What’s the process for migrating data from another system to Zeablue and Xero?
Switching Zeablue and Xero from another system may feel like a long and tedious process, often involving lots of data setup and migration tasks to complete.
To make things easier, we've condensed this lengthy process into a clear and simplified list of the most essential data to transfer into Zeablue and Xero.
Master data
| Data type |
|
Import into |
| Customers and suppliers |
|
Zeablue and Xero |
| Products |
|
Zeablue
Product items are not required in Xero |
Sales and purchases
| Data type |
|
Import into |
| Outstanding sales & purchase orders |
|
Zeablue |
| Sales & purchase history |
|
Zeablue
Optional: if historical data is needed |
| Open items (unpaid invoices & bills) |
|
Xero |
General ledger (GL) set up
| Data type |
|
Import into |
| Chart of accounts & opening balances |
|
Xero
As of your chosen cut-off date |
| GL activity transactions |
|
Xero
Export from your current system and keep on file. Import into Xero if needed later. |
| P&L (profit & loss) and balance sheet totals |
|
Xero
Ensure totals match between systems |
| Fixed asset items |
|
Xero
With opening book and tax values |
