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- Xero Migration & Setup Specialists
Xero Migration and Setup Services
Move your accounting data to Xero and set up your new system around the way your business operates. From historical data migration and ERP conversion to payroll, projects, apps and ecommerce, our specialists can help manage the technical and accounting work involved.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Xero Payroll Certified
Quick Books Pro
A2X Certified
Synder Certified
Clients We Migrated into Xero
What our client Says
- Our services
Explore Our Xero Migration and Setup Services
Choose the service that matches your project, from basic setup and payroll configuration to ERP migration, ecommerce setup and migration correction.
02
Xero Migration Service
Move agreed accounting data from your current software into Xero, including balances, contacts and historical transactions where required.
01
Xero Basic Setup
Configure a new Xero organisation with the essential settings, accounts, users and opening information required to get started.
03
Xero Migration Correction
Investigate problems left by a previous migration, including opening balances, mapping differences, duplicates and missing history.
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Xero Payroll Setup
Prepare Xero Payroll around your employees, pay calendars, payroll settings, pensions and accounting requirements.
05
Xero Project Migration
Move relevant project information and prepare the Xero Projects structure required for future accounting and reporting.
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Migration for Accounting
Add specialist migration capacity for client conversions and larger migration workloads without overloading your internal team.
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Xero Apps Advisory & Setup
Review suitable connected applications and configure practical accounting workflows between Xero and selected systems.
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Hubdoc Setup
Configure Hubdoc and establish a clearer document capture and supporting-document workflow alongside Xero.
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Xero Charity Migration
Move agreed charity accounting information into Xero while considering appropriate organisation and reporting structures.
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Xero Implementation
Configure Xero around your business processes, including account structure, users, tracking, reporting and integrations.
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Ecommerce Xero Setup
Prepare Xero for marketplaces, online stores, payment providers and ecommerce accounting applications.
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ERP System to Xero Migration
Move financial information from larger ERP systems into Xero using a carefully defined migration and reporting structure.
- Know what you need
Xero Support or Xero Training?
Both are useful, but they solve different problems.
Moving to Xero
Choose migration when accounting information already exists in another system and needs to be transferred into Xero.
- Chart of Accounts and opening balances
- Customers and suppliers
- Historical transactions
- Invoices and purchase bills
Setting Up Xero
Choose setup or implementation when the new Xero organisation needs to be configured for future use.
- Organisation and bank settings
- Users and permissions
- Payroll, projects and tracking
- Apps and ecommerce workflows
- Our process
How Our Xero Migration Process Works
A structured process helps reduce the risk of important accounting information being missed.
Review the Source System
We understand your current software, accounting structure and migration goals.
Confirm the Scope
We agree which records and migration period need to move.
Extract the Data
The required information is obtained from the source system.
Prepare & Map
Source records are prepared and mapped to the new Xero structure.
Import to Xero
Agreed data is migrated and relevant areas are configured.
Review Balances
Relevant balances and records are compared with the source system.
Resolve Differences
Migration differences within scope are investigated and corrected.
Prepare for Go Live
Your Xero organisation is prepared for your team to begin using it.
- Migration scope
What Accounting Data Can Be Migrated to Xero?
The exact records depend on the source system, available data and agreed migration scope.
- Chart of Accounts
- Credit card reconciliation
- Suppliers
- Opening Balances
- Sales Invoices
- Purchase Bills
- Customer Payments
- Supplier Payments
- Credit Notes
- Bank Transactions
- Manual Journals
- Accounts Receivable
- Accounts Payable
- Historical Transactions
- Tracking Information
- Fixed Assets
- Historical data
How Much Accounting History Should You Move?
The right migration period depends on your reporting requirements, accounting history and access needs.
Opening Balances Only
Bring required balances into Xero without detailed historical transactions.
Current Financial Year
Move current year transactions for detailed reporting without a large historical dataset.
Previous + Current Years
Useful when comparative reporting between periods is important.
Full Historical Migration
Move a larger period of transaction-level history where the source system and scope allow it.
- Migration correction
Already Migrated to Xero but Something Is Wrong?
Problems may only become visible when your accountant or finance team begins working with the migrated organisation.
Our Xero Migration Correction Service can review the affected areas and investigate whether the issue comes from migrated data, account mapping or post-migration activity.
- Incorrect opening balances
- Duplicate transactions
- Missing history
- Incorrect mapping
- Bank differences
- Customer balances
- Supplier balances
- Unexpected Balance Sheet
- Why eCloud Experts
Migration Experience That Covers Data and Accounting
Moving accounting systems requires more than technical data transfer. The numbers still need to make sense when they arrive.
01
Xero Migration Specialists
Experience across a wide range of cloud, desktop and ERP accounting systems.
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Accounting Knowledge
We consider the accounting structure behind the data, not simply the files being moved.
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Historical Data
Where appropriate, projects can include transaction-level history rather than opening balances only.
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Complex Source Systems
We can assess migrations from systems such as NetSuite, SAP and Microsoft Dynamics.
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Migration + Implementation
Data migration can be combined with Xero setup and implementation where required.
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Post-Migration Support
Training, support and consultancy are available separately after your Xero go-live.
Real Xero Migration Challenges and Practical Solutions
Discover how businesses can overcome accounting software migration challenges, protect historical financial records and prepare Xero for accurate reporting. Explore practical migration scenarios and the solutions that support a successful move to Xero.
Moving from QuickBooks to Xero with Historical Data
Discover how a business can move from QuickBooks to Xero while preserving important financial records, including customer invoices, supplier bills, opening balances and historical transactions.
Moving from an ERP System to Xero
Explore the challenges of migrating from a complex ERP system to Xero, including Chart of Accounts mapping, historical transaction transfers and preparing a suitable financial reporting structure.
Fixing Errors After a Xero Migration
Learn how incorrect opening balances, duplicate transactions and missing accounting records can be investigated and corrected to improve financial accuracy after a Xero migration.
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.
Frequently Asked Questions About Xero Migration
Xero migration is the process of moving agreed accounting information from another accounting system into Xero.
We can assess migrations from QuickBooks, Sage, NetSuite, SAP, Microsoft Dynamics, FreeAgent, Zoho Books, MYOB, Xledger, AccountsIQ, Odoo, Excel and many other systems.
Yes. The period and level of detail depend on the source system, available data and agreed project scope.
No. You can choose opening balances only, the current financial year, comparative years or a larger historical period.
Yes. We can assess migrations from larger systems such as NetSuite, SAP and Microsoft Dynamics.
Yes. Our Xero Migration Correction Service can investigate differences, duplicates, mapping problems and missing information.
Yes. Xero Basic Setup or Xero Implementation may be suitable when you do not need a historical migration.
The timeframe depends on the source software, amount of data, migration period, complexity and additional setup required.
Ready to Move to Xero?
Tell us which accounting system you currently use, how much history you need and what you want your new Xero organisation to achieve. We can then help determine the right migration and setup service.