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Xero Migration Certification (self paced)

Self-paced learning
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3 CPE credits

40 Migration credits



Learning objectives

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

Course outline

    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.

Pre-course preparations

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.

Topics covered

  • Reporting
  • Conversion

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