Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Data Migration from Xero
Small and medium business | Business Central, N...
Answered

Data Migration from Xero

(2) ShareShare
ReportReport
Posted on by NR-13080357-0 48
I want to migrate from xero to business central. and i want all documents to upload in bc from 2017 onwards. can ido it with conf.package.
Categories:
Dynamics 365 Business Central
  • PhillipsB Profile Picture
    PhillipsB 90 on at
    Data Migration from Xero
    You can migrate data from Xero to Business Central, including documents from 2017 onwards, using a configuration package. However, for a more streamlined process, consider using a tool like Skyvia. It allows you to connect Xero and Business Central, map key data elements like accounts, customers, vendors, and transactions, and automate the migration with ease.
  • Verified answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,300 Super User 2025 Season 1 on at
    Data Migration from Xero
    Hello,

    you can import documents with configuration packages but you will need to be very careful with fields that you will include in your package. 
    Make it simple, populate fields that will be populated when you creating documents manually. Create one document and see which fields are populated in the tables so you can make package based on that records. Keep in mind that every header record need to have a certain related number of line records.
     
    If you are really not in need due to the law, then my advice is to start with the opening balance from this year. A fresh new beginning.
    You will need a lot of patience for that.
    Wish you all the luck.
     
    Greetings
  • Suggested answer
    Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 17,784 Most Valuable Professional on at
    Data Migration from Xero

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,283 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,025 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans