1. Get your migration team together
Migration requires the involvement of a few different people:
Project Manager(s)
Responsible for making sure the project is running on time and fielding strategic decisions.
Project Sponsor
Gives credibility to the migration and has the power to allocate time and resources to its success.
Xero Champions
Provide support to the Project Managers by informing them and the team of new developments and training requirements.
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
4. Become a migration expert
Our self-paced e-learning courses cover topics ranging from preparing your practice and clients to completing migration. Once completed, remember to add the badge to your advisor director profile to show how much you know.
Learn moreConverting 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.
