> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Exporting data from Xero & Migrating to COUNT Exporting your data from Xero is a straightforward process that ensures a smooth transition to COUNT. Below is a step-by-step guide on how to export your Chart of Accounts, Contacts, Products and Services, and Historical Transactions from Xero. ${frame}[](https://www.youtube.com/embed/MwJKSXdEvaU?rel=0) --- ****1. Exporting the Chart of Accounts**** Your Chart of Accounts is essential for organizing your financial data. To export it from Xero: 1. Log in to your Xero account. 2. Navigate to the ****Accounting**** menu and select ****Advanced****. 3. Click on ****Chart of accounts****. 4. Click the ****Export**** button. This will download your Chart of Accounts as a CSV file, which you can then import into COUNT. Learn more at [Xero Central](https://central.xero.com/s/article/Export-or-print-your-chart-of-accounts?utm_source=chatgpt.com) --- ****2. Exporting Contacts**** To export your contacts, including customers, employees, and suppliers: 1. In the ****Contacts**** menu, select the group of contacts you want to export. For example, to export all contacts, select ****All contacts****. 2. Click on the ****Export**** button. This will download a CSV file containing your selected contacts. Learn more at [Xero Central](https://central.xero.com/s/article/Export-contacts-out-of-Xero?utm_source=chatgpt.com) --- ****3. Exporting Products and Services**** To export your inventory items: 1. In the ****Business**** menu, select ****Products and services****. 2. Click on the ****Export**** button. This will download a CSV file of your products and services. --- ****4. Exporting Historical Transactions**** To export your historical transactions: 1. In the ****Accounting**** menu, select ****Reports****. 2. Find and open the ****Account Transactions**** report. 3. Customize the report as needed to include the desired date range and accounts. 4. Click the ****Export**** button and choose your preferred format (e.g., CSV). This will download a file containing your historical transaction data. Learn more at [Xero Central](https://central.xero.com/s/article/Account-Transactions-report-New?utm_source=chatgpt.com) --- Once you have these CSV files, you can proceed to import them into COUNT. For detailed instructions on setting up COUNT with your exported data, please refer to this guide: [Setting Up COUNT with the Launchpad: A Step-by-Step Guide](https://support.getcount.com/en/article/setting-up-count-with-the-launchpad-a-step-by-step-guide-ietmf4/) By following these steps, you can ensure a seamless migration of your financial data from Xero to COUNT. --- # Exporting Additional Data from Xero In addition to exporting your Chart of Accounts, Contacts, Products & Services, and Historical Transactions, you'll also need to export your ****Invoices****, ****Bills****, and ****Trial Balance**** before migrating to COUNT. ### Export Trial Balance The Trial Balance provides a snapshot of your account balances and is useful for verifying your financial data after migration. 1. Go to ****Reporting****. 2. Select ****All reports****. 3. Search for ****Trial Balance**** and open the report. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/b/3/f2b390946ec7f80/ee7f3953-ad58-47f8-b7dc-c57cbe_1ykococ.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/8/f/c48f017097a6b000/c08227b1-d43e-4fc0-86d5-830506_1jbhryq.png) 4. Review the report date and make any adjustments if needed. 5. Click ****Export**** in the bottom-right corner. 6. Choose your preferred format (Excel or PDF) and save the file. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/2/c/2/d2c27555cc597000/1416f594-10fa-4364-83e3-d57612_6vjl4j.png) ### Export Invoices (Sales) 1. In Xero, navigate to ****Sales → Invoices****. 2. Click ****Export**** in the top-right corner. 3. Select the export format (CSV is recommended). 4. Save the exported file to your computer. ![](https://storage.crisp.chat/users/helpdesk/website/-/1/6/4/b/164b380603afe600/898d76b7-f73a-41c3-9dc3-5e5c33_4r1ceq.png) | ****ProTip:**** As part of the migration process, you only need to import ****open (unpaid) invoices**** as of your migration cut-over date. The total outstanding balance of these invoices should match the Accounts Receivable balance shown in your Trial Balance. ### Export Bills (Purchases) 1. Go to ****Purchases → Bills****. 2. Click the ****⋮ (More)**** menu in the upper-right corner. 3. Select ****Export bills****. 4. Save the exported CSV file. ![](https://storage.crisp.chat/users/helpdesk/website/-/c/e/a/1/cea12941e0012800/0395fe4e-24f7-4abc-8376-1985ff_1yfemom.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/4/4/e/d/44ed78ec76219000/339d5b1b-271c-4cf1-a100-954a78_v744mj.png) | ****ProTip:**** As part of the migration process, you only need to import ****open (unpaid) bills**** as of your migration cut-over date. The total outstanding balance of these bills should match the Accounts Payable balance shown in your Trial Balance.