Successful Sage 200 to Xero Care Home
Successful Sage 200 to Xero Care Home: How We Helped Transform Financial Operations Across 33 Companies
Migrating from Sage 200 to Xero can seem like a daunting challenge, especially for organizations with complex structures and high transaction volumes. Recently, we had the privilege of assisting a successful Sage 200 to Xero care home migration for a client involving 33 entities, overcoming multiple challenges and delivering a robust, future-ready financial solution in record time.
The Challenge: Complex Multi-Entity Xero Migration
This client came to us after struggling with an in-house attempt to migrate from Sage 200 to Xero. The task was significant:
- 33 entities with individual financial structures
- Multiple foreign currencies, requiring Xero’s multi-currency functionality
- 2.6 million historical transactions
- Unique charts of accounts per company, needing restructuring
- Limited internal resources, which delayed their initial attempt
The client needed a team of certified Xero experts to complete the project with accuracy and speed—and that’s exactly what we delivered.
Our Solution: Seamless Sage 200 to Xero Multi-Entity Migration
As Xero-certified specialists, we executed a strategic, transparent, and deadline-driven plan to ensure success.
1. Collaborative Planning with Xero
We met with the client and their Xero Account Manager to fully scope the project. This allowed us to create a tailored, step-by-step migration plan—setting the foundations for a smooth transition within a tight timeframe of less than four months.
2. Full Historical Xero Data Migration
We migrated 100% of the client’s financial history, including 2.6 million transactions, to ensure compliance and continuity. Our process included:
- Data validation and reconciliation
- Cross-checking balances
- Testing each entity’s opening balances post-import
This meticulous approach is what defines a successful Xero migration review.
3. Xero Chart of Accounts Restructure
We unified the charts of accounts across all 33 entities, streamlining them to fully leverage Xero’s reporting and automation capabilities. This helped ensure accurate consolidation and simplified reporting.
4. Foreign Currency and Workflow Optimisation
Our team customized Xero workflows to handle multi-currency transactions across the group. We ensured that exchange rates, conversions, and reconciliation processes were seamless.
5. Post-Migration Xero Support
Beyond the migration, we’ve remained involved in the client’s operations—providing continuous support, training, and advice. This partnership ensures they benefit from Xero’s evolving features, including new pricing structures and reporting tools.
The Outcome: A Xero Group Migration Success Story
The result was a seamless, high-impact Xero migration that transformed the client’s financial operations:
- ✅ All 33 entities successfully migrated to Xero
- ✅ Full history preserved, with over 2.6 million transactions imported
- ✅ Unified chart of accounts, improving financial clarity
- ✅ Multi-currency capabilities fully operational
- ✅ Project completed in under four months
Client Testimonial: A 5-Star Xero Migration Review
“We were introduced to Florentina to help us migrate our entities from Sage 200 to Xero. We had started the process in-house, but it was taking too long, and we did not have the capacity.
Florentina met with us, discussed the scope of the project, and delivered just as she promised. 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. We are so pleased with her work that we’re continuing to use her for additional projects. Thanks for all your help!”
Why Choose Us as Your Xero Migration Specialists?
Choosing the right Xero migration partner makes all the difference. At MigrateMyAccounts, we combine hands-on experience with a client-first approach.
- ⭐ Certified Xero experts with a strong portfolio in group and multi-entity migrations
- ⭐ Customised support for Xero multi entity and multi-currency migrations
- ⭐ Ongoing consultancy post-migration—beyond just the data
- ⭐ Transparent pricing and support with the latest Xero pricing updates
- ⭐ Proven success, backed by glowing Xero migration reviews and client testimonials
Ready to Migrate from Sage 200 to Xero?
If you’re considering a Xero migration for your group of companies or need help understanding Xero pricing and support options, speak to our team today. Whether you’re managing 3 or 30 entities, our tailored approach ensures your Xero group migration is efficient, accurate, and future-ready.
Find out more about what our group xero migration services include.
We are a Xero Gold Migration Partner and we are here to help.
