Client Migration
Find everything you need to migrate your clients on to Xero here
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.
The migration journey
Take it one step at a time and you'll have your clients up and running on Xero with a minimum of fuss.
Xero benefits
Remind yourself and your clients of everything you get by switching to Xero.
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Start migrating
All the information and tools you need to move your clients' data to Xero.
Get moving
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:
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.
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.
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.
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.
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.
Move data to Xero today
If you’re ready to migrate clients from Sage, Kashflow, or Quickbooks (desktop or online) straight away, Movemybooks can do just that in a few hours. And Xero covers the cost.
Get started
Get in touch
If you need advice or guidance on any part of migrating your clients to Xero, 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.
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