MIGRATION: How to export Lists data from Xero

Data RecData Rec Reckon Staff Posts: 807 ✭✭
edited February 17 in Accounts Business Range

 EXPORT LISTS DATA FROM XERO


1) Export the Xero Lists as plain-text CSV (Comma Separated Volume) files



 Export your chart of accounts



 Export Items

-          Be aware that Reckon One currently only supports the Product and Service item types

-          Inventory items will be entered as a Product item type

-          inventory quantity tracking is not yet available at this time

 Export contacts

-          Ensure that each export file is clearly labeled

-          Perform a separate export for Customers

-          Perform a separate export for Suppliers

-          Perform a separate export for Employees

 

2) Locate your exported CSV files and provide it to us by clicking the link below 

Send us the export files.

MIGRATION: How to securely send a data file to the Reckon Migration Team

In the Short Note to Recipient field add the following:

Lists Conversion Request (Xero CSV)

Company Name: _______________________

Contact Name: _________________________

 

This will let us know that the file being submitted is assigned to your case and allow the conversion team to perform the analysis.

If you do not provide this information, it will result in delays processing your case.

 

Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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