We have just completed our accounts migration from Access Dimensions to Xero using the services of Migrate My Accounts, and the experience has been excellent.
Florentina made the whole process smooth and straightforward, with minimal disruption to our business. Considering the export limitations from Dimensions, the migration was handled very professionally and efficiently.
During the discovery calls, Florentina took the time to carefully review our data and fully understand our setup before starting the migration. She guided us through each step of the process and ensured everything was completed correctly.
Florentina is extremely professional, knowledgeable, and supportive. We are very pleased with the outcome and have no doubt we made the right decision in trusting her and her services.
Access Dimensions to Xero Migration Specialists
A specialist Access Dimensions to Xero migration service for detailed historical data, projects, cost centres, departments, VAT, allocations and attachments.
Keep the accounting history your finance team still needs.
The exact scope is agreed from the source data, transaction volume and future Xero structure. These are the areas we commonly preserve.
Supplier and customer allocations
Included when present in the agreed source data.
Sales invoice line descriptions
Included according to the agreed migration scope.
Line VAT rates and VAT amounts
Included according to the agreed migration scope.
Cost centres and departments to Xero Tracking
Included according to the agreed migration scope.
Foreign currency handling
Included according to the agreed migration scope.
Attachments where extractable
Included according to the agreed migration scope.
Access Dimensions needs more than a generic export-and-import approach.
Access Dimensions can contain rich analysis structures and projects that need to be understood before deciding how the future Xero organisation should look.
We review the available export routes and reporting structure, then agree how cost centres, departments, projects and the Chart of Accounts should be represented in Xero.
Where the source structure is more complex than Xero, we document the mapping and any agreed restructuring rather than forcing a one-for-one copy.
What we deliberately check
- Trial Balance and control accounts
- Aged Receivables and Payables
- VAT / tax position and mapping
- Foreign currency where applicable
- Analysis / tracking structure
- Material source-data exceptions
From source system to reconciled Xero organisation.
The mechanics vary by source system, but the control points stay consistent.
Scope
History, entities, volumes, FX, tracking, attachments and timing.
Extract
Collect the source data using the appropriate reports or access route.
Map
Agree Chart of Accounts, contacts, tracking and restructuring.
Migrate
Load the agreed historical data into a controlled Xero organisation.
Reconcile
Compare the result to the source and document exceptions before handover.
Not everything should be copied one-for-one.
- Detailed stock or inventory structures are not automatically recreated in Xero.
- Audit trail notes and system-specific commentary may need to remain in the source archive.
- Complex projects may require a separate reporting or app strategy if they cannot be represented through Xero Tracking.
Migration evidence, not just an import.
Depending on scope, the handover can include source-to-Xero Trial Balance comparison, aged-ledger checks, VAT review, migration workings, mapping schedules and documented exceptions.
Many projects also include training, first VAT return assistance and a period of post-go-live email support.
What we need from you to extract the data.
We use a preferred extraction route for each source system because it gives us the detail needed to rebuild and reconcile the history properly.
We handle the technical extraction work wherever possible, so your finance team is not left building migration templates.
How it works
Our preferred Access Dimensions extraction method uses AOI. This gives us a practical route to the detailed accounting information required for historical migration, including the analysis and transaction detail needed for mapping and reconciliation.
What clients say about their Access Dimensions to Xero migration.
I worked with Florentina as part of our Digital Transformation service at SB Digital.
Florentina migrated 2 clients of ours, from Pegasus Opera to Xero and Access Dimensions to Xero. Her support pre, during and post conversion was immaculate.
Would recommend.
Useful reading for this migration route.
Access Dimensions to Xero questions.
Project-specific scope is confirmed after we review your source system and data requirements.
Can you migrate Access Dimensions allocations?
Yes. Supplier and customer payment allocations can be replicated where the source data supports reliable matching.
Can you migrate projects from Access Dimensions?
Project references can be retained or mapped where appropriate. The final design depends on how the business needs to report in Xero.
Can departments and cost centres be migrated?
Yes. These are commonly reviewed for mapping into Xero Tracking.
Can VAT detail be preserved?
Where available in the source data, we can preserve individual VAT rates and amounts.
Can attachments be migrated?
Yes, subject to extractability and reliable matching to transactions.
How do you validate the result?
We reconcile the migrated Xero organisation back to source reports and document material differences or agreed treatments.
Tell us what needs to come with you.
We’ll confirm the data we need to scope the migration properly.