Please see below guidelines and process.

1. Export your client list via CSV or Excel. 

Two options to extract a client list to XERO

1. GUIDE for Predefined Format ( Note: Xero doesn't export with ABN and TFN by default.There is another way to export clients via Report Builder, refer to point #2)

2. Watch below video


Kindly, consider the important details ie: 

*It is a user's advantage to fill as much info as needed to avoid typing manually for each of your clients.


2. Once exported please give LodgeiT support a heads-up and will prepare a dropbox for you.

Please mention your/firm name and ABN.

Note, we also offer additional field that you may want to consider ie -

Click HERE to learn more about migration process.


Let us know if you need further assistance.


Related Article:

Dropbox Security