Move from Xero
A Xero migration should preserve financial context while deciding which daily operations belong in Datrylo.
Reconcile currency and outstanding documents explicitly
Plan your move to Datrylo with clear data mapping, opening balances and historical records.
| Source / decision | Target treatment and accountable review |
|---|---|
| Contact / invoice X-01 | Keep the contact source ID,invoice number,date,currency and remaining amount;map the document or opening balance only after accountant review. |
| Currency / bank reconciliation | Illustrative100 USD invoice is not100 IQD. Preserve source rate/date and separately reconcile bank payments and outstanding tax items. |
| Trial / reconciliation | Illustrative trial:2 source customers →2 targets;opening receivables100,000 →90,000 leaves10,000 unresolved. Finance owner traces the missing reference before acceptance. |
| History / boundary | Retain original financial statements,invoice files and reconciliation history;external bank/feed integrations need separate availability and ownership confirmation. |
| Cutover / decision owner | Business owner holds cutover while10,000 is unresolved. Data owner dates the final export; finance signs balances; operations signs quantities. Agree transaction freeze,source-of-truth and reversal decisions before switching. |
Use this worksheet to organise your requirements, assign owners and plan the next steps.
Scope a representative case
Xero's export overview explains that organisation data may need exports from separate areas and reports. Identify contacts, invoices, bills, chart of accounts, balances and attachments, then map a small sample and maintain source IDs.
Integration scope
Reconcile finance totals under the local policy and test payments after cutover. Map your records, reconcile opening balances and rehearse the first working day before moving to Datrylo. The migration scope depends on your source system and customisations.
Before committing, record the exact source release or provider, data owner, security scope, exception path and accountable operator. Discuss the integration or migration.
Explore the connected workflow
Let's build your next way of working
Tell us what your business needs. Whether you are choosing applications, planning a move or looking for a custom solution, the Datrylo team can help you take the next step.