We specialise in Sage200 to Xero migration but we have transferred accounts from other systems too and we are great at it.
Migrate to Xero with us and receive 2hs of free Xero training now.
We will have few questions regarding your current system, information that will help us assess the size of the project and prepare a timeline. More information here.
Once we know the size and characteristics of the data we will be able to send you a draft quote.
It is important we check the data prior to signing the migration agreement. This is to make sure Xero will be suitable for your organisation.
You will be sent an NDA, prior to us accessing your data.
There are important aspects to consider before deciding on migration cut-off point (eg. VAT return, Month End).
We would normally suggest to migrate immediately after a quarter VAT submission.
There are also few pre-migration steps which will be discussed with you prior to agreeing on a timeline.
Depending on the size and complexity of the data the migration process usually takes between 3-10 working days.
The trasfer will be done on a Trial version of Xero, when ready, you will be provided Read-Only access to check the migration.
Our team will provide reconciliation reports Xero vs Old system and you will be made aware of any discrepancies, these can happen due to old system errors and deletions.
You will only pay if you are happy with the result, we do not require any advance prior to the migration.
On receipt of our fee, we will transfer the Xero subscription to your required email address.
Included in our service:
What do we need to know?
You should be able to find out the version of your system by going to settings/about.
Is your system on a local, remote desktop or cloud ?
We recommend at least 2 financial years for comparison purposes, but we have transferred organisations with 20 years of data.
Stock, BOM, Projects, Cost Centres, Department, CIS.
The migration will be done using the local currency.
It is important we know how many bank accounts have been used, this includes any dummy bank accounts, Petty cash or Credit cards.
This will help decide when will it be best to migrate your accounts.
We would suggest to continue to have access to the old system until Go Live date, for reconciliation purposes.
This would help us understand the size of your organisation and plan the migration.
Do you have any questions?
The simple answer is yes, but we do not transfer stock, deleted or nil transactions.
Yes, we also do Xero Training, get in touch for more details. We would love to show you and your staff the best of Xero.
Every migration is different but we usually need 3 to 10 working days to complete.
It all depends on the size and complexity of the accounts.
Yes, we treat these as Xero Tracking, prepare yourself for beautiful reporting.
Xero does not work with Accounting periods, you will have to choose between Transaction date and Posted Period. This will be decided prior to the migration.
We transfer accounts from Sage200, Access Dimensions, Xledger, Microsoft Dynamics Nav, Pegasus Opera, Sage50, Exchequer, Kashflow, FreeAgent, Quickbooks and Excel.
As many as you would like, but we suggest at least 2 for comparative purposes.
We only transfer your accounts to a Trial version of Xero, but we are happy to help you transfer the current Xero data after the migration is complete.
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