Move from Xero

Leaving Xero? Bring your lists and the balances you start with. Kluvan has no ready-made layout for Xero files, so it maps each column by its heading and by what it holds; you check every guess before anything is imported.

Before you start

• Choose your start date, for example the first day of a month. Your balances are taken on that date.
• Keep Xero for history: past invoices, payments and reports stay there.
• You need to be the owner or a manager in Kluvan.

Steps

1. In Xero, export your products and services (items) to CSV or Excel.
2. In Xero, export your contacts to CSV or Excel. Make one file of customers and one of suppliers; if the export holds both, split it in Excel.
3. In Xero, export the report of what each customer owes on your start date, and the report of what you owe each supplier, to Excel.
4. Copy each person's total into a balance column of the customers file and of the suppliers file.
5. In Kluvan, open Settings → Bring your data and bring the items file first.
6. Under Columns: what each one is, check each guess. Map the item code to Code / SKU, the sale price to Selling price and the purchase price to Cost.
7. Read What we found, then press Import.
8. Bring the customers file. Map the balance column to Opening balance they owe.
9. Bring the suppliers file. Map the balance column to Opening balance we owe.
10. Set Date of the opening balances and stock to your start date each time, then press Import.

What comes across

• Items: name, code, description, sale price, purchase price and, if your file has it, the quantity in stock.
• Customers and suppliers: name, e-mail, phone, address, tax number and one opening balance each.

What does not

• Open invoices and bills, payments, bank lines, journals and sales history are not imported. Bring one opening balance per customer and supplier instead, and keep Xero for the history.
• Xero's accounts and tax rates are not imported. Products take your organisation's VAT rate.
• Columns Kluvan has no place for can be left out with (leave out).

Checks after the import

• Compare the total in the dry run ("… owed in total") with Xero's total of what customers owe on your start date, and do the same for suppliers.
• Open a few products and check price and cost.
• Download the findings (CSV) and deal with every skipped row.
• Something wrong? Undo the import, fix the file and bring it again.

Good to know

• Phone numbers are read in your country's form. A number that does not fit is kept as written, and the findings say so.
• Starting the accounts in Books? Enter the opening balances of your accounts in Books; this import fills customers, suppliers, products and stock.
• No spreadsheet export at hand? Use our templates.