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
- Prepare the Source File using the Pre-Conversion Checklist
- Start Your Conversion via this link only
- Select a Conversion Package that meets your requirements
- Provide the source data for conversion
- Online Access - For online accounting software, provide access to the organization (Australia | United States | New Zealand) and cease all activity in the source.
- Upload File - For desktop software, create a backup and submit the file for conversion
- Provide Access to the Xero Organization (Australia | United States | New Zealand)
- Provide Additional Information (If Required) - Some conversion packages require additional steps such as bank account mapping or custom chart of account mapping
Key Requirements
- Exact name match: The Xero organzation name must exactly match the source data provided, including punctuation. Update the Xero Organization name if required
- Empty Xero Organization: The Xero organization must be completely empty
- Correct Xero Subscription: The plan must support invoice/bill volume for the conversion period. Upgrade the Xero subscription if required
- 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
- Setup complete: Organization setup must be finished.
- No activity during conversion: Do not enter data in Xero until the conversion is confirmed complete
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
- MYOB AccountRight: ~3 business days
- All online sources: ~5 business days
- 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
Related Articles
Existing Xero Organization Conversion Service Steps
Summary This article outlines the steps required to convert data into an existing Xero organization. The process is similar to the standard conversion process, with the additional requirement of granting Jet Convert access to your Xero organization ...Existing Xero Organisation Conversion Service Steps - New Zealand
To understand more about this process go here for more information Conversion Steps The procedure for converting an Existing Xero Organisation is similar to the standard process but with slight variations. Please follow the steps below: Prepare the ...Converting into Existing Xero Organizations
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 ...Converting Into an Upgraded Ledger Existing Xero Subscription
Welcome to the Beta release of our upgraded ledger conversion service! This guide is designed to make the process simple, straightforward, and seamless for Accountants and Bookkeepers. Follow these steps to efficiently upgrade your client’s Xero ...What are the steps involved in doing a conversion?
This procedure is for our regular conversion service where we create the Xero Organisation and transfer it to your nominated Xero subscription email address. If you wish to convert into an existing Xero Organisation please see this knowledge base ...