FreeAgent-to-Xero Data Migration

I need every record that currently lives in my FreeAgent account moved safely into Xero. That includes invoices, expenses and the full bank-transaction history right back to day one, not just the current year.

Because the two systems label some fields differently, I’ll rely on your guidance about whether we can achieve this with standard mappings or if we should introduce a few custom rules to keep reporting in Xero identical to what I’m used to in FreeAgent. Please flag any fields that usually trip people up (references, tracking categories, VAT treatment, attachments, etc.) so we can decide together how best to handle them before the import.

Deliverables:
• Clean export from FreeAgent and converted files ready for Xero’s import tools
• Migration into my live Xero organisation with balances, dates, tax codes and contact details intact
• Post-migration check: trial balance, aged payables/receivables and bank reconciliation matching FreeAgent reports
• A brief note explaining any workaround or unmapped field so I have a clear audit trail

If you regularly use FreeAgent, Xero, CSV converters or a dedicated app like Movemybooks, mention it—you’ll get my immediate attention.