How to Make Moving Multiple Clients to Xero Easy

Xero takes the stress out of migrating client data from your old accounting software. Moving more than 10 clients? We offer a free and straightforward migration service to get you up and running in no time.

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Fast and seamless transfer of your clients to Xero

Xero’s managed migration service offers a single point of contact to guide you through the steps of migrating multiple clients to Xero. It’s a service hub with all the tools to stay on top of the progress, and streamlined processes to remove manual and time-consuming tasks.

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 balance data in bulk and have it ready to use within days. Automated tools get you and your clients up and running quickly.

Flexible pathways to suit you and your clients

Simplify migrating client data into Xero with a selection of migration pathways to suit most scenarios and any number of clients.

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How it works

Migrate your clients to Xero in three easy steps. A Xero migration specialist will support your migration every step of the way.

  1. Get support from a dedicated migration specialist

    From choosing the right migration path to testing and validating the migration data, you’ll be supported all the way.

  2. Track your migration progress in real time

    Track the migration progress of each of your organisations in your service hub.

  3. Onboard your clients seamlessly

    Complete your migration and access extensive onboarding materials to help your clients get the most out of Xero.

What you need to know

Get expert support to move 10 or more clients to Xero for a seamless transition to beautiful accounting software. Convert up to 24 months of their accounts for free, saving up to £180 per client.

Comprehensive data conversion

The migration includes up to two years of each clients’ financial history. All transactions are set up so you can pick up where you left off.

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 the protection of your Xero data

You’re in good hands

Our accounting qualified experts take care of the time-consuming set up tasks and support you throughout the journey.

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Not a Xero partner yet? Switch to Xero now

Join the Xero partner programme today and let our qualified team handle a smooth migration. Book a call to get started.

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Already a Xero partner? Migrate your clients to Xero

Don't let the hassle of moving keep you tied to using frustrating, difficult-to-use software. Contact your Xero representative.

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