What comes over
| Data | What imports |
|---|---|
| Chart of Accounts | All accounts with hierarchy intact |
| Contacts | Customers and suppliers with full details |
| Invoices | Draft, sent, and paid invoices |
| Bills | Draft, awaiting payment, and paid bills |
| Bank transactions | Reconciled transactions with categories |
| Manual journals | All your journal entries |
| Products | Tracked and untracked items |
| Tax rates | Your tax configurations |
This is a one-time migration. After importing, Pluvel becomes your system of record. Future changes in Xero won’t sync.
Before you connect
Make the migration smoother with a bit of prep:- Finish pending reconciliations — Unreconciled items can cause balance mismatches
- Export comparison reports — Run your P&L and Balance Sheet so you can verify after import
- Check your permissions — You need Advisor or Standard user access in Xero
- Know your organization — Which Xero org are you migrating?
Connect Xero
Start the connection
Go to Settings → Integrations, find Xero in the Accounting section, and click Connect.
Sign into Xero
You’ll be redirected to Xero. Log in with your credentials. If you manage multiple organizations, select the one you want to migrate.
Review account mapping
Check how Xero accounts map to Pluvel. Most map automatically — adjust any that need different treatment.
How accounts map
Your Xero account classes translate to Pluvel:| Xero class | Pluvel type |
|---|---|
| ASSET | Assets |
| BANK | Assets - Cash and Bank |
| CURRENT | Assets - Current Assets |
| FIXED | Assets - Fixed Assets |
| LIABILITY | Liabilities |
| CURRLIAB | Liabilities - Current |
| TERMLIAB | Liabilities - Long-Term |
| EQUITY | Equity |
| REVENUE | Revenue |
| DIRECTCOSTS | Expenses - COGS |
| EXPENSE | Expenses |
| OVERHEADS | Expenses - Operating |
Xero features that need attention
Tracking categories
Your Xero tracking categories import as cost centers or departments. You can use them the same way for segmented reporting.Multi-currency
If you use multiple currencies in Xero, transactions import in their original currency. Set up the same currencies in Pluvel before importing so everything maps correctly.Repeating invoices and bills
Repeating transactions don’t automatically import. You’ll need to recreate them in Pluvel — about 2 minutes each.Projects
Xero Projects data imports as job/project tags on transactions. The structure is preserved.Payroll
Xero Payroll data doesn’t migrate. Set up employees fresh in Pluvel Payroll, or use our Gusto/ADP import if you’re moving from those systems.How long it takes
| Company size | Typical duration |
|---|---|
| Small (under 1,000 transactions) | 5-10 minutes |
| Medium (1,000-10,000 transactions) | 15-30 minutes |
| Large (10,000+ transactions) | 1-2 hours |
Verify your import
After importing, make sure everything came through:Common issues
Authorization failed
Authorization failed
Organization doesn't appear
Organization doesn't appear
Only organizations you have access to show up. Check your Xero user permissions if one is missing.
Missing transactions
Missing transactions
We import transactions from the start of your current fiscal year. Earlier transactions become opening balances.
Tax rates look wrong
Tax rates look wrong
Tax rates import, but you should verify them. Go to Settings → Tax to confirm your configuration.
Where are my bank feeds?
Where are my bank feeds?
Xero bank feeds don’t transfer — they’re tied to your Xero account. Connect your banks to Pluvel directly via Plaid or our direct integrations.
After migration
Once everything checks out:- Connect your bank accounts — Set up Plaid connections so transactions flow into Pluvel
- Verify settings — Check tax rates, fiscal year, and other settings
- Test the workflow — Create a test invoice and bill to make sure everything works
- Keep Xero active for a month — In case you need to reference anything
Xero Practice Manager
If you use Xero Practice Manager (XPM), that data doesn’t import. XPM is a separate product for accounting firms and isn’t part of this migration.Explore Pluvel accounting
Learn how to manage your accounts in Pluvel.