Migrating from Xero

Moving from Xero to Marbles is a guided process. You start the migration in Claude with the Marbles MCP connected. Marbles then guides you through each step, tells you what it needs, and checks the final result against Xero.

If you also have the Xero MCP connector, Marbles can read the required information directly from Xero. If you do not, that is fine. Marbles will guide you through the Xero exports you need and where to upload or import them. Nothing in Xero is changed.

Contents
Start here Before you start Choosing a conversion date What happens during the migration What comes across What does not come across After the migration Moving from another system Roles and permissions

Start here

Open Claude with the Marbles MCP connected and ask:

"Help me migrate from Xero."

Marbles will first ask you to choose your conversion date - the last day you want your books kept in Xero. It will then guide you through the rest of the migration.

If Claude is not yet connected to Marbles, see Connecting Claude.

If you have the Xero MCP connected

Marbles can read the information it needs directly from Xero and guide you through the migration from there.

If you do not have the Xero MCP connected

Marbles will tell you exactly what to export from Xero, one step at a time. You do not need to work out which reports or files are required yourself.

Before you start

We recommend that you:

  • reconcile your bank and credit card accounts in Xero
  • review your outstanding invoices and bills
  • make sure your financial year and GST settings are correct
  • choose your conversion date

Choosing a conversion date

Your conversion date is the last day your books are kept in Xero. For example, if you choose 30 September, Xero covers everything up to 30 September and Marbles takes over from 1 October.

The end of your last BAS quarter or financial year is usually the simplest choice.

What happens during the migration

Marbles guides you through the process in order:

  1. Check your setup - financial year, GST settings and conversion date.
  2. Match your bank accounts - each Xero bank or credit card account is matched to Marbles.
  3. Bring across your accounting setup - chart of accounts, contacts and items.
  4. Set your opening balances - using your Xero Trial Balance at the conversion date.
  5. Bring across anything still outstanding - invoices, bills and credit notes.
  6. Bring across fixed assets - if you have them.
  7. Check everything against Xero - Marbles compares the final Trial Balance account by account.

If something needs your attention, Marbles tells you what to do before continuing.

What comes across

Marbles can migrate:

  • chart of accounts
  • customers and suppliers
  • items
  • opening balances
  • outstanding invoices and bills
  • outstanding credit notes
  • fixed assets

Whether Marbles reads this directly from Xero or uses exported files depends on whether you have the Xero MCP connected.

What does not come across

Records Details
Bank feeds These cannot be transferred from Xero. Connect your bank accounts directly to Marbles or use statement uploads. See Banking.
Full historical transactions Marbles establishes your opening position rather than recreating every old Xero transaction. Keep Xero available for historical detail.
Users and payroll Invite users separately in Marbles. Payroll is also set up separately. See Users and roles and Payroll.

After the migration

Once Marbles confirms that the balances agree with Xero, you can start using Marbles from the day after your conversion date.

Before switching over fully, check your:

Keep access to Xero until you are comfortable that everything has moved across correctly.

Moving from another system

If you are moving from MYOB, QuickBooks or another accounting system, Marbles can still guide you through establishing opening balances and bringing across anything outstanding at the conversion date. See Opening balances.

Roles and permissions

Role Migration access
Reader View the migrated records.
Advisor Everything a Reader can do, plus run the migration in Claude.
Administrator Everything an Advisor can do.