Move historical Microsoft Dynamics 365 Business Central financial data into Xero with dimension mapping, restructuring, consolidation and full reconciliation.
The exact scope is agreed from the source data, transaction volume and future Xero structure. These are the areas we commonly preserve.
Included when present in the agreed source data.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
Included according to the agreed migration scope.
We review the Business Central setup, dimensions, Chart of Accounts and historical posting structure before deciding how the information should be represented in Xero.
Where the old structure is too detailed for the future Xero model, we can agree restructuring or consolidation rather than recreating complexity that is no longer useful.
We also take on failed or incomplete migrations where mappings and historical balances need to be rebuilt and validated.
The mechanics vary by source system, but the control points stay consistent.
History, entities, volumes, FX, tracking, attachments and timing.
Collect the source data using the appropriate reports or access route.
Agree Chart of Accounts, contacts, tracking and restructuring.
Load the agreed historical data into a controlled Xero organisation.
Compare the result to the source and document exceptions before handover.
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.
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.
For Microsoft Dynamics 365 Business Central, our preferred extraction method uses Jet Reports. It helps us obtain consistent historical financial data, dimensions and supporting reports for mapping and reconciliation.
HIGHLY RECOMMEND!!
We used someone else to start with... it was a nightmare. MMA came in and fixed the mess and completed the migration faster, and less expensive, than the original migrators!
Moved from business central to Xero. Didnt think it would be so quick and easy. Up and running in a week with multiple entities.
Project-specific scope is confirmed after we review your source system and data requirements.
Yes. We review dimensions and map them into Xero Tracking where appropriate, with consolidation where the source structure is more detailed than Xero supports.
Yes. Restructuring can be agreed before migration where the future reporting model should be different.
Yes. We support single entities and multi-entity groups.
Yes. We can assess the existing Xero organisation, source data and mappings, then agree whether to repair or rebuild the migration.
No. The focus is the agreed accounting history; operational modules need separate consideration.
We compare the migrated Xero organisation to agreed source reports, including Trial Balance and other control reports within scope.
We’ll confirm the data we need to scope the migration properly.
