Planning your migration

A little bit of planning goes a long way. Review the materials below to identify the right clients, select the correct Xero pricing plan and schedule their migration.

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Historical data decision tree

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Conversion checklist

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Review customer segments to craft a custom onboarding strategy. This is a great chance to show Xero’s ability to work for any vertical.

Make sure you have what you need for a smooth conversion. Keep this checklist close to quickly address any blocks.