Converting into Existing Xero Organisations
Issues that may prevent us from Converting in your Existing Xero Organisation
Exact Name Match: The name of the existing Xero organisation must match the company name on the source file exactly, including any punctuation. How to change the Xero organisation display name
Completely Empty: The existing Xero organisation must be completely empty of accounting data, bank feeds (nothing can be reconciled), Fixed asset journals etc. to allow for the conversion.
Sufficient Xero Subscription: Ensure your Xero subscription supports the number of invoices and bills you need. For example, select the Grow package (AU) or the Growing package (US) as necessary.
Not a Practice Xero Organisation: If the organisation is a Practice Xero organisation, we will need to create a new Xero organisation for the conversion process and transfer it to your Practice subscriber. Contact Xero to apply your Practice pricing plan to the new Xero organisation and cancel the initial one provided.
Xero Organisation Setup Completion: The setup for the Xero organisation must be completed.
Not a Xero Trial Subscription: We cannot convert into a free Xero trial under our Xero subsidised service.
Await Email Prompt: Do not start work within the Xero organisation until you receive an email prompt that the conversion is complete, as this will affect Quality Assurance checks.
Xero Approved Partners
If you have consulted with your Xero Account Manager and received a link to use this service, you are in the right place.
If you are looking to convert a group or an entire practice, contact your Xero Account Manager to check your eligibility for this service. It is available to Xero Partners purchasing organisations in bulk with a minimum of 5 Business Editions. If you don't have a Xero Account Manager and need assistance, reach out to us at solutions@jetconvert.com and we will help you get started.
Businesses & NonSubsidised Conversions for Partners
Our Xero subsidised conversion service involves creating a new Xero organisation and transferring it to your nominated subscriber. If you prefer to convert into your existing Xero organisation, you can use our Non-Subsidised service for an additional cost of $220 plus the conversion package you select.
Want to use this service?
If you are in:
- Australia upload here
- United States upload here
Conversion Procedure
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