Keep project costs, quotes and accounting records aligned without duplicate data entry.
Xero Accountant | Xero Migration | Xero Support | Xero Training | Crypto Accounting
+44 0203 488 6202
info@ecloud-experts.com
Xero Certified Advisor
Xero Projects Migration & Setup Services
Professional Xero Projects migration and setup, configured around the way your team actually works. Our certified Xero specialists handle data review, migration, configuration, verification, training, and post-migration support, wherever your business is based.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Trusted by Businesses Worldwide
Migration Scope, What Data Can Be Moved
What Data Can Be Moved to Xero Projects?
The scope of every Xero Projects migration varies by business, here’s the general picture, confirmed exactly during your discovery session.
Typically migrated
- Contacts / customers
- Projects and project details
- Tasks
May require restructuring
- Historical accounting information
- User and team structure
- Complex project hierarchies
Depends on source platform
- Custom fields
- Attachments and documents
- Non-standard reporting data
We confirm exactly what applies to your business during the discovery session — before you commit to anything.
Migrating From Another System
Migrating to Xero Projects From Another System?
Whether your current project information is held in spreadsheets, another accounting platform, or a separate project management tool, we start by reviewing how your data is structured before agreeing what will move across. This structured approach to project data migration means nothing is assumed, every mapping is confirmed with you before work begins. For a full accounting migration alongside your project data, see our Xero migration service.
- Spreadsheets and manual trackers
- Other accounting software
- Other project management platforms
Industries That Benefit Most
Industries That Benefit Most From Xero Projects
Consultants & Agencies
Track billable hours against client projects and turn recorded time straight into invoices. Our Xero consultancy services can help you find the right configuration for your agency.
Professional Services Firms
Engineering & Technical Businesses
Monitor project budgets against actual spend as work progresses across multiple sites or teams.
Trades & Contractors
Allocate materials, labour and expenses to the right job and invoice from that record directly.
Creative & Design Studios
Quote projects up front, track time by task, and compare estimated versus actual hours.
Any Project-Based Business
If you bill clients for time and expenses, Xero Projects gives you one system instead of three.
The Process, From Discovery to Fully Trained
From Discovery to Fully Trained
Assess Your Current Setup
We review your current software, projects, data, and requirements during a free discovery call, so we understand exactly what needs to move into Xero Projects.
Map & Prepare Your Data
We agree what data moves across, how it maps into Xero Projects, and what needs cleaning or restructuring before migration begins.
Migrate & Configure Xero Projects
We import the agreed data and configure projects, users, tasks, costs, and workflows inside Xero Projects. Simple setups may be completed within hours; larger migrations can take several working days.
Verify, Train & Support
We verify the migrated data against your source records, deliver hands-on Xero Projects training for your team, and provide support afterwards so everything runs smoothly.
DIY Migration vs Professional Migration
DIY Migration Vs a Professional Xero Projects Migration
Xero Projects doesn’t stop you migrating data yourself, but a few missed mappings or incorrect configurations can be time-consuming to unpick later. Here’s how the two approaches typically compare.
|
Aspect
|
Doing it yourself
|
With eCloud Experts
|
|---|---|---|
|
Data mapping accuracy
|
Trial and error, based on Xero's help docs
|
Mapped by consultants who do this daily
|
|
Time investment
|
Often spread across evenings and weekends
|
Scheduled and completed to an agreed timeline
|
|
Risk of duplicate or missing data
|
Higher, especially with historical records
|
Checked before and after migration
|
|
Xero Projects configuration knowledge
|
Learned as you go
|
Applied from prior migrations
|
|
Staff training
|
Usually self-taught from documentation
|
Structured, hands-on session included
|
|
Support if something looks wrong
|
Xero general support queue
|
Direct support from the team who migrated your data
|
One Agreed Scope, No Hidden Extras
What’s Included in Your Xero Projects Setup
Exactly what you get — confirmed in writing before work begins.
- Full Xero Projects setup and configuration
- Review of existing projects and workflows
- Historical project data migration (scope agreed in advance)
- User and team member access setup
- Project time and task configuration
- Project-level expense management
- Invoice setup inside Xero Projects
- Project-linked invoice creation
- Quote-to-project linking
- Bill and expense allocation by project
- Quote and expense configuration
- Project detail & summary reporting
- Projects configured to work with your existing Xero accounting records
- Xero Projects training session
- Post-migration support (email & Zoom, for the agreed period)
Beyond Xero Projects itself
Integrations We Work With
Xero Projects works alongside a range of business tools. Exact compatibility depends on your existing app stack, we confirm this during discovery, rather than promising blanket support for every integration. Need help connecting third-party apps? See our Xero add-ons setup service.
Payments & billing
- Payment gateway add-ons
- Direct debit collection tools
- Automated invoice reminders
Time & workforce
- Time and attendance apps
- Rostering and scheduling tools
- Expense capture apps
CRM & reporting
- CRM systems
- Job and inventory management tools
- Reporting and analytics add-ons
Honest fit-check
Is Xero Projects Right for Your Business?
Good fit if:
- You already use Xero for accounting
- You need straightforward project costing and profitability reporting
- Your team tracks billable time against projects
- You want project costs connected to your accounting records
- You bill clients based on time and expenses
Consider other options if:
- You need advanced resource planning across many teams
- You run complex manufacturing or production workflows
- You need sophisticated project dependencies or Gantt-style scheduling
- You require enterprise-level project management features
Outcomes, not just features
What Xero Projects Changes for Your Business
See Project Profitability Earlier
Know how project income and costs are developing before the work finishes.
Reduce Manual Time Tracking
Give your team a clearer way to record project time against the right work.
Invoice From Project Activity
Use recorded time and costs to support faster, more accurate billing.
Keep Project Costs Connected to Accounting
Stop maintaining separate spreadsheets — keep project costs and accounting records connected inside one system.
Simplify Team Collaboration on Projects
Share project status and updates with your team, without extra software.
Support Project Accounting in Xero
Bring time tracking, costs, quotes, and invoices together inside the Xero accounting platform you already use.
Why Choose eCloud Experts
Your Xero Projects Migration Consultant
Xero Certified Expertise
We're a certified Xero advisor and Gold Champion Partner, working within Xero's official partner programme.
Specialist Migration Experience
Hands-on experience migrating project data from spreadsheets, accounting platforms, and project management systems used by businesses worldwide.
Data Checked Before & After
We review your data before migration and verify it once your new setup is live.
Setup Tailored to Your Workflow
No templated configuration — your setup reflects how your team actually works.
Team Training Included
Hands-on training so your team knows how to use Xero Projects from day one.
Post-Migration Support
Support by email and Zoom after go-live, for the period agreed in your scope.
Other ways we can help
Related Xero services
Xero Migration Correction
Already migrated but something's not adding up? We fix data errors and realign your accounts.
Xero Training
Certified Xero-led training covering payroll, day-to-day accounting, and project management.
Xero Payroll Setup
Professional payroll configuration at any point in the tax year, fully compliant from day one.
Xero Basic Setup
A clean, complete Xero configuration for businesses moving off spreadsheets for the first time.
Scope, not surprises
Xero Projects Migration Packages
A general guide to our Xero Projects migration packages, your exact scope and price are confirmed after your discovery call.
Basic Setup
For businesses new to Xero Projects
- Xero Projects configuration from scratch
- No historical project data to migrate
- User and task setup
- Training session included
Most Chosen
Standard Migration
Existing project data from spreadsheets or another system
- Everything in Basic Setup
- Migration of existing projects, tasks and time records
- Quote and invoice history migrated where agreed
- Data verified after go-live
Complex Migration
Multiple years of history, systems, or larger teams
- Everything in Standard Migration
- Multiple historical years and/or data sources
- Larger team and permission structures
- Extended post-migration support
Frequently Ask Questions
Xero Projects Migration FAQs
Xero Projects is a project accounting tool inside Xero that lets you track time, costs, quotes and invoices against individual projects, connected directly to your accounting records.
Yes. We review your current project data and migrate what's agreed in scope, including project details, tasks, time records and costs where applicable.
Typically: contacts, projects, tasks, time records, costs and expenses, quotes and invoices. Some data, like historical accounting information or complex project hierarchies, may need restructuring first. We confirm specifics during discovery.
In many cases, yes, depending on how your current system stores time data. We assess this during the discovery session before agreeing scope.
Yes, this is one of the most common migrations we handle. We review how your spreadsheet data is structured before mapping it into Xero Projects.
Simple setups may be completed within hours. Larger migrations can take several working days. We confirm the expected timeline after reviewing your data.
Yes. We verify migrated data against your source records before considering the migration complete.
It's a strong fit if you already use Xero, track billable time, and need straightforward project costing. Businesses needing advanced resource planning or complex scheduling may need a different tool, we'll tell you honestly if that's the case.
Yes. Xero Projects is part of the Xero ecosystem, so project time, costs, quotes and invoices connect directly to your existing Xero accounting records.
Yes, every migration includes a hands-on training session for your team, tailored to your setup.
Stop Managing Projects the Hard Way
With a certified Xero advisor on your side, project tracking, budgeting, and invoicing stop being separate headaches and become one connected system inside Xero Projects.