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.

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

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

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.

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

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

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

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.

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.

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.

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.

Updated on: 07/07/2026