Switching software should be seamless
Xero's migration service offers a fast, smooth, and stress-free switch. Whether from basic solutions like Excel or different software, we believe it shouldn’t drain your time, resources, or pocket. For multiple clients, our free service provides a single point of contact.
A migration service built for your needs
We understand that moving your clients to a new platform can be a painful process. That's why Xero has developed a managed migration service to guide you through the steps of migrating multiple clients, quickly and easily.
Reduce hassle and risk
Switching made simple. Our expert service handles data transfer, ensuring clean, accurate data from day one, removing complexity and risk.
Migrated data you can rely on
Set up using your practice chart of accounts and mapping and review the conversion data so you're confident it’s correct from the start.
Ready to use in days
Migrate your balance data in bulk and have it ready to use within days. Automated tools get you and your clients up and running quickly.
Let us take care of it
Migrating your clients shouldn't be another burdensome item on your to-do list. Let us handle the technical details so you can focus on what you do best: serving your clients. Our team is here to instill confidence and ensure a seamless and reliable transition.
Moving bookkeeping clients from alternative software
- Move your clients to Xero from Sage, QuickBooks, Kashflow, and FreeAgent with our managed migration service, making the move seamless.
- Move transactional data from other accounting software with support from our migration experts. We manage and support you start to finish.
Moving MTD impacted clients onto Xero
- Sole traders and landlords need to start using cloud accounting software like Xero to file their quarterly and annual returns from April 2026.
- Since there isn't a direct way to map self-assessment data to a Xero subscription, a migration is necessary and we’re here to help. Whether you’re already using alternative accounting software, or calculating income and expenditure using Excel or Google Sheets, we have options available to take your tax return data, directly into a Xero subscription.
Move without the effort
Quickly and easily move existing data at a time that suits you. Here’s an overview of the process;
Book a call with our migration team
They'll guide you through options, from choosing the right migration path to testing and validating your migrated data.
Stay on top of the migration progress
You’ll be able to know how the migrations are progressing at any time from start to finish.
Onboard your clients seamlessly
Access all the onboarding materials you need to help your clients get the most out of Xero once migration is complete.
What you need to know
Our migration service offers you expert support when you’re looking to move multiple clients. We’ll take account of client requirements when determining the right migration option.
Comprehensive data conversion
Our migration service transfers opening balances or transactional data to set up your Xero subscription, so you can hit the ground running.
Your data is kept safe and secure
All information in Xero is protected with multiple levels of security including encryption, firewall, and replication in several locations.
More about how your Xero data is protectedYou’re in good hands
Our accounting qualified experts take care of the time-consuming set-up tasks and support you throughout the journey.
New to Xero? Become a partner today
Let’s change that: join over 250,000 accountants and bookkeepers using Xero.
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Already a Xero partner? Migrate your clients to Xero
Let our expert-led service handle the heavy lifting, from secure, encrypted data transfers to ensuring your data is clean and accurate.
