2. Identify who to migrate
To be efficient you need to know who you’re migrating and when to migrate them.
Client Segmentation gives you this information. It can be used to serve up a list of target clients to migrate each week, month or quarter allowing you to focus on the right clients at the right time.
See how to prepare clients for migration.
3. Set up for success
Once you’ve segmented your clients and set a timeline, getting clients to adopt new software is no mean feat. They need to be able to deal with the change and this reassurance needs to come from you.
Share a co-branded Xero demonstration video so they understand the ease and benefits of Xero.See example
Converting data from other software
We have solutions available for a variety of source software:
Move from Sage, Kashflow, Quickbooks or Freeagent for free with Movemybooks
If your clients are using VT+ or TASBooks, use the links below to download the tools you need.