Turnkey Computer Technology: 10 Years of Dynamics NAV Data Migrated to Xero
Three entities and ten years of Dynamics NAV history migrated to Xero after an earlier self-migration attempt, using a client-built extraction report designed around our data requirements.
The project.
Turnkey Computer Technology had deep Microsoft Dynamics NAV expertise and had already attempted its own move to Xero before asking Migrate My Accounts to help. Across the engagement, three entities and around ten years of historical accounting data were migrated.
What the project included
- Ten years of transaction history
- Three entity migrations
- Client-built NAV extraction
- Tax-rate reassessment for Xero
- Detailed reconciliation reports
- First VAT return support
A migration where the client knew the source system exceptionally well.
Unlike many projects where we perform the source extraction ourselves, Turnkey's team were Microsoft Dynamics specialists. We specified the accounting data required for migration and they built the NAV report used to provide it.
That division of responsibilities worked well: Turnkey brought deep knowledge of its source system, while Migrate My Accounts concentrated on the migration methodology, transformation, Xero import and accounting validation.
Ten years of history after an earlier migration attempt.
The team had already tried to migrate the data themselves and encountered a number of issues. The subsequent project therefore needed to preserve a long accounting history while arriving at a Xero position that could be reconciled and trusted.
Historical migration and future tax setup are different decisions.
As part of the transition, we helped the team reassess which Xero tax rates should be used going forward. This separated the historical treatment being migrated from the practical configuration the finance team would use after go-live.
Reconciliation, VAT and an ongoing professional relationship.
Each migration included the normal reconciliation evidence and support around the first VAT return. The relationship has continued beyond the original projects: Turnkey's team still contacts Migrate My Accounts with Xero questions, while their NAV expertise has also been useful when other migration projects have presented difficult source-data extraction requirements.
Client feedback
“10 years full transaction history from our on-premise Dynamics NAV system to Xero… delivered ahead of time and on budget.”
What this project demonstrates
The strongest migration model is not always for one party to do everything. When a client or implementation partner has deep source-system knowledge, a clear extraction specification combined with specialist migration and reconciliation work can be a very effective approach.