Transition from Sage X3 to Xero
Experience the simplicity and efficiency of Xero’s cloud accounting with Switch My Books’s expert migration services. We ensure a fast, accurate, and hassle-free transfer tailored for growing businesses worldwide. Get your free consultation and quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Sage X3 to Xero is quick and accurate, with minimal disruption.
Planning
We review your Sage X3 setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Sage X3.
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from Sage X3 to Xero
Simpler Accounting
Xero’s intuitive platform simplifies everyday accounting tasks, offering a more user-friendly experience compared to Sage X3’s complex ERP environment.
Cost Savings
With flexible and affordable subscription plans, Xero provides a cost-effective solution tailored for small to mid-sized businesses, reducing overall software expenses.
Real-Time Insights
Access up-to-the-minute financial reports and dynamic dashboards with Xero, providing faster visibility and decision-making compared to the typically longer processing times in Sage X3.
Global Scalability
Designed for international business, Xero offers robust multicurrency functionality and seamless integrations, facilitating smoother global expansion and operations.
Why More Businesses Are Choosing Xero over Sage X3
Xero provides a streamlined, cost-effective solution designed for small to medium-sized businesses, while Sage X3 is a powerful ERP system built for larger, more complex operations. Here’s how they compare across key features:
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Feature
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Xero
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Sage X3
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|---|---|---|
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Ease of Use
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User-friendly, intuitive interface
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Comprehensive but requires specialized training
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Pricing
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Affordable subscription plans for SMBs
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Higher upfront and ongoing costs for ERP capabilities
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Multicurrency Support
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Native, simple to configure
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Available, but setup can be complex
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Integrations
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Extensive ecosystem with 800+ apps including payment gateways and CRM tools
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Focused on ERP and industry-specific integrations
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Reporting
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Real-time, customizable financial reports
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Detailed, advanced reports with longer setup time
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Scalability
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Perfect for small businesses and scaling firms
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Designed for large enterprises with complex needs
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What's Included in Our Sage X3 to Xero Migration Services
We ensure a comprehensive and accurate transfer of your financial data, covering every critical component of your accounting system. Here’s what you can expect to be included in your migration:
Chart of Accounts
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Customers & Suppliers
All contact details, billing and shipping addresses, tax settings, and payment terms for your customers and vendors are securely transferred to maintain continuity in your business relationships.
Invoices & Bills
Historical and open sales invoices and purchase bills are migrated with full line-item details, dates, references, and tax information to keep your transactional records intact.
Payments & Credits
We carry over your full payment history, including applied and unapplied payments, customer credits, supplier refunds, and any outstanding balances.
Bank Transactions & Reconciliations
All historical bank transactions, including reconciled items and bank statement imports, are migrated to provide a clear and continuous audit trail.
Journals & Adjustments
We migrate your complete account structure, including account codes, names, types, and hierarchies—ensuring your financial framework remains consistent in the new system.
Payroll Data (if applicable)
Employee profiles, salary details, pay history, deductions, tax filings, and year-to-date payroll information are all securely imported to meet compliance and reporting needs.
Attachments & Notes (if supported)
Supporting documents such as receipts, contracts, and internal notes attached to transactions or contacts are carried over to retain valuable context and history.
Free Checklist Download:
“How to Prepare for Your Software Migration”
Global Xero Migration Experts
Multicurrency Migrations
Accurate conversions for global transactions, supporting currencies like USD, EUR, GBP, and AUD.
Regional Compliance
Configuring tax settings (e.g., VAT, GST) to meet local regulations in the UK, Australia, and beyond.
Complex Setups
Handling multi-entity businesses, group structures, and custom workflows from Sage X3 .
With clients in the US, UK, Australia, and more, we’re your trusted partner for global Xero migrations.
Types of Businesses We Convert to Xero from Sage X3
While Sage X3 provides a powerful and comprehensive ERP solution, many businesses are opting for Xero’s user-friendly and cost-effective accounting platform. Here’s a comparison by business type:
Small Businesses
SMEs looking to simplify their accounting processes and reduce overhead without sacrificing essential features.
E-commerce
Online retailers looking for a simpler, scalable accounting solution with integrated inventory management and multicurrency capabilities to support growing global sales.
Professional Services
Consultants, agencies, and service providers aiming for efficient invoicing, time tracking, and financial reporting.
Manufacturing
Companies seeking to streamline operations by transitioning from complex ERP modules to a more intuitive accounting system.
Why Businesses Trust Move My Data
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Move My Data offers expert migration services tailored to your business’s needs, ensuring a seamless transition with minimal disruption. Here’s why businesses rely on us for their software migration:
Certified Advisors
Our certified specialists ensure smooth, expert-led migrations with maximum efficiency.
100% Data Accuracy Guarantee
We ensure every figure is transferred correctly, or we make it right.
Secure & Compliant Transfer
Our processes comply with GDPR and SOC 2 standards, protecting your sensitive data.
Fast Turnaround Time
Most migrations are completed within 1-3 business days to minimize operational disruption.
Custom Mapping
We tailor migrations to fit your unique data structures and custom fields
Dedicated Support
Our experts guide you every step of the way, from assessment to post-migration verification.
Ready to Switch to Xero?
Don’t let complex ERP systems hold your business back. Transition from Sage X3 to Xero with our expert migration services. Contact us for a free consultation and discover how you can streamline your accounting while reducing costs and saving valuable time.
Request Your Free Quote
Frequently Asked Questions
Most migrations take 1-4 weeks, depending on data volume and complexity. We work quickly to minimize downtime and get you up and running.
Yes, we use secure, encrypted processes and comply with GDPR and SOC 2 standards to protect your data.
Absolutely. We specialize in multicurrency migrations, ensuring accurate currency conversions and compliance with global regulations.
We provide tailored Xero training and ongoing support to help your team master the platform and integrate add-ons.
Yes, we transfer historical transactions, financial records, and other data, ensuring a complete and accurate migration.
Seamlessly Transition to Xero with Expert Assistance
Our Xero Migration Services are designed to simplify the process of switching to Xero, ensuring that your financial data is accurately transferred, securely managed, and fully operational. Whether you are migrating from legacy software, cloud-based platforms, or custom accounting solutions, our team of experts ensures a smooth transition tailored to your unique business needs. Below is a list of migration services we offer:
Let us handle your Xero migration and take the stress out of switching platforms. Reach out today to get started!