Converting into Existing Xero Organisations

Converting into Existing Xero Organisations

We cannot complete the conversion until we have access to the Xero organisation for us to convert into.  

Xero Approved Partners

If you have spoken to your Xero Account Manager and they have provided you with a link to use this service then you have landed in the right place.

If not and you are looking to convert a group or a whole practice please do reach out to your Xero Account Manager to see if you are eligible for this service.  It is available to Xero Partners that purchase organisations in bulk with a minimum of 5 Business Editions.  If you don't have a Xero Account Manager and don't know where to start reach out to solutions@jetconvert.com and we will put you in touch to help out.

The Xero organisation needs to be named 100% exactly the same as the company name on the source file including any punctuation. If you are buying a bulk load of Xero Organisations from Xero please provide them with display names that match the source files to save you time.

If the name does not match here is how to change it:

VERY IMPORTANT !!!!!! - We require the existing Xero organization to be COMPLETELY EMPTY of accounting data, bank feeds, bank rules etc in order for us to convert into it.

Providing access to Xero - United States approved Partners:

  • How to Invite us in Xero HQ (for multiple Xero entities):
    1. Go to Staff, then click Invite staff.
    2. Enter the name Jet Convert and email address conversions@jetconvert.com, then click Next. 
    3. Select the Xero HQ role as Standard.
    4. Click Invite to Xero HQ.
    5. Assign Clients - select the clients you wish us to convert then select Next.
    6. Select permissions:
    7. Change Client access to Edit.
    8. Change Xero Organization Role to Advisor.
    9. Tick against Manage Users access then select Save (please leave the Notify box ticked so Xero sends us an email and saves you needing to email us that you have updated our access). 
  • How to Invite us from the Xero Organization (for one Xero entity):
    • Click on the Organization name, select Settings, then click Users.
    • Click Invite a user.
    • Enter the new user's first name Jet, last name Convert and email address conversions@jetconvert.com.
    • Select these features to provide us with access: Payroll admin (if there is payroll in the source data), Business and accounting as an Advisor and Manage Users.
    • Click Send Invite.

Providing access to Xero - Australian approved Partners:

  • How to Invite us in Xero HQ (for multiple Xero entities):
    1. Go to Staff, then click Invite staff.
    2. Enter the name Jet Convert and email address australiaconversions@jetconvert.com, then click Next. 
    3. Select the Xero HQ role as Standard.
    4. Click Invite to Xero HQ.
    5. Assign Clients - Select the clients you wish us to convert then select Next.
    6. Select permissions:
    7. Change Client access to Edit.
    8. Change Xero Organization Role to Advisor.
    9. Tick against Manage Users access then select Save (please leave the Notify box ticked so Xero sends us an email and saves you needing to email us that you have updated our access). 
    10. If your source file has payroll in it also give us Payroll Admin access and make sure that the Xero subscription caters for that number of employees.
  • How to Invite us from the Xero Organisation (for one Xero entity):
    • Click on the Organisation name, select Settings, then click Users.
    • Click Invite a user.
    • Enter the new user's first name Jet, last name Convert and email address australiaconversions@jetconvert.com.
    • Select these features to provide us with access: Payroll admin (if there is payroll in the source data), Business and accounting as an Advisor and Manage Users.
    • Click Send Invite.


If you are converting from an online accounting software, please see here as to how to also give us access to it so we can extract the data for conversion into Xero.

Things that may prevent us from converting into your existing Xero organisation

  1. We require the existing Xero organization to be empty of accounting data, bank feeds, bank rules etc in order for us to convert into it. Should we find data in the Xero organisation we may need to start another conversion into a new Xero organisation which we transfer to your subscriber. You will need to delete the original Xero organisation.
  2. We cannot convert into Ledger pricing plans, they must be upgraded to a Growing or Cashbooks plan.
  3. If the organisation is your Practice Xero organisation, due to the limitations there are in accessing Xero, we will need to create a new Xero organisation as part of the conversion process which we will transfer to your Practice subscriber. You will need to delete the original organisation. Contact Xero to get your Practice pricing plan applied to the new Xero organisation.
  4. If the conversion fails our Quality Assurance checks we may need to add or amend transactions to get it to meet those checks. This may require you to upgrade the subscription to a Business Plan.
  5. If you have not completed the Xero organization set-up then you will need to do so before we can convert into it.
  6. Do not start work within the Xero organization until prompted by email as this will impact the Quality Assurance checks.
If you have any questions at all please email solutions@jetconvert.com.

Businesses & NonSubsidised Conversions for Partners

Our Xero subsidised conversion service requires us to create the new Xero organisation and transfer it to your nominated subscriber.

However, if you do want to convert into your existing Xero organisation you can do so using our NonSubsidy service. This costs $220 in addition to the conversion package that you select.

Note that we do need the Xero organisation to be completely empty of data to convert into it.

Contact us to find out more. We will send you a special link to start the conversion. DO NOT use the green 'Start Your Conversion' buttons on our website.

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