Sage to Xero Conversion: Expert Help by MigrateMyAccounts
Converting your accounting data from Sage to Xero is a smart move for businesses ready to modernise, but it’s not always as simple as clicking a button. At MigrateMyAccounts.co.uk, we specialise in Sage to Xero conversions that go beyond automation — offering tailored support, full data integrity, and expert configuration for long-term success.
How We Handle Sage to Xero Conversions
1. Free Consultation
We assess your business needs, Sage setup, and goals to recommend the best migration approach — whether it’s a simple ledger transfer or a full transactional history with attachments and exchange rates.
2. Sage Data Backup & Analysis
We help you safely extract your Sage data and review it for accuracy, structure, and completeness. It’s critical to pause any changes in Sage after this point to maintain data integrity.
3. Custom Xero Setup
Your new Xero file is set up from scratch to reflect your real-world processes:
- Chart of accounts
- VAT settings
- Bank feeds
- Tracking categories
- Integrations if required
4. Data Conversion
Unlike automated tools that limit history to 24 months, we can migrate full transactional history, multi-year data, attachments, and multi-entity/group structures.
5. Data Validation
We manually check the migrated data to ensure balances, ledgers, and audit trails align. You won’t find any surprises here.
6. Training & Support
Once your Xero file is ready, we provide onboarding, walkthroughs, and support to help your team hit the ground running.
Things to Keep in Mind
- Free Xero Migration Credit: Xero often covers the cost of data migration — we’ll help you apply for this where eligible
- Beyond 24 Months? No problem. We specialise in full-history conversions and can transfer 3+ years of data if needed
- International or Multi-Entity? We’ve migrated clients globally and are experienced in complex setups, foreign currencies, and group consolidations
- Attachments, Notes & Audit Trails? We bring them all into your Xero environment — not just balances
- Training Included: We don’t just hand you a file — we support your team post-migration with hands-on training
Why Choose MigrateMyAccounts?
- 500+ Sage to Xero conversions completed successfully
- Certified Xero Advisors with years of data migration experience
- Experts in restructuring, cleansing, and improving data for better reporting
- Partnered with BlueHub for advanced integrations (e-commerce, manufacturing, etc.)
- UK-based team with global reach
Sage to Xero Conversion: What You Need to Know
Converting from Sage to Xero involves transferring your financial data, setting up a new Xero account, and validating records to ensure accuracy. At MigrateMyAccounts.co.uk, we make the switch easy — with full support and customised setup.
Key Steps:
- Consultation: We review your Sage setup and migration goals.
- Data Backup: Your Sage data is extracted and frozen to maintain accuracy.
- Xero Setup: We build your Xero file from scratch, including VAT, bank feeds, and chart of accounts.
- Full Data Migration: We transfer all key data — not just balances — including:
- Transactions
- Customer & supplier records
- Attachments & notes
- Exchange rates
- Validation: We double-check all data in Xero for accuracy.
- Training & Support: We train your team and stay with you post-migration.
Common Questions
Can I move more than 24 months of data?
Yes, we can migrate your full history — even 5+ years — including supporting files.
Is the conversion free?
Xero may cover part of the cost. We’ll help you apply for their migration credit.
Do you support Sage 50 and Sage 200?
Yes. We handle all versions of Sage, including multi-entity setups. Check our Sage 200 to Xero successful stories.
Will my attachments and notes be included?
Yes. Unlike basic tools, we include attachments, notes, and audit trails.
Switch from Sage to Xero the expert way.
Migrate My Accounts is a Xero Gold Partner, your data is in the right hands.
📞 Contact us to get a free quote and get you started.
