Xero migration
Overview
Section titled “Overview”Xero is a guided migration path during launch. Self-serve onboarding defaults to Plaid + eBay; use Xero migration when your team is moving from Xero with accountant review.
- Open Settings → Integrations → Xero migrate.
- Connect Xero with OAuth.
- Complete validation and mapping steps with your accountant.
- Execute migration during an agreed cutover window.
- Migration sessions track preview, validation, and execute phases.
- Sync activity for Xero appears under Integrations → Activity after jobs run.