Please note that this Migration certification is only for US Partners.
At the end of this certification, you will be able to:
- Profile and segment your clients
- Find a solution for every client
- Prepare your clients for Xero
- Choose from different conversion options
- Manage data collection and cleanup
- Review post conversion data
- Troubleshoot common conversion pitfalls to fix errors
- Consider ongoing client engagement
Publication date: December 4, 2017
This certification consists of three core courses:
Course 1: Preparing to migrate your clients to Xero
Course 2: Preparing to convert a client to Xero
Course 3: Reviewing conversions and considering ongoing requirements
There is also an optional assessment to receive CPE credit.
You should have successfully completed Xero Advisor Certification, before attempting this certification. You will need headphones to listen to the audio narration of this course. We suggest you take a ten-minute break at the end of each course, to give you time to absorb the new knowledge.