Current ERP system and version
- Number of legal entities
- Financial year end
- Required migration period
- Preferred Xero go-live date
- Approximate monthly sales invoice volume
- Approximate monthly purchase invoice volume
- Approximate monthly bank transaction volume
- Number of bank and credit card accounts
- Currencies used
- Departments, cost centres or locations
- Inventory requirements
- Project or job costing requirements
- Payroll requirements
- Existing integrations
- Sample trial balance
- Sample profit and loss and balance sheet
- Aged receivables and aged payables
Payment Gateway Integration with Xero
Your ecommerce platform is only one part of the accounting journey. Customer payments may pass through:
Stripe
PayPal
Shopify Payments
Square
Our payment gateway integration with Xero service can help organise how sales, processing fees, refunds and settlements are recorded. This creates a clearer accounting trail from the original customer transaction through to the final amount received in your bank account.
EXPLORE MORE XERO MIGRATIONS
More Platforms We Migrate to Xero
We migrate businesses to Xero from a wide range of accounting platforms, with careful data mapping, reconciliation and support throughout the move.
- FAQ
ERP to Xero Migration FAQs
In many cases, yes. The first step is to review your ERP data, reporting requirements and business processes. Some financial data can be moved directly, while other information may need to be mapped, restructured or handled through a connected application.
Depending on the source system and available data, the migration can include the chart of accounts, customers, suppliers, invoices, bills, credit notes, banking transactions, journals, fixed assets, receivables, payables and historical financial transactions.
We confirm the exact scope after reviewing your ERP data.
Yes, where sufficient source data is available. We can assess whether you need an opening balance migration, recent history or a longer historical migration.
The best approach depends on how much historical detail your finance team needs inside Xero.
They need to be reviewed rather than automatically copied.
We examine how your departments, cost centres, locations or other reporting dimensions are currently used and determine how the required reporting should be structured in Xero.
Multi-currency migrations can be supported, but they require additional review because currency configuration, exchange rates and historical reporting need to be considered as part of the migration design.
That depends on what your ERP currently does.
If it mainly handles accounting and financial reporting, Xero may cover much of the required finance functionality.
If your ERP also controls advanced inventory, manufacturing, CRM, purchasing, warehouse management or other operational processes, specialist connected applications may still be required.
We assess these requirements before recommending the final system structure.
There is no reliable single timeframe for every ERP migration.
The project length depends on the ERP platform, number of entities, years of history, transaction volume, data quality, currencies, reporting requirements and integrations.
After reviewing your requirements, we provide a proposed scope and migration timetable.
Yes. Reconciliation and validation are an important part of our migration process.
The agreed Xero balances and reports are compared with reliable source records from your previous ERP to identify migration differences that need investigation.
Yes. Multi-company migrations can be planned as a single project, with each legal entity assessed separately.
We review the accounting structure, migration date, currencies and reporting requirements for each company.
Possibly.
If the ERP can provide usable financial reports or structured data exports, we can review the available information and determine what can be migrated.
Send us the name of your system and an example of the available exports and we can assess the migration options.
Plan Your Move From ERP to Xero
Moving from an ERP system is an opportunity to rethink how your finance system works, not simply copy an old structure into new software.
Our ERP to Xero Migration Services help you identify what should move, how the financial data should be mapped, which historical records you need and what should be checked before your new Xero organisation goes live.
Tell us which ERP system you are using, how much history you need and when you want to move.
We will review the requirements and prepare a migration scope based on your data and accounting needs.