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Xero Migration Certification (self paced)

Self-paced learning
Launch course

40 Migration credits

Free

3 HOURS

Learning objectives

  • Plan the implementation and handover of a client’s business in Xero
  • Set up a new organisation
  • Prepare existing client data for import
  • Identify and troubleshoot conversion issues

Course outline

    The Migration Certification focuses on the recommended approach to converting your clients to Xero.
    It emphasises the technical skills needed to move clients one-by-one to Xero, regardless of their current accounting platform. You’ll learn best practices for planning and executing a conversion, and how to best set up your clients for success.

Pre-course preparations

You must complete Xero Advisor Certification before attempting this course.
You’ll need spreadsheet editing software (preferably Excel) to complete the exercises in this course.

Topics covered

  • Bank
  • Bills
  • Chart of accounts
  • Contacts
  • Conversion

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