Xero
How it works
Hurdlr's Xero Import UX and API make it easy to seamlessly migrate small businesses from Xero to your accounting platform.
Export reports from Xero
Hurdlr's Import tool ingests a few reports exported from your user's Xero account:
a) Chart of Accounts
b) Journal
c) Beginning Balance Sheet
d) Ending Balance Sheet
e) Ending Profit & Loss
Run the import
During the import, Hurdlr intelligently maps the user's old Chart of Accounts to your customized Chart of Accounts. Hurdlr's Import UX makes it simple to make any adjustments to this mapping inline or to add new accounts for use during the import process.
Verify the import
Lastly, Hurdlr's Import UX generates comparative verification reports at the end of the import to prove the success of the migration. The following reports are generated:
a) A comparison of the ending Balance Sheet from Xero and that from Hurdlr
b) A comparison of the ending Profit & Loss from Xero and that from Hurdlr
The Hurdlr API combines the corresponding reports from Xero and the Hurdlr API, presenting the user's successful import in their newly migrated account.
Programmatic imports (for large batches of migrations)
When moving an entire user base from Xero onto Hurdlr, it is much more efficient to import your users' data programmatically. You can kick off the import directly from Xero to Hurdlr with a single API request. The Hurdlr API will alert you via a Lifecycle Event Webhook as soon as the import is completed, at which point the Hurdlr API makes the comparative verification reports available via API.
Updated 2 months ago