1. Upload
Send the exported files through your private request.
Bring your existing business with you
Upgrade without starting again.
Move your existing customers, invoices, suppliers, products, stock, expenses, staff, bank history and opening balances with guided human support.
Start My MoveTell us where your data comes from.
Choose the system you use now to see the files that normally provide the cleanest handover.
Exporting from Xero
- 1Export contacts and suppliers to CSV.
- 2Export invoices and bills with their line details.
- 3Export the trial balance and bank transaction history for the handover date.
Menu names can vary by plan and version. If your screen looks different, send what you can and tell us what is missing.
A controlled move
You stay in control at every step.
2. Review
The migration team checks the files and asks for anything missing.
3. Verify
OneBill compares supplied data with the destination and explains mismatches.
4. Approve
You review the result before anything is imported.
5. Go live
Approved data is imported into the business that requested help.
What can move
Bring the operational history that gives your business context.
- Clients and suppliers
- Quotes and invoices
- Products and services
- Stock
- Expenses
- Staff
- Bank history
- Opening balances
A real person can help you move.
If your exports are incomplete or your figures do not match, the migration team can request what is missing and explain every difference.