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# Exporting data from Xero & Migrating to COUNT

Exporting your data from Xero is a straightforward process that ensures a smooth transition to COUNT. Below is a step-by-step guide on how to export your Chart of Accounts, Contacts, Products and Services, and Historical Transactions from Xero.

${youtube}[Exporting data from Xero & Migrating to COUNT](MwJKSXdEvaU)

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**1. Exporting the Chart of Accounts**

Your Chart of Accounts is essential for organizing your financial data. To export it from Xero:

1. Log in to your Xero account.
2. Navigate to the **Accounting** menu and select **Advanced**.
3. Click on **Chart of accounts**.
4. Click the **Export** button.

This will download your Chart of Accounts as a CSV file, which you can then import into COUNT. Learn more at [Xero Central](https://central.xero.com/s/article/Export-or-print-your-chart-of-accounts?utm_source=chatgpt.com)

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**2. Exporting Contacts**

To export your contacts, including customers, employees, and suppliers:

1. In the **Contacts** menu, select the group of contacts you want to export. For example, to export all contacts, select **All contacts**.
2. Click on the **Export** button.

This will download a CSV file containing your selected contacts. Learn more at [Xero Central](https://central.xero.com/s/article/Export-contacts-out-of-Xero?utm_source=chatgpt.com)

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**3. Exporting Products and Services**

To export your inventory items:

1. In the **Business** menu, select **Products and services**.
2. Click on the **Export** button.

This will download a CSV file of your products and services.

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**4. Exporting Historical Transactions**

To export your historical transactions:

1. In the **Accounting** menu, select **Reports**.
2. Find and open the **Account Transactions** report.
3. Customize the report as needed to include the desired date range and accounts.
4. Click the **Export** button and choose your preferred format (e.g., CSV).

This will download a file containing your historical transaction data. Learn more at [Xero Central](https://central.xero.com/s/article/Account-Transactions-report-New?utm_source=chatgpt.com)

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Once you have these CSV files, you can proceed to import them into COUNT. For detailed instructions on setting up COUNT with your exported data, please refer to this guide: [Setting Up COUNT with the Launchpad: A Step-by-Step Guide](https://support.getcount.com/en/article/setting-up-count-with-the-launchpad-a-step-by-step-guide-ietmf4/)

By following these steps, you can ensure a seamless migration of your financial data from Xero to COUNT.

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# Exporting Additional Data from Xero

In addition to exporting your Chart of Accounts, Contacts, Products & Services, and Historical Transactions, you'll also need to export your **Invoices**, **Bills**, and **Trial Balance** before migrating to COUNT.

### Export Trial Balance

The Trial Balance provides a snapshot of your account balances and is useful for verifying your financial data after migration.
1. Go to **Reporting**.
2. Select **All reports**.
3. Search for **Trial Balance** and open the report.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/trial-balance-i-xero-export_1dl5jyn.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/trial-balance-xero-export_wxn83b.png)

4. Review the report date and make any adjustments if needed.
5. Click **Export** in the bottom-right corner.
6. Choose your preferred format (Excel or PDF) and save the file.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/trial-balance-iii-xero-export_1nu5bm3.png)

### Export Invoices (Sales)

1. In Xero, navigate to **Sales → Invoices**.
2. Click **Export** in the top-right corner.
3. Select the export format (CSV is recommended).
4. Save the exported file to your computer.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/sales-xero-export_197wzpj.png)

| **ProTip:** As part of the migration process, you only need to import **open (unpaid) invoices** as of your migration cut-over date. The total outstanding balance of these invoices should match the Accounts Receivable balance shown in your Trial Balance.

### Export Bills (Purchases)

1. Go to **Purchases → Bills**.
2. Click the **⋮ (More)** menu in the upper-right corner.
3. Select **Export bills**.
4. Save the exported CSV file.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/bills-xero-export_xka2zs.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/bills-xero-ii-export_kvmz6i.png)

| **ProTip:** As part of the migration process, you only need to import **open (unpaid) bills** as of your migration cut-over date. The total outstanding balance of these bills should match the Accounts Payable balance shown in your Trial Balance.