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- Xero Migration Specialists
Xero to Xero migration
Already using Xero but need to start again in a different Xero organisation? A Xero to Xero migration may be required when your base currency is wrong, your business moves to a different tax region, companies need to be separated or combined, or your existing Xero organisation no longer reflects the way the business operates.
eCloud Experts helps you plan the move, prepare the new Xero organisation, transfer the agreed accounting information and validate the important balances before you start working from the new system.
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Clients We Migrated into Xero
What our client Says
- Why Move?
Already using Xero? There are still good reasons to start another organisation.
Xero to Xero migration is not a normal software switch. It is about rebuilding the accounting environment around a new organisation while keeping the history your business still needs.
Base Currency Change
We review your Xledger environment, companies, accounting history, currencies and reporting requirements.
01
Country or Tax Region Change
Move into a Xero organisation configured around the correct regional and tax requirements.
02
Combine Multiple Organisations
Bring agreed accounting information from several Xero organisations into a new structure.
04
Split One Organisation
Separate business units, divisions or legal entities into their own Xero organisations.
03
Business Restructure
Rebuild the accounting structure following changes in legal entities, ownership or business operations.
05
Incorrect Xero Setup
Start again where the existing file contains unsuitable accounts, tracking, tax configuration or poor opening positions.
06
- Migration Options
Choose the history your new Xero organisation actually needs
Moving everything is not always the right answer. Your migration can be structured around the level of history needed for reporting and daily work.
- Option 01
Opening Position Migration
Move agreed opening balances and relevant outstanding customer and supplier transactions.
Suitable for:
Businesses that want a clean starting point while retaining the old Xero organisation as historical reference.
- Option 02
Comparative History Migration
Move opening positions together with an agreed period of recent invoices, bills, payments, bank activity and journals.
Suitable for:
Businesses that need useful comparative reporting inside their new Xero organisation.
- Option 03
Detailed Historical Migration
Move a larger agreed period of transaction-level accounting history into the new organisation.
Suitable for:
Businesses that need deeper historical reporting and transaction access inside Xero.
- Migration Scope
What can be included?
The exact scope depends on your existing data and how the new Xero organisation will be used.
01
Chart of Accounts
Map account codes, names and classifications.
02
Contacts
Prepare relevant customer and supplier records.
03
Sales Invoices
Transfer agreed historical or outstanding invoices.
04
Supplier Bills
Move historical or outstanding supplier transactions.
05
Credit Notes
Include relevant customer and supplier credits.
06
Payments
Prepare payment history for relevant transactions.
07
Bank Transactions
Move agreed bank and credit card activity.
08
Manual Journals
Transfer relevant historical journals.
09
Opening Balances
Prepare appropriate opening positions.
10
Tracking
Review and map relevant tracking information.
11
Multi-Currency
Review foreign currency transactions and balances.
12
Fixed Assets
Assess asset records that need to be carried forward.
13
Inventory Items
Review relevant inventory item records.
14
Purchase Orders
Assess open or historically relevant purchase orders.
15
Projects
Review project-related accounting requirements separately.
16
Payroll
Scope payroll configuration and history separately.
- Important
A migration is not an exact clone of your old organisation
Some Xero settings, workflows and third-party connections may need to be rebuilt rather than copied.
User Access
Bank Feeds
Invoice Branding
Payment Services
Email Settings
Connected Apps
Repeating Invoices
Automation Rules
Payroll Configuration
Tax Settings
Tracking Setup
Reporting Layouts
- Base Currency
Changing base currency in Xero
One of the most common reasons for a Xero to Xero migration is the need to operate with a different base currency.
Existing Organisation
GBP
Current Xero organisation uses GBP as its base currency.
New Requirement
USD
The business now needs USD as its base accounting currency.
New Xero Organisation
USD
Agreed accounting history is prepared and transferred into the new setup.
- Migration suitability
Who should move from Aqilla to Xero?
The right question isn’t whether Aqilla data can be imported into Xero — it usually can. It’s whether two tracking categories and a single-entity file can carry the reporting the business actually still needs.
One organisation → multiple organisations
If one Xero organisation contains several companies, divisions or business units, relevant records need to be identified before they can be separated reliably.
- Account structure allocation
- Customer and supplier allocation
- Bank account separation
- Assets and liabilities review
- Historical transaction allocation
Multiple organisations → new organisation
Combining organisations requires careful preparation because existing files can use different account codes, tax rates, contacts and reporting structures.
- Duplicate contact review
- Account code mapping
- Tax treatment review
- Tracking structure redesign
- Opening balance preparation
- Our Process
A clear route from your old organisation to the new one
Migration Review
We identify why a new Xero organisation is required and what accounting information needs to remain available.
01
Scope the History
Agree whether you need opening balances, comparative history or a more detailed historical migration.
02
Review Existing Xero
Review accounts, contacts, volumes, bank accounts, tracking, currencies, assets, payroll and integrations.
03
Design the New Xero Setup
Prepare the destination organisation around the required currency, country, tax setup and reporting structure.
04
Prepare and Map the Data
Export, review and transform relevant source information according to agreed mapping rules.
05
Migrate the Accounting Data
Transfer agreed records into the destination Xero organisation in the appropriate sequence.
06
Validate the Migration
Compare important accounting positions against agreed source information.
07
Go Live
Once the agreed checks are complete, your new Xero organisation becomes the working accounting environment.
08
- Migration Validation
We do not stop when the import finishes
Getting records into Xero is only one part of the job. Important accounting positions should be checked against the agreed source.
Trial Balance
Relevant balances compared
Customer Balances
Outstanding positions reviewed
Supplier Balances
Outstanding positions reviewed
Bank Positions
Bank and card balances checked
Review applicable tax positions.
Check important balance-sheet accounts.
Review relevant foreign-currency balances.
- After Migration
What happens around the new organisation?
Your Old Xero Organisation
Each entity becomes its own Xero organisation; intercompany balances and any ongoing consolidated reporting requirement are reviewed separately, not assumed away.
Bank Feeds
Bank connections should be reviewed as part of cut-over planning to help avoid missing or duplicated activity.
Connected Apps
Dext, ApprovalMax, Stripe, Shopify, WooCommerce and other applications may need to be connected to the new Xero organisation.
- Risk Management
Common Xero to Xero migration risks
A good migration plan identifies the accounting risks before they become problems in the new organisation.
01
Duplicate Transactions
Poor cut-off planning may result in transactions appearing twice.
02
Missing Payments
Invoices or bills may move without their related payment history.
03
Incorrect Opening Positions
The new organisation may begin with balances that do not agree.
04
Tax Differences
Changing jurisdictions can affect transaction treatment.
05
Tracking Mismatches
Old tracking categories may not suit your future reporting model.
06
Currency Differences
Base currency changes require careful review of historical positions.
07
App Disruption
Connected apps may continue posting into the old organisation.
08
Incomplete History
Basic exports can miss important accounting relationships.
- Why eCloud Experts
Migration support built around accounting, not just file imports
Xero
Specialist focus
Multi
Company support
FX
Currency experience
QA
Validation process
Xero Migration Specialists
Work with a team focused on accounting-system migration.
Accounting-Led Approach
We consider the accounting position behind the data.
Defined Scope
Agree history, records and destination structure before migration.
Multi-Currency Experience
Support for base-currency changes and foreign currency positions.
Multi-Company Projects
Support for businesses splitting, combining or restructuring.
Training & Support
Xero training and post-migration support can be added.
- Migration Cost
The price depends on what needs to move
There is no sensible fixed price for every Xero to Xero migration. We review the scope first and provide a proposal around the actual work required.
Number of organisations
Historical period
Transaction volumes
Bank accounts
Currencies
Tracking structure
Fixed assets
Payroll
Projects
Integrations
Company split / merge
Quality of existing records
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
Xero to Xero Migration FAQs
Yes. We can help prepare a new Xero organisation and move an agreed scope of accounting information from your existing organisation.
Not as a single one-click copy. Different data types and settings need to be reviewed separately.
Yes, where suitable source data is available. The migration can be scoped around opening positions, comparative history or detailed history.
Potentially, yes. The existing accounting information first needs to be assessed to determine whether it can be allocated reliably.
Yes, this can be assessed. Account structures, tax treatment, currencies, contacts and duplicate information should be reviewed before migration.
Not necessarily. Bank connections should be reviewed and may need to be transferred or re-established in the new organisation.
Some applications may need to be connected again to the new Xero organisation. These should be included in the cut-over plan.
It can often remain available as a historical reference, depending on your subscription and record-retention requirements.
- Start Your Migration
Move to your new Xero organisation without losing sight of the accounting history that matters
We can review your current setup, identify what needs to move and build a migration plan around the way your business needs to use Xero going forward.