Historical Farmplan migration into Xero with a defined source report set, migration checklist, reconciliation and practical go-live support.
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.
We define the standard reports required from Farmplan and provide a preparation checklist before the data is moved.
The historical accounting data is mapped into Xero, with attention to the source balances and reporting structure.
We reconcile the result and support the team through the transition into the new system.
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.
Farmplan extraction is normally straightforward. We provide the list of standard reports and exports required and a migration checklist so the source data can be prepared consistently.
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.
Project-specific scope is confirmed after we review your source system and data requirements.
We provide a list of standard reports and a migration preparation checklist.
Yes. The migration can include detailed historical accounting data rather than only opening balances.
Yes, subject to the agreed scope and source data.
We reconcile the Xero position to agreed Farmplan reports.
Yes. Xero training can be provided around go-live.
Farm-specific operational or non-accounting records may need a separate archive or system depending on how they are used.
We’ll confirm the data we need to scope the migration properly.
