Move from Sage 300 to Xero with Confidence
Upgrade to Xero’s modern, cloud-based accounting platform with Switch My Books’ expert migration services. Accurate, efficient, and tailored for growing businesses. Request your free quote today!
Steps
Our Migration Process
Our smart, modern approach ensures your move from Sage 300 to Xero is quick and accurate, with minimal disruption.
Planning
We review your Sage 300 setup and business needs to create a custom migration plan.
Data Extraction
We securely pull your data, including accounts, transactions, and contacts, from Sage 300 .
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 300 to Xero
Simpler Accounting
Xero offers a streamlined, intuitive platform—no more outdated desktop software or complex on-premise setups.
Cost Savings
Enjoy Xero’s cost-effective subscription pricing and eliminate expensive upgrades and maintenance fees tied to Sage 300.
Real-Time Insights
Access live dashboards, instant financial reports, and seamless collaboration with your team and advisors—anytime, anywhere.
Global Scalability
Connect Xero with over 800 apps like Shopify, HubSpot, and Stripe to streamline operations and scale effortlessly.
Why More Businesses Are Moving from Sage 300 to Xero
Xero replaces the legacy complexity of Sage 300 with a flexible, cloud-first platform built for modern businesses.
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Feature
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Xero
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Sage 300
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Ease of Use
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User-friendly, cloud-based
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Complex, desktop-based interface
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Pricing
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Simple, affordable pricing
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High licensing and maintenance costs
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Multicurrency Support
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Built-in, real-time updates
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Available, but complex to manage
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Integrations
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800+ business apps
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Limited third-party integrations
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Reporting
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Instant, customizable reports
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Detailed but requires manual setup
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Scalability
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Ideal for growing small to mid-sized businesses
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Designed for mid-market to large organizations
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What's Included in OurSage 300 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 Switch My Books, 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 Sage 300.
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 300
Xero provides a modern, cloud-based alternative to the traditional, on-premise structure of Sage 300. Here’s how businesses benefit from making the switch:
Small Businesses
Companies looking for a more agile, user-friendly, and cost-effective accounting platform.
E-commerce
Online sellers seeking seamless integration with payment gateways, inventory tracking, and real-time financial data.
Professional Services
Consulting firms, agencies, and service providers aiming for simplified billing, project tracking, and financial reporting.
Manufacturing
Businesses moving away from Sage 300’s legacy systems to a more intuitive, cloud-based solution for inventory, purchasing, and financial management.
Why Businesses Trust Switch My Books
When it comes to migrating your accounting software, you need a trusted partner who guarantees accuracy, security, and efficiency. Switch My Books 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 Sage 300’s complexity hold you back. Switch to Xero with the help of Switch My Books’s expert team. We handle the migration you focus on growing your business.
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!