Moving your business from MYOB to Xero while using Weel is straightforward – it just takes a bit of planning to ensure everything is set up correctly! The checklist below will help you make the switch smoothly.
Before the Migration - best practice
Choose a migration date
Set a specific day for the migration to ensure a clean cut-off between MYOB and Xero data.Complete & reconcile outstanding expense reports
Try to ensure that all outstanding expenses in Weel that are linked to MYOB are submitted and reconciled by the migration date. This prevents incomplete data from being left behind.Operate with a “clean cut” approach
Keep all pre-migration expense activity in MYOB and all new transactions in Xero from the set migration date. This keeps reporting consistent.
Important: Historical Weel transactions will not be exported into your new accounting software after the rollover to the new integration. Only transactions made after the successful integration will automatically export to your new system.
During the Migration
Disconnect MYOB from Weel
Click the Cog in the top right-hand corner of Weel > Settings > Integrations > Disconnect.
>> Please reach out to Weel support help@letsweel.com to confirm that the integration has successfully disconnected.
Connect Weel to Xero
Under Integrations, connect Weel to your new Xero account.
Remap your Chart of Accounts
Xero’s General Ledger (GL) codes will automatically sync into Weel. You’ll need to remap your existing Weel expense categories to the new Xero Chart of Accounts.Review and clean up custom fields
Custom fields in Weel sync directly from Xero. Any MYOB-specific fields will no longer apply, so make sure they are removed or adjusted.Check bank feeds in Xero
Unlike MYOB, Xero creates a Weel bank feed automatically. After migration, make sure your Xero bank feed is active.Validate coding and approvals
Test a few transactions to confirm that expense categories and custom fields flow correctly from Weel into Xero.
Key differences between the MYOB & Xero Integrations
Bank feeds are automatically created
Reimbursements and Accounts Payable transactions are exported to Xero (not available in MYOB).
Suppliers can be imported from Xero.
There are different transaction statuses
- Waiting to Export: the transaction will export into Xero once it has cleared
- Unreconciled: the transaction has exported into Xero and can be reconciled
- Reconciled: the transaction has been reconciled in Xero
- Export Error: the transaction has been unable to export into Xero and needs attention