Move Off Xero Without Rebuilding From Zero
Fintra's Xero importer maps your existing chart of accounts and imports balances and transaction history, with migration mode so you switch on your own timeline.
What Xero migration does
Businesses on Xero often stay longer than they want to because migration feels like starting over. Fintra's Xero importer maps your existing chart of accounts, imports balances and transaction history, and runs a migration mode so the switch does not mean losing continuity in your books.
- Guided chart of accounts mapping from Xero to Fintra
- Historical balances and transactions imported, not a fresh-start balance sheet
- Migration mode to validate the import before a full cutover
- Contacts and item records carried over alongside transaction history
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| COA mapping | Maps your Xero chart of accounts into Fintra | Manually rebuilding your account structure |
| Historical import | Brings in balances and transaction history | Starting with only an opening trial balance |
| Migration mode | Validates the import before full cutover | A one-shot cutover with no fallback |
| Master data import | Carries over contacts and item records | Re-entering vendors and customers manually |
How it works
From Xero export to live in Fintra
- 1
Export from Xero
Pull your chart of accounts, balances, and transaction history from Xero.
- 2
Map your accounts
The importer guides you through mapping Xero accounts to Fintra's chart of accounts.
- 3
Import history
Balances and transaction history import against the mapped structure.
- 4
Validate in migration mode
Run in migration mode and reconcile against Xero before fully committing.
- 5
Cut over
Once validated, Fintra becomes your system of record.
Validated, not assumed
Migration mode gives you a checkpoint before Fintra becomes your official ledger: reconcile trial balances between systems, spot-check imported transactions, and confirm mapping decisions before ending the parallel period.
Before you cut over
- Reconcile trial balance between Xero and Fintra
- Spot-check a sample of imported transactions against source
- Confirm all active vendors and customers imported correctly
Frequently asked questions
Do I lose historical data switching from Xero?
No. The importer brings over historical balances and transaction history, mapped into Fintra's chart of accounts, rather than starting you fresh with only current balances.
How long does a typical Xero migration take?
It depends on the volume of history and complexity of your chart of accounts, but the guided mapping process and migration mode are designed so you can validate the import at your own pace before cutting over rather than rushing a hard switch.
Can I keep using Xero while I validate the migration?
Yes. Migration mode supports running in parallel so you can confirm the import matches your Xero records before committing to Fintra as your system of record.
Does Xero migration bring over contacts and items?
Yes. Customer and vendor contacts and item records carry over alongside the transaction history, so you are not manually rebuilding master data after the financial import.
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Switch off Xero without starting from zero
Start free, no card required. Map your chart of accounts and import your history today.
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