Move from Sage 200 to Xero with Confidence
Switch to Xero’s modern, cloud-based accounting platform with the help of Switch My Books the experts in seamless accounting migration. Fast, accurate, and tailored for growing businesses. Get your free quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Sage 200 to Xero is quick and accurate, with minimal disruption.
Planning
We review your Sage 200 setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Sage 200.
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 200 to Xero
Simpler Accounting
Xero’s intuitive cloud interface makes daily financial tasks easier and more efficient than Sage 200’s desktop-based processes.
Cost Savings
Say goodbye to high licensing and maintenance fees. Xero offers affordable, transparent pricing for small and mid-sized businesses.
Real-Time Insights
Access live financial data, reports, and dashboards anytime, from anywhere — a big step up from Sage 200’s slower, on-premise reporting.
Global Scalability
Xero’s built-in multicurrency support and 800+ integrations enable easy expansion into new markets and tools.
Why Businesses Are Switching from Sage 200 to Xero
Xero provides a powerful, cloud-first alternative to Sage 200’s traditional, desktop-heavy system. Here’s how they compare:
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Feature
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Xero
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Sage 200
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|---|---|---|
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Ease of Use
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Simple, modern cloud interface
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Traditional, desktop-focused UI
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Pricing
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Low monthly plans for SMBs
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Higher license and support costs
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Multicurrency Support
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Included with Xero Premium
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Available, but with added cost/setup
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Integrations
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800+ apps (e.g., Shopify, HubSpot)
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Limited third-party integrations
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Reporting
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Real-time, visual dashboards
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Slower, less flexible reporting
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Scalability
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Access from anywhere, anytime
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Requires desktop or VPN access
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What's Included in Our Sage 200 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 200.
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 200
Xero provides a modern, cloud-based alternative to the more traditional and often complex Sage 200 system. Discover how Xero can better support your business needs:
Small Businesses
SMEs looking for a more intuitive and cost-effective accounting platform without the overhead of Sage 200’s complexity.
E-commerce
Online sellers requiring seamless integration with payment platforms, inventory tracking, and multicurrency support.
Professional Services
Consultants, agencies, and service-based businesses seeking simpler project tracking, invoicing, and client management.
Manufacturing
Manufacturers and distributors ready to streamline their operations with real-time data, automation, and easier financial reporting.
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 outdated systems hold your business back.
Make the switch from Sage 200 to Xero with expert support every step of the way.
Book your free consultation today and discover smarter accounting.
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!