Three key tips on migrating clients to Xero Payroll


What if I told you that migrating to Xero Payroll has just been made easier with the support of a new guide including many additional key tips from our amazing UK payroll team.   

I’ve been working in the Xero Partner consulting team since October last year. Prior to landing my dream job with Xero I worked with a few different accountancy practices, from those just starting out with Xero to those much further along on their cloud accountancy journey. This has given me a huge passion to ensure the process for migrating to Xero for payroll is as smooth as possible. Here I share three of my key tips to help you get started with converting a client’s payroll over to Xero Payroll. 

  1. To start the best payroll migration journey we would highly recommend that you complete the Xero payroll certification. This gives you a great insight into the entire process from setup all the way through to processing your payrun. You can use your free practice organisation to give what you’ve learned a go.
  2. Year end is a great time for converting payroll, however you can migrate all year round using our helpful guides in our Payroll Learning Centre.
  3. Once you are ready to migrate your data, we have popped together a checklist including top tips to guide you through the conversion process with ease.

Take a look at our guide to Converting to Xero Payroll guide to help you get started. You can also reach out to your account manager, partner consultant or partnerservices@xero.com  if you have any questions to make sure you have a full understanding and that it’s the best fit for your practice.

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