Existing Xero Organization Conversion Service Steps - United States
Conversion Steps
Prepare the Source File - Use our Pre-Conversion Checklist to ensure your source file is ready.
Start Your Conversion - Begin by using the appropriate link -
Nonsubsidised Existing Xero Organisation Conversion - Start your conversion here
Xero Concierge Program - Use the link provided to you in the communication received.
Select a Package - Choose a package that meets your needs.
Provide Access to Online Source File (if applicable) - If required, grant access to your online source file.
Provide Access to the Xero Organisation - Ensure access to the Xero organisation is granted.
Provide Additional Information (if applicable) - For premium packages and options, or if your files do not meet package limits, provide any additional required information.
Conversion Complete - Within up to 5 business days, you will receive an email confirming that your conversion is complete. This email will include a custom Post-Conversion Action Checklist for you to follow.
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