Converting into Existing Xero Organisations

Converting into Existing Xero Organisations

Alert
We require correct access to the Existing Xero Organisation to complete the conversion. The conversion will be placed on hold until correct access is obtained.  

What is this Service?

This is where you have already purchased a Xero Pricing Plan and are asking us to convert into this blank Xero organisation.

If you've taken advantage of a discounted Xero pricing plan, generally the subsidised conversion will not apply. In this case, the standard $220 conversion fee (normally subsidised by Xero) will be included in the total cost for the conversion.
  1. What to use this Service?
      1. Australia upload here
      2. United States upload here
  2. Xero Conditional Offering - Use the link provided in the advised documentation and not the normal upload link.

Issues that may prevent us from Converting in your Existing Xero Organisation

To ensure a smooth and successful conversion, your existing Xero organisation must meet the following criteria:

  1. Exact Name Match: The name of your Xero organisation must exactly match the company name on the source file, including any punctuation. How to change the Xero organisation display name

  2. Completely Empty: The Xero organisation must be free of all accounting data, bank feeds (nothing reconciled), fixed asset journals, and other records.

  3. Sufficient Xero Subscription: Ensure your Xero subscription supports the number of invoices and bills you need for the full transactional period. Example: Choose the Grow package if your file includes more than the Starter plan allows for invoices or bills in a single month.

  4. Not a Practice Xero Organisation: Practice organisations cannot be converted into. If your organisation is a Practice Xero organisation, a new Xero organisation must be created for the conversion. Afterward the conversion contact Xero to apply your Practice pricing plan and cancel the original subscription.

  5. Xero Organisation Setup Completion: Make sure the organisation setup is complete before conversion begins.

  6. Await Email Prompt: Do not begin any work in the Xero organisation until you receive an email confirming the conversion is complete. Doing so may interfere with Quality Assurance checks.

Conversion Procedure

    The procedure for converting into an existing Xero organisation follows a similar flow to our standard conversion process, with a few key differences.

    Please refer to the step-by-step guide relevant to your region:

    Be sure to review the pre-conversion recommendations and the requirements specific to existing Xero organisations before uploading your file to avoid delays.


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