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- Xero Gold Champion Partner
SAP Business One to Xero migration
Move your accounting records from Sage to Xero with a planned and professionally managed migration. We support Sage 50, Sage 200, Sage Business Cloud, Sage Intacct and other Sage systems.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Clients We Migrated into Xero
What our client Says
- What should move directly into Xero
- What needs to be mapped differently
- What should remain outside Xero
- Which reporting structures need rebuilding
- Whether additional apps are required
- UNDERSTANDING THE CHALLENGE
Move From SAP Business One to Xero With Confidence
Migrating from SAP Business One is not the same as moving from a basic bookkeeping system. SAP may contain accounting data alongside inventory, purchasing, projects, departments, cost centres and other operational information. Xero uses a simpler accounting structure.
A successful migration requires more than exporting data and importing spreadsheets. We first review your current SAP setup and create a clean Xero organisation — not a rebuilt SAP environment.
- MIGRATION SCOPE
What Can Be Included in a SAP to Xero Migration?
Exact scope depends on your SAP configuration, available data and business requirements.
COA
Chart of Accounts
We review your SAP general ledger and map relevant accounts into a suitable Xero chart of accounts — checking codes, types and reporting requirements before migration.
CON
Customers & Suppliers
Customer and supplier records transferred into Xero. Duplicate or inactive contacts reviewed before migration.
SAL
Sales Invoices
Historical sales transactions including invoices, credit notes, customer payments and outstanding receivables.
PUR
Purchase Bills
Supplier bills, credits, payments and outstanding payables — all mappable as part of the migration scope.
HIS
Historical Transactions
Previous financial information migrated for an agreed period — one financial year, several years, or a wider migration depending on your reporting needs.
OB
Opening Balances
A clean starting position in Xero using agreed closing balances from SAP, for businesses that do not require full historical transactions.
JNL
Journal Entries
Relevant historical journals transferred where required to maintain the integrity of the general ledger.
FA
Fixed Assets
Full support for multiple currencies — exchange rates, transaction currencies and closing balances carefully checked during reconciliation.
DEP
Departments & Cost Centres
SAP departments and cost centres mapped using Xero Tracking, chart of accounts, Xero Projects, or reporting applications — useful reporting without unnecessary complexity.
MCY
Multi-Currency
Full support for multiple currencies — exchange rates, transaction currencies and closing balances carefully checked during reconciliation.
- SYSTEM REVIEW LOG
SAP Data That May Need a Different Setup
An ERP to Xero migration needs careful planning. SAP Business One includes functions that Xero may not provide in the same way.
| SEV | CATEGORY | DESCRIPTION |
|---|---|---|
| WARN | INVENTORY & WAREHOUSES | If your business uses SAP for advanced inventory, warehouse locations, batch tracking or serial numbers, we review whether Xero alone can support your future requirements. A separate inventory application may be more suitable. |
| WARN | MANUFACTURING & MRP | Xero is not designed to replace every manufacturing or material planning function. If your organisation relies heavily on manufacturing workflows, we identify these requirements before migration. |
| INFO | CUSTOM FIELDS | SAP user defined fields and custom structures may not have direct Xero equivalents. We review which fields are financially important and decide how they should be handled. |
| INFO | APPROVAL WORKFLOWS | If SAP is used for complex purchasing or approval processes, these workflows may need to be rebuilt using Xero or connected applications. |
| INFO | INTEGRATIONS | Existing integrations with CRM, inventory, ecommerce, payment or reporting systems should also be reviewed during the migration. |
- SYSTEM REVIEW LOG
SAP Data That May Need a Different Setup
An ERP to Xero migration needs careful planning. SAP Business One includes functions that Xero may not provide in the same way.
01
Opening Balance Migration
Start from a specific date without every historical transaction. We transfer agreed balances to establish your starting financial position.
MOST COMMON
02
Comparative History Migration
Migrate the current financial year plus the previous year for year-on-year management reporting. The most common scope.
03
Full Historical Migration
Complete migration of older invoices, bills, journals and financial records for the agreed number of years.
- MIGRATION PIPELINE
Our SAP Business One to Xero Migration Process
A structured migration process helps reduce problems after moving your accounting system.
Review SAP Data
Transaction volume, financial years, chart of accounts, currencies, customers, suppliers, bank accounts, fixed assets, integrations and reporting requirements.
01
Map SAP to Xero
Account mapping, tax treatment, tracking categories, customer records, supplier records and other financial fields all mapped before a single record moves.
02
Prepare Xero Org
Chart of accounts, financial settings, tax settings, bank accounts, tracking, users and reporting structure configured before data import.
03
Migrate the Data
Opening balances only, comparative history or detailed historical transactions migrated once mapping is approved.
04
Reconcile Results
Xero figures checked against agreed SAP source information. Differences investigated before final handover.
05
Handover & Support
Xero prepared for day-to-day use. Training and ongoing support available.
06
| RECONCILIATION CHECKLIST | ALL CHECKED | |
|---|---|---|
| 01 | Trial balance | ✓ |
| 02 | Accounts receivable | ✓ |
| 03 | Accounts payable | ✓ |
| 04 | Bank balances | ✓ |
| 05 | Credit card balances | ✓ |
| 06 | Tax control accounts | ✓ |
| 07 | Fixed assets | ✓ |
| 08 | Retained earnings | ✓ |
| 09 | Foreign-currency balances | ✓ |
| 10 | Transaction totals | ✓ |
- QUALITY ASSURANCE
Reconciliation After SAP to Xero Conversion
A successful import does not automatically mean the migration is financially correct. That is why reconciliation is a key part of our service.
If differences are identified, we investigate them before final handover. We do not silently create missing information simply to make totals appear correct.
- FIT ANALYSIS
Is Xero the Right Replacement for SAP?
01
When Xero Is a Good Replacement
An ERP to Xero migration may be suitable when SAP Business One has become more complex than your business now requires. For many growing or restructuring businesses, moving to Xero can create a more manageable finance system.
- Simpler day-to-day accounting
- Cloud access
- Easier bank reconciliation
- Cleaner financial reporting
- Easier collaboration with accountants
- Reduced system administration
- Access to the wider Xero app ecosystem
02
When Staying on SAP May Be Better
Xero is not automatically the right replacement for every SAP Business One organisation. We prefer to identify this before starting the migration, rather than discovering operational gaps after the move.
- Advanced manufacturing
- MRP
- Complex warehouse management
- Serial or batch tracking
- Advanced inventory costing
- Extensive ERP workflows
- Heavy customisation
…then remaining on SAP or another ERP may be more appropriate.
Specialist accounting software migration support
Choosing the right migration partner matters because financial data needs more than technical file handling.
Experience With Complex Migrations
ERP migrations require more planning than standard accounting software conversions. We understand the additional mapping, testing and reconciliation involved.
SAP to Xero Specialists
Our team focuses on businesses moving between accounting platforms and Xero — maintaining accurate financial records with a practical Xero setup.
Historical Data Migration
Opening balances, comparative history or several years of detailed financial records — we structure the migration around your requirements.
Multi-Currency Experience
Support for SAP Business One migration projects involving multiple currencies and historical foreign-currency transactions.
Reconciliation & Quality Checks
Migrated Xero figures compared against agreed SAP records before the project is complete.
Xero Setup & Support
More than moving data — we prepare the new Xero organisation for future accounting, reporting and day-to-day finance work.
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
SAP to Xero Migration FAQs
Yes. Core accounting data can usually be migrated from SAP Business One to Xero. However, SAP contains ERP functions that do not always have a direct Xero equivalent. We therefore review the data first and agree the correct migration approach.
Yes. Historical invoices, bills, journals and other agreed financial transactions can be included. The migration period is agreed during the initial assessment.
Yes. Relevant customer and supplier records can normally be included as part of the SAP to Xero conversion.
SAP cost centres may be represented using Xero Tracking, the chart of accounts, Projects or another suitable reporting solution. The right approach depends on how your organisation currently uses cost centres.
Yes. We support projects involving historical multi-currency accounting data, subject to the agreed Xero setup and available source information.
The timeline depends on transaction volume, historical years, currencies, entities, integrations and complexity of your SAP setup. We assess these factors before confirming a timetable.
Cost depends on data volume and migration complexity. An opening balance migration requires less work than a multi-year migration with thousands of transactions and multiple currencies. We provide a quotation once we understand your scope.
- START YOUR MIGRATION
Start Your SAP Business One to Xero Migration
Planning to move away from SAP Business One? Our team can review your current accounting setup, identify what needs to move and build a clear migration plan. Whether you need opening balances, comparative history or detailed historical transactions, we can help you move to Xero with your financial data properly mapped and reconciled.