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Xero Projects Migration & Setup
Transform your project management with seamless Xero Projects migration and setup services. Our expert team ensures smooth data transition, custom workflow configuration, and comprehensive staff training. Boost efficiency with automated time tracking, budgeting, and invoicing integration. Maximize ROI from day one with our proven migration methodology. Perfect for growing businesses seeking streamlined project financial management. Get started today and experience the power of Xero Projects working for your business.
Clients We Migrated into Xero
What our client Says
Our Approach
Book a discovery call
Begin your Xero journey by scheduling a 30-minute consultation with our certified migration specialists. We’ll ensure your transition starts smoothly and efficiently with expert guidance throughout.
Discovery Session
During our focused consultation, we’ll evaluate your business requirements, current accounting system, and future goals. Our experts will craft a customized migration strategy with detailed pricing.
Xero Setup
After accepting the proposal and providing required information, our team begins the migration. Implementation ranges from 3-5 hours to 3-5 business days, based on complexity.
Xero Training
Receive comprehensive training in a dedicated 4-hour session with our Certified Xero Advisor. Master the platform’s features and tools designed specifically for your business operations.
Reliable, Accurate and Seamless Migration to Xero Projects
Are you struggling to manage your projects using different applications and spreadsheets? Imagine having the ability to allocate resources and track project progress with ease, without having to switch between different applications or spreadsheets.
Xero Projects can help you do just that. It provides real-time visibility into project profitability, allowing you to make informed decisions and improve your bottom line. With Xero Projects, you can stay on top of your projects’ budget, time tracking, and expenses.
Let eCloud Experts help you migrate from your existing project management tool to Xero Projects. Our certified migration specialists and Xero professionals will take care of the migration process and offer you a detailed setup service to ensure a smooth transition. Plus, we offer staff training to make sure you are ready to start using Xero Projects right away. Take your business to the next level with eCloud Experts’ Xero Projects Migration & Setup Services.
What’s included in our Service
- Xero Projects setup
- Existing projects review
- Historical data migration
- Managing users/ team members
- Configuring time of a project
- Configuring tasks of a project
- Expense management of a project
- Transaction entry
- Setting up invoices in Xero Projects
- Creating a project amount invoice
- Quote-to-Project Linking
- Assigning bill and expenses to a project
- Quote and Expense set up
- Project Details Reporting
- Project Summary Reporting
- Xero Accounting Integration
- 4-Hour Certified Advisor Training
- 30-Day support (Email and Zoom)
Benefit of using Xero?
Project Creation and Management
Efficiently create, manage, and assign tasks with budgets
Time Tracking
Record and monitor time spent on tasks by team members accurately
Expense Management
Capture and categorise project-related expenses
Invoicing and Quoting
Generate quotes and invoices directly from Xero Projects
Collaborate
Share project information and updates with team members with ease
Integration with Xero
Seamlessly connect with Xero Accounting, payroll, and third-party apps to create an efficient business management system
Why eCloud Experts for Xero Migration?
Certified Advisor
We are Xero certified advisor and Champion partner
Migration Specialist
Extensive knowledge of Xero Migration, applications, and system
Bespoke Setup
We provide bespoke Xero Setup service based on your needs
Import 100% of your data
we convert full previous years to date and up to 12 financial years transactions to your new xero account. We make sure you get a complete mirror image of your financial data
Payroll
All transactions and payroll are setup so you can pick up where you left off.
Add Ons & Integrations
We partner with the best Xero Add-Ons to maximise the performance of your business.
Done for you
We take care of everything for you – from start to finish. You will not need to be involved until the point of training.
Quick Turnaround
We can convert all your data to Xero quickly and efficiently in speed ranging from 3-5 hours up to 3-7 working days (depending on nature of your conversion)
Expert Trainers
Award winning Xero trainers and consultants
Premium Support
Extensive support before, during and after the conversion.
Looking for Set up Xero Projects for your Business? Click Below!
Check Our Related Service
Xero Migration Correction
Our expert team can fix any migration issues and ensure your data transfers correctly to Xero's accounting platform.
Xero Training
Comprehensive training from certified Xero Gold Champion advisors, covering payroll, practical accounting, project management, and WorkflowMax implementation.
Xero Payroll Setup
Professional setup of Xero's payroll system at any point in the tax year, ensuring compliance and proper employee management.
Xero Basic Setup
Complete initial Xero configuration for new businesses transitioning from spreadsheets, including chart of accounts and essential financial features.
Never Do It On Your Own Again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.