How to Convert into an Existing Xero Organization

How to Convert into an Existing Xero Organization

The Existing Xero Organization conversion service is for clients who need data converted into a blank Xero organization. Follow these steps and meet the key requirements to proceed.

Conversion Steps

  1. Prepare the Source File using the Pre-Conversion Checklist 
  2. Start Your Conversion via this link only
  3. Select a Conversion Package that meets your requirements
  4. Provide the source data for conversion
    1. Online Access - For online accounting software, provide access to the organization (Australia | United States | New Zealand) and cease all activity in the source.
    2. Upload File - For desktop software, create a backup and submit the file for conversion
  5. Provide Access to the Xero Organization (Australia | United States | New Zealand)
  6. Provide Additional Information (If Required) - Some conversion packages require additional steps such as bank account mapping or custom chart of account mapping

Key Requirements

  1. Exact name match: The Xero organzation name must exactly match the source data provided, including punctuation. Update the Xero Organization name if required
  2. Empty Xero Organization: The Xero organization must be completely empty
  3. Correct Xero Subscription: The plan must support invoice/bill volume for the conversion period. Upgrade the Xero subscription if required
  4. Not a Practice Organization: Data cannot be converted into a Xero Practice Organization. Create a new organization, then contact Xero post-conversion to apply Practice pricing
  5. Setup complete: Organization setup must be finished. 
  6. No activity during conversion: Do not enter data in Xero until the conversion is confirmed complete
Notes
NOTE: The conversion cannot commence until all steps and requirements have been taken.

Conversion Complete

Existing organizations require an additional step. We first complete a test conversion to analyze the data before proceeding with the official conversion. This ensures the conversion can be completed successfully.

Expected Timeframes
  1. MYOB AccountRight: ~3 business days
  2. All online sources: ~5 business days
  3. Larger files (350MB+): May take longer due to Xero API limits on how many transactions can be imported into Xero within a 24-hour period
The contact listed for the conversion will receive an email with a custom Post-Conversion Action Checklist outlining conversion details and next steps. Review the checklist and post-conversion guide to get comfortable with your data.

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