- 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
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.
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.
- Chart of accounts
More courses you might be interested in
Managing security in Xero
Protect your business with a strong defence. View course
5 Payroll CREDITS
Quarterly Payroll Product Update - August 2018
In this recorded webinar you’ll learn about the latest product updates and feature releases within Xero Payroll. View course
5 Advisor CREDITS
Quarterly Product Update - August 2018
In this recorded webinar you’ll learn about the latest product updates and feature releases within core Xero. View course