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Converting Banklink data

Self-paced learning
Launch course

5 Migration credits

Free

25 MINUTES

Learning objectives

Some of the clients you are migrating across to Xero, may currently be using BankLink. Migrating this data has become a lot easier with the new Xero Conversion Toolbox. You just need to provide a couple of BankLink files, and the toolbox will guide you through an easy and automated conversion process.

Course outline

    In this course, you'll learn how to use the Xero Conversion Toolbox to convert BankLink clients:
    • Sign up and get a Xero Conversion Toolbox account
    • Determine the date range and export data files from BankLink
    • Convert BankLink files using the toolbox
    • Import bank statements that the toolbox creates for you

Topics covered

  • Conversion

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