Historical Microsoft Dynamics NAV / Navision migration into Xero with report-led extraction, mapping, reconciliation and 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.
NAV data extraction is normally based on a set of agreed standard and additional reports or exports. We define what is required before the migration begins.
The accounting structure is then mapped into Xero, including the Chart of Accounts, contacts, transaction history and analysis fields that need to remain usable.
We validate the migrated position against the source and document exceptions rather than assuming every legacy treatment can be recreated identically.
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 NAV / Navision, our preferred extraction method uses Jet Reports. This gives us a controlled way to obtain the detailed accounting reports and historical transaction data needed for the migration.
Florentina helped migrate 10 years full transaction history from our on premise microsoft dinamics nav system to Xero ahead of time and on budget. An excellent, professional and efficient service from start to finish. I would recommend her services to anybody needing support migrating to Xero.
Project-specific scope is confirmed after we review your source system and data requirements.
We provide the required report/export list during scoping and identify any additional data needed for the historical migration.
Yes, but the mapping may need to be simplified for Xero Tracking.
Yes. We can plan multi-company delivery in an agreed sequence.
Where the required tax information is available in the source, VAT detail can be included within scope.
Yes. Reconciliation is part of the handover process.
Yes. Post-migration support and training can be included.
We’ll confirm the data we need to scope the migration properly.
