Migrating from your Xero integration to a new Xero account.

Migrating from your Xero integration to a new Xero account.


In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of one instance of Xero to another instance of Xero. The cost of migration from one accounting software integrated with Loft to another is $500 USD.  Please be sure to follow all of the instructions. If you don't wish to complete the prep prior to the migration date just give support a heads up and we'll assist at $75USD/hour.


Important - Please read before you proceed!

DO NOT disconnect your current Connection to Xero

DO NOT cancel your current Xero Account until AFTER the migration occurs.

Because your current Xero instance will be removed as your accounting integration in Loft, that connection to Xero will be broken and essentially gone, like a closed road, this means ALL transactions prior to your migration can not be pulled back out of Xero, therefore, the following actions can not be done for all deals paid out before the migration:

  • Changes or corrections to deals

  • Removing transactions


It's important to know this because if you're planning on switching to Xero for a certain date, you will need to make sure all your deals are correct in Loft and if not, make any corrections to those deals before your migration date.  Also, any deals prior to migration can not be batched to the new instance of Xero.

Subscribe to your new version of Xero

Your account must be Standard or Growing subscription level.


Preparation tasks

In Xero

  • Ensure G/L numbers are turned on

  • Identify whether you are using Class or Location (one must be turned on)

  • Confirm your Office(s) is set up in your Settings/Tracking (Tracking catories) You can view your offices on your Brokerage page, make sure they're spelled exactly alike in Xero and Loft.

  • Ensure your current G/L Bank accounts, Mapping accounts & G/Ls used in Deduction Templates are set up in Xero so that we can map from the current G/L account to your new instance of Xero's GL Save time - export current COA / GL  

  • If applicable, Tax accounts must be set up (CDN clients only)

Things to note

Don't load your agent list into your new instance of Xero, the first Loft47>Xero Sync will load the agents because after the migration, the new sync will push those contacts to your new Xero.

Invite Loft

Once everything on this list has been completed, invite lofttechnologies@loft47.com as an Advisor. This is the trigger for us to schedule development to run the accounting conversion.  Please note the migration can take up anywhere from 24 to 48 hours after being scheduled.




    • Related Articles

    • QuickBooks Online Integration to Xero migration - Task list

      In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Mid Migration Steps !!Important Message!! QuickBooks Online >> QuickBooks Online Migration You can migrate to either Xero ...
    • Xero to QuickBooks Online Integration migration - Task list

      In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Mid Migration Steps Important - Please read before you proceed! Xero >> Xero Migration You can migrate to either ...
    • Migrating from 1 instance of QuickBooks Online to a new instance of QuickBooks Online

      In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of one instance of Quickbooks Online to another instance of QuickBooks Online. The cost of migration from one accounting software integrated with ...
    • Setup a Xero account

      In Article Navigation can be found to the right of this article or via the buttons below Sign up Financial Settings Add Chart of Accounts Add Office Setup Taxes Invite Loft Settings/Mapping Sign up for Xero Navigate to ...
    • What accounting Software to integrate with? Xero VS QuickBooks Online Integration

      In Article Navigation can be found to the right of this article or via the buttons below Pricing Contact Syncing Searching Transactions Auto Matching Transactions Sales Tax Posting Cheque/Check Customization Additional Training We integrate with both ...