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Migrating from MYOB to Xero with Weel

  • Updated

Switch your accounting integration from MYOB to Xero without losing transaction data, using the steps below alongside Understanding Your Accounting Export Sync Status.

Before you start

  • Choose a migration date for a clean cut-off between your MYOB and Xero data.
  • Clear, code, and approve any outstanding Weel expenses linked to MYOB before that date, so nothing incomplete is left behind.
  • Keep all pre-migration expense activity in MYOB, and route everything from your migration date onward through Xero for consistent reporting.

Important: Weel decides where a transaction exports by whichever accounting integration is connected once it clears and finishes its approval workflow, not by date. Anything still sitting as Coding Required, Waiting for Approval, or otherwise not yet cleared when you disconnect MYOB will export into Xero once it's ready, not MYOB, even if the spend happened before the migration. Anything already exported to MYOB never re-exports into Xero, so nothing duplicates. So the prep above matters: clear, code, and approve everything in MYOB before you disconnect, so pre-migration spend doesn't land in Xero's books.

Steps

  1. Disconnect MYOB from Weel. Click the Cog icon in the top right corner of Weel, choose Account settings, open the Integrations tab, and click Disconnect next to MYOB. Confirm in the dialog that appears, which warns that expense data will stop exporting to MYOB automatically and that you'll lose your Chart of Accounts mapping.
    • Disconnecting completes immediately and is confirmed in Weel: the integration disappears from the page right away, or you'll see an error message if it failed. Contact Weel support only if the Disconnect button doesn't respond, or MYOB is still listed after you refresh the page.
  1. Connect Weel to Xero. Under Integrations, click Connect next to Xero. Review the consent screen showing what Weel will access in your Xero organisation (contacts, organisation settings, file library, attachments, bank statements, business transactions, and reports), tick "I agree to Weel's terms," then complete Xero's own login and authorisation prompts.
  1. Remap your Chart of Accounts. Xero's Chart of Accounts (General Ledger codes) syncs into Weel automatically as expense categories, the same way MYOB's did. Your old category mappings won't carry over, since each mapping is tied to the specific integration it was created under. Map your Weel expense categories to Xero's Chart of Accounts from scratch.
  2. Review and clean up your custom fields. Weel handles custom fields differently under Xero than it did under MYOB, so check which of your existing fields still apply.
    • Under MYOB, custom fields you create in Weel sync into MYOB, and new MYOB job numbers sync back into Weel as a custom field. Under Xero, it mostly works the other way: imported Xero Tracking Categories sync into Weel automatically as custom fields and push your coded values back to Xero on export, but custom fields you create manually in Weel are never sent to Xero.
    • Disconnecting MYOB doesn't remove or disable MYOB-sourced custom fields, like MYOB Job Number, on its own. Go to Settings > Expense Fields and delete or archive anything MYOB-specific yourself.
    • Custom Fields is available on the Premium plan or higher. On a lower plan, Xero Tracking Categories won't sync as custom fields at all.
    • Weel automatically adds a "Not Applicable" option to every imported Xero Tracking Category. It comes back on every sync, even if you deselect it.
  3. Check your Xero bank feed. Unlike MYOB, which has no bank feed and posts each transaction straight into its bank register as a Spend Money entry instead, Xero uses a live bank feed (also available for NetSuite) that Weel creates automatically once you connect. Give it a day to appear, and check the Integrations page for a "Bank Feed Error" tag if it doesn't.
  4. Validate your coding and approvals. Test a few transactions to confirm expense categories and custom fields flow correctly from Weel into Xero.

What happens next

Xero adds an extra status: once a transaction exports, it shows Unreconciled until matched to the bank feed and reconciled in Xero, then Reconciled. Every other integration, including MYOB, shows that same state as Export complete, with no separate reconciliation step. On the Transactions page you'll see:

  • Pending export: exports automatically once the transaction clears.
  • Unreconciled (Xero only): exported, awaiting reconciliation in Xero.
  • Reconciled (Xero only): reconciled in Xero.
  • Export error: couldn't export; open the transaction for the exact cause.

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