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Clean up your accounts as you move to Xero
Combine, rename or renumber accounts, and add tracking from useful source information so the new Xero organization starts with a cleaner structure.
Account cleanup & trackingXero Conversion Services
Move your accounting data to Xero — even when the usual conversion options do not fit.
Swift helps with Xero conversions that need more than a standard move — including multi-currency, account cleanup, tracking changes and difficult or unusual source data.
Show us what you're working withSwift reviews the source and requirements first, then confirms what is practical and scopes the work.
Choose your path
What kind of Xero conversion are you dealing with?
These are three common reasons a straightforward migration to Xero is not enough.
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Complex & multi-currency Xero conversions
For conversions involving multiple currencies, difficult data, unusual systems, large adjustments, or other requirements that need investigation.
Complex & multi-currency conversions03
Move to a new Xero organization
Start fresh in a new Xero organization, including moves from an existing Xero organization, base-currency changes, or a cleaner structure.
New Xero organizationMore than copying the old file
Your new Xero organization does not have to carry forward every old problem.
A Xero conversion can be an opportunity to agree what should carry forward and what should be simplified. Accounts can be combined, renamed or renumbered, and useful source information can sometimes be preserved as tracking instead of keeping an old account structure.
- Combine accounts that no longer need to be separate
- Rename or renumber accounts for a clearer chart
- Add tracking from useful source information
- Clean up agreed data issues
Previous conversion experience
Swift has completed conversion work involving Sage, QuickBooks, Acumatica, Adagio, Sage MIP, Dynacom and Xero itself.
Each project still needs to be reviewed individually. Previous experience with a system does not mean every version, file or data set follows the same conversion path.
Using something else? If you can provide usable reports, exports or other source data, show Swift what you have and what result you need in Xero. The first step is deciding what is practical.
How a Xero conversion works
Review first. Then choose the right way to move.
Some conversions are prepared and reviewed before the new Xero organization becomes the working file. In other projects, current work can begin first and older history can be added afterward as it is prepared.
- 1Show Swift what you have.
Share the source system or available reports, what you need after the move to Xero, and what makes the conversion unusual. Swift can provide a private project file portal for sending source files, reports, backups and other conversion documents.
- 2Agree the scope.
Confirm what will be moved and any cleanup, account changes, tracking or special handling that should happen during the conversion.
- 3Prepare the new Xero organization.
Swift can prepare the agreed structure and starting information. Where appropriate, a cut-off date can be established so current work can begin before all historical data is finished.
- 4Import, review and reconcile.
Bring in the agreed data, check the converted Xero organization and work through any review items.
- 5Complete the handover.
Once the agreed conversion work is complete, the new Xero organization is ready to continue as the working file.
The exact sequence depends on the source, the amount of history, and whether the new Xero organization needs to be used before the full historical conversion is complete.
Start with the real data
Show us what you're working with.
Tell Swift where the accounting data is now, what you need in Xero after the move, and anything that makes the conversion more complex.