Client Migration

RESOURCE CENTRE

Find everything you need to migrate your clients on to Xero here

 

The migration journey

Whether you’re signing up new clients to Xero, working out who to migrate when, or simply how to make that final move from one software to another – here’s what you need to know.

Love Xero

Remind yourself and your clients of the benefits you get from switching to Xero.

Take a look

Make a plan

Identify the right clients and the best time to start using Xero.

Start planning

Start migrating

All the information and tools you need to move your clients' data to Xero.

Get moving
Quote

We trialled Xero on a couple of clients and thought this is it, this is a no-brainer really.

Sian Lloyd – Lewis Ballard | Xero Pacesetter

Meet some of the team

Our Xero Partner Services team is made of consultants and education experts to offer you expert levels of guidance and advice. Here are a few of them:

Julian Buck

Julian Buck

Director, Partner Services UK & EMEA

With Julian at the helm, our team of Partner Consultants is made up of accountants and implementers who understand how Xero works in practice. Your dedicated consultant is your first point of contact for all your Xero needs.

Vikki Bean

Vikki Bean

Head of Education, UK & EMEA

Responsible for the Education team, delivering initiatives for UK and EMEA – Vikki is passionate about delivering a best in class education experience, creating skilled and independent Xero users.

Aleisha Fletcher

Aleisha Fletcher

Partner Consultant

ACCA-qualified Aleisha spent over 10 years working for accountancy practices before joining Xero. Her team implemented cloud functionality across the practice, for different specialisms. She knows what works and what doesn’t.

Becca Young

Becca Young

Education Specialist

Becca delivers Advisor Certification and frequently hosts webinars covering a range of  essential Xero features – from payroll training to introducing your practice to Making Tax Digital and how to pass that knowledge to your clients.

Jamie Nolan

Jamie Nolan

Partner Consultant

Jamie has plenty of experience getting practices online – from sole practitioners to one of the world’s top five. Before stepping into software he spent nine years in accountancy. He’ll help you set – and achieve – your goals.

Perry Gemmell

Perry Gemmell

Education Specialist

Coming to Xero with a First class degree in Accounting and Finance, Perry started off in the Customer Experience team. Now he uses those customer-facing skills to train accountants and bookkeepers on all things Xero.

Move data to Xero today

If you’re ready to migrate clients from Sage or Quickbooks (desktop or online) straight away, Movemybooks can do just that in a few hours. And Xero covers the cost.

Get started

If you haven’t found what you were looking for, get in touch with the team at partnerservices@xero.com

Let's do beautiful business together

Find guides, reports, books and playbooks offering a wealth of knowledge and ideas for running your practice and advising your clients.

Take a look