Farmplan to Xero Experts
Our expert team offers a seamless migration service from Farmplan to Xero, designed to make the transition as smooth as possible for your business.
Data Extraction Process
Extracting data from Farmplan is typically a straightforward process. We will need a set of standard reports to be run. The entire process usually takes about an hour and only involves producing a data dump. We will provide a migration checklist which will help you prepare your data prior to migrating to Xero.
Post migration checks
As part of the migration, we provide comprehensive reconciliation reports, offering full visibility into your data and peace of mind that the migration was accurate.
In our migration service we include 30 days email support and first VAT return assistance.
Ongoing support
We understand that switching your accounting system can feel overwhelming. That's why we offer post-migration training and ongoing support to help you feel confident using Xero. Our goal is to ensure a smooth transition and bring new efficiencies to your business.
What is Included?
We now include Attachments in our historical migrations.
Terms and Conditions apply, get in touch to find our more.
We replicate the allocations from Farmplan, ensuring consistency in your financial records and accurate payment tracking.
We extract sales invoice lines from your business's sales module and include them in the migration to Xero as Line Descriptions. This ensures that all item details from your sales orders are accurately transferred, preserving a complete record of your sales history in Xero.
We migrate the individual line VAT rates and amounts as in the old system, ensuring they are accurately transferred to Xero. This preserves the integrity of your tax records and ensures compliance with VAT reporting in Xero.
We handle multi-currency migrations, ensuring that all transactions are transferred using the old system's exchange rate.
These will be mapped to Xero as Tracking Categories, which allows you to continue monitoring and reporting on different segments of your business.
What is Not Included?
While the migration process covers critical financial data, there are a
few limitations and things to be aware of:
While basic financial information will be migrated, detailed stock and inventory levels are not transferred. You may need to manually adjust stock or use third-party tools to import inventory data.
The audit trail, notes, or detailed transaction comments are not migrated. You may need to manually archive or reference these from your system if required.
By understanding the process and limitations, you can ensure the migration goes smoothly with minimal disruption to your accounting activities.
Farmplan to Xero Testimonial
The transfer of our accounts was simple and quick. Florentina explained the process clearly and was very efficient at answering queries and entering our data. She clearly is a bright accountant with a good understanding of Xero and of accounts in general. She made the whole business remarkable easy and now our Bookkeepers have taken over the transferred accounts, all of which are in order.
Bill Forse @ Barnham Court Farm
⭐⭐⭐⭐⭐
Why Migrating from Farmplan to Xero is a Smart Move
Efficient financial management drives success in the agricultural sector. Farmers and agribusinesses need tools that are flexible, user-friendly, and equipped to handle the complexities of modern agriculture. While Farmplan has supported the industry for years, its outdated features and limitations often slow businesses down. In contrast, Xero delivers a cutting-edge solution, tailored to meet the evolving needs of farmers. By transitioning to Xero, agricultural businesses can streamline operations, improve reporting, and unlock new efficiencies. Let’s explore why Xero is the right choice for the agricultural industry.
Usability: Xero’s Intuitive Experience Makes Farming Finances Simpler
Managing farm finances should be straightforward, but Farmplan’s clunky design often creates unnecessary challenges. Many users struggle with its complicated workflows and steep learning curve, which require significant time and training. This complexity can delay critical tasks like payroll, invoicing, or expense tracking.
In contrast, Xero revolutionizes usability with its clean, intuitive interface. Farmers can easily navigate the platform, even with limited accounting experience. For example, generating invoices, reconciling accounts, or reviewing expenses happens quickly and without stress. With Xero, agricultural businesses spend less time on administrative tasks and more time focusing on their core operations.
Reporting: Xero’s Real-Time Insights Tailored for Agriculture
Staying on top of cash flow, seasonal income variations, and tax requirements is vital for farmers. Unfortunately, Farmplan’s basic reporting tools often fall short when it comes to providing the detailed, real-time data needed to make confident decisions.
Xero fills this gap with its advanced reporting capabilities, offering customized reports that cater to the unique needs of agriculture. For instance, farmers can monitor cash flow in real time, track profits by activity (such as crops or livestock), and create forecasts for budgeting during harvest or planting seasons. This depth of insight helps agricultural businesses stay prepared and make smarter decisions, whether they're buying equipment or planning for unpredictable weather conditions.
Integrations: Xero’s Ecosystem for the Agricultural Sector
Modern farming relies on technology to stay competitive. Tools for livestock tracking, equipment management, and supply chain logistics are essential, but Farmplan struggles to integrate seamlessly with these systems. The result is often a disconnected workflow that leads to wasted time and unnecessary manual data entry.
Xero eliminates these inefficiencies with its extensive network of integrations, which includes over 1,000 apps. Notably, Xero connects with agricultural tools like Figured, which provides specialized farm budgeting and performance tracking. These integrations allow farmers to manage every aspect of their business, from financials to farm productivity, in one cohesive system. By migrating Farmplan to Xero, agricultural businesses ensure their tools work together harmoniously, creating a streamlined workflow from the barn to the office.
Cost-Effectiveness: Scalable Solutions for Agricultural Businesses. How Farmplan to Xero can help
Farms operate at different scales, and their accounting needs vary widely. Farmplan’s pricing structure often makes sense for larger operations but may feel too rigid or expensive for smaller or diversified farms. Xero, on the other hand, offers flexible pricing plans that cater to farms of all sizes.
Moreover, Xero delivers incredible value by reducing inefficiencies and eliminating reliance on manual processes. For instance, automating repetitive tasks like reconciliations or payroll frees up valuable time for farmers to focus on operations. Choosing to migrate Farmplan to Xero allows agricultural businesses to reinvest saved time and resources into growth while staying financially organized. Migrate My Accounts will help you make the transition to Xero smooth.
We are Xero migration Experts
By migrating to Xero, agricultural businesses can simplify their financial management, gain valuable insights, and ensure they’re equipped to navigate the challenges of farming in a modern world.
Ready to make the leap? Seek expert guidance to ensure a smooth and seamless transition tailored to your specific needs.