Client case study

Care Concern Group: 33 Companies Migrated from Sage 200 to Xero

How a 33-company Sage 200 programme became the foundation for a consistent Xero structure across a much wider care-home group, with full history, restructuring and ongoing acquisition support.

The project

One migration programme, designed for a much wider group.

Care Concern Group is a large care-home group with more than 220 entities. Xero was already central to the wider group before this programme began, and the objective was to bring the remaining Sage 200 businesses into a consistent Xero environment.

The initial programme covered 33 companies and approximately 2.6 million transactions, including full historical data and foreign-currency activity.

Migration & handover

What the project included

  • Full historical transaction migration
  • Foreign-currency activity
  • Unified Chart of Accounts
  • Contact restructuring
  • Detailed reconciliation pack
  • Ongoing acquisition migrations
Group structure

Building a structure for the wider group.

The aim was not to reproduce 33 unrelated Sage 200 structures in Xero. The migration created a framework that could be followed as further businesses entered the group.

Chart of Accounts

We restructured and aligned the Chart of Accounts across the initial entities so the same group structure could be used for future acquisitions rather than rebuilding the accounting model each time.

Contact structure

Contacts were reviewed and reorganised around Care Concern's CRM and funding relationships, including council-funded and privately funded arrangements, rather than copied across unchanged.

Historical data

Full history, not opening balances.

The migration included full historical transactions going back many years. Some entities also contained foreign-currency activity, so the source accounting context needed to be preserved rather than reduced to a single opening position.

  • Full transactional history
  • Foreign-currency activity
  • Source accounting context retained
  • Reconciled back to Sage 200
Migration control

From extraction through to reconciliation.

Migrate My Accounts handled the Sage 200 extraction and data processing. Each completed entity was supported by its own reconciliation evidence and explanations for material differences identified during the work.

01Extract02Transform03Import04Reconcile05Explain
Delivery evidence

A large programme, controlled entity by entity.

33 companiesOriginal Sage 200 programme
2.6m transactionsHistorical accounting data
Under four monthsProgramme delivery

Each company retained its own migration, validation and reconciliation trail rather than being treated as one enormous import.

Ongoing relationship

The work continued beyond the original 33 companies.

Care Concern has continued to use Migrate My Accounts as acquired businesses and other entities need to be brought into the group's Xero environment from different accounting systems.

We also support the finance team with migration-related troubleshooting and payroll API integration work when required. The testimonial below relates specifically to the original 33-company Sage 200 programme.

Client feedback

What the client said about the original programme.

“In total, she migrated 33 companies for us with 2.6 million transactions in just under four months. She managed the project perfectly, was extremely responsive, and her customer service is the best we have come across in the industry.”
What this project demonstrates

Scale matters, but structure and control matter more.

Large group migrations require a destination structure that can survive future acquisitions, consistent mapping decisions, repeatable reconciliation controls and enough flexibility to handle differences between individual entities.

Related expertise

Planning a group migration?

Tell us about the entities, history and future Xero structure.

We can scope the sequencing, data structure, reconciliation and handover across the group before migration work begins.

Discuss your migration
Care Concern Group 33-company Sage 200 to Xero migration