Streamline your accounting by switching from Epicor ERP to Xero with ease. Our expert migration services ensure a smooth, accurate transition—so you can focus on growing your business, not managing complex systems. Book your free consultation today and start saving time and money with Xero.
Transition from Epicor ERP to Xero
Experience the ease and efficiency of Xero’s cloud-based accounting with Switch My Books’s expert migration services. We ensure a smooth, accurate, and timely transfer of your financial data customized for businesses worldwide. Trust us to simplify your move and keep your accounting running flawlessly. Get your free migration quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Epicor ERP to Xero is quick and accurate, with minimal disruption.
01
Planning
We review your Epicor ERP setup and business needs to create a custom migration plan.
02
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Epicor ERP .
03
Mapping & Conversion
Your data is carefully mapped to Xero, preserving multicurrency and tax settings.
04
Import & Testing
We import your data to Xero, run thorough checks, and provide support to ensure everything works.
Benefits of Migrating from Epicor ERP to Xero
Simpler Accounting
Xero offers an intuitive, user-friendly interface that simplifies everyday accounting tasks, reducing the complexity often associated with Epicor ERP’s comprehensive system.
Cost Savings
With flexible and affordable pricing plans, Xero helps small to mid-sized businesses significantly lower their software expenses compared to the higher costs typically linked to Epicor ERP.
Real-Time Insights
Xero provides instant access to up-to-date financial reports and dashboards, enabling faster decision-making—whereas Epicor ERP’s reporting can be slower and more cumbersome.
Global Scalability
Designed for international business, Xero supports multiple currencies and integrates easily with global financial tools, facilitating smooth expansion and cross-border transactions beyond Epicor ERP’s capabilities.
Why More Businesses Are Choosing Xero over Epicor ERP
Xero provides a streamlined, cost-effective accounting solution tailored for small to mid-sized businesses, whereas Epicor ERP offers a comprehensive but complex enterprise resource planning system designed for larger organizations. Here’s how they compare:
|
Feature
|
Xero
|
Epicor ERP
|
|---|---|---|
|
Ease of Use
|
User-friendly, intuitive interface
|
Advanced functionality, steeper learning curve requiring training
|
|
Pricing
|
Affordable subscription plans for SMBs
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Higher upfront and ongoing costs reflecting full ERP capabilities
|
|
Multicurrency Support
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Native support with simple management
|
Available but often requires customization and setup
|
|
Integrations
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800+ apps including popular tools like Stripe and HubSpot
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Strong ERP-focused integrations, fewer third-party apps
|
|
Reporting
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Real-time, customizable financial reports
|
In-depth, detailed reporting with longer setup times
|
|
Scalability
|
Ideal for small and growing businesses
|
Designed for large enterprises with complex operational needs
|
What's Included in Our Epicor ERP 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
At Move My Data, we specialize in helping businesses worldwide switch to Xero. Our team excels in:
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 Epicor ERP.
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 Epicor ERP
Xero provides a user-friendly, cloud-based alternative to Epicor’s comprehensive but often overbuilt ERP solution. Discover which businesses benefit most from switching:
Small Businesses
SMBs outgrowing spreadsheets but not needing full-scale ERP functionality.
E-commerce
Online sellers seeking intuitive tools for inventory, sales tax, and multi-currency management.
Professional Services
Consultancies, agencies, and service providers needing straightforward project tracking and invoicing.
Manufacturing
Smaller manufacturers and distributors looking to simplify operations without sacrificing key features.
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.
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!