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Manual conversions

Self-paced learning
Launch course

5 Migration credits

Free

Learning objectives

  • Understand what the common pitfalls are when manually converting client data
  • Learn about some useful tips
  • Learn about the tools and services you can use to help you import spreadsheet data successfully

Course outline

    This course will address some of the challenges of manually converting client data from spreadsheets into Xero. It will cover common pitfalls as well as outlining best practice and some useful tips such as including comparatives. It will also showcase other tools and services that will help import spreadsheet data more efficiently.

Topics covered

  • Conversion

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