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Migration

Settings → Accounting → Migration is the optional, read-only place to inspect status and your Migration Certificate. You complete the move in Intelligence with the Migration specialist.

Start here

  1. Open Settings → Accounting → Migration, or continue the active Migration conversation in Intelligence.
  2. Answer one question at a time in your own words. Drop the requested Xero exports, or a ZIP, into the Intelligence composer.
  3. Approve the prepared opening position in that conversation. Rebased issues a Provisional Migration Certificate or Final Migration Certificate. See How Migration Works.

You do not need a date picker, upload form, or commit button on this page. The workspace is a quiet, read-only place to inspect status and your Migration Certificate.

After the books are live

Intelligence says the opening books are live and hands day-to-day setup to Onboarding:

  • Chart of Accounts — your imported accounts
  • Linked Accounts — core purposes remounted from that chart (confirm anything still open)
  • Opening Balances — conversion journal as at the day before cutover; do not re-enter by hand
  • Getting Started — branding, payments, bank connect, first invoice

Quotes, Invoices, Bills, and Bank unlock when those core linked accounts and item defaults are ready. Payroll-only accounts are not required for that.

If you received a Provisional Migration Certificate, keep using Rebased. When your accountant finishes the source year, drop the updated Xero reports into Intelligence. The first drop is held for comparison only and does not change your books. Rebased compares what changed, asks for approval only if a ledger adjustment is needed, and can then issue a Final Migration Certificate. If nothing changed, that certificate issues without posting an adjustment.

Last updated: 22 August 2026

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