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.