Epicor to Xero Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from Epicor into Xero through our Epicor to Xero conversion service. Every figure is reconciled against the original file and verified before go-live, and the work is performed by qualified accountants.
Complimentary file review · Fixed-price quote within 24 hours · Atlanta-based ProAdvisors
Epicor specifics
The manufacturing layer is what needs planning
Epicor is a manufacturing ERP, and the migration reflects that. The financial core — chart of accounts, customers, vendors, inventory items, account balances and transactions — maps into Xero, but Epicor’s manufacturing layer does not: bills of materials (BOM), lot/serial tracking, and work-order and supply-chain workflows have no one-to-one equivalent in Xero and are rebuilt with items, assemblies and add-ons or kept in a dedicated shop-floor system.
Epicor’s complex, dimensioned chart of accounts also needs re-mapping to Xero accounts and classes, and ERP audit history generally cannot be recreated. We scope what stays operational versus what moves to the books, map the GL and inventory, bring the agreed transaction history, and reconcile to your Epicor trial balance and open AR/AP before go-live.
Other Epicor migration paths
Moving Epicor to a different system?
We run this conversion to all three destinations. If Epicor is heading somewhere other than Xero, these pages cover what changes in the mapping and what carries across:
Epicor → Xero
A managed conversion from Epicor to Xero
Epicor is a manufacturing and distribution ERP system. In practice, migrating those records to Xero is a complete rebuild of the accounting file rather than a simple export. Low-cost import utilities frequently consolidate historical transactions into summary totals, lose the reconciliation status of bank accounts, and post entries to the wrong ledgers, and these issues commonly remain hidden until a month-end close or an audit. Numerawise Solutions manages the entire Epicor to Xero conversion and reconciles every balance against your original Epicor file before you begin operating in the new system.
Numerawise Solutions is an Atlanta-based practice of Intuit ProAdvisors and experienced bookkeepers who work across both Xero and QuickBooks, with more than 200 completed conversions. The fee is fixed and agreed before the engagement begins, and your information remains confidential throughout.
Reasons to switch
Why move from Epicor to Xero
Organizations typically leave ERP systems like Epicor when your accounting needs have simplified and you want lighter, cloud-first books. Within Xero, you gain:
- Substantially lower cost and complexity than an ERP system
- A faster and more straightforward month-end close
- Accounts that non-specialist staff can operate confidently
- Access to an extensive marketplace of integrated applications
- Per-organization pricing in place of per-seat ERP licensing
Scope of the migration
What we migrate from Epicor
A conversion is complete only when the entire file has transferred accurately. Our Epicor to Xero migration therefore covers the following:
- The chart of accounts, mapped to Xero
- Historical transactions, including invoices, bills, payments, and journals
- Opening balances and the trial balance
- Bank and credit-card accounts, with reconciliation status preserved
- Customer and supplier records
- Inventory and service items
- Sales tax codes and rates
- Open receivables and payables, with aged balances retained
- Supporting attachments, where both systems permit
- Payroll history, with the appropriate treatment agreed during scoping
Our process
How we convert Epicor to Xero
Assessment
We review the existing Epicor file, evaluate the condition of the data, and establish your requirements and timeline.
Mapping
The chart of accounts, tax codes, and master records are aligned with the structure of Xero.
Migration
The data is transferred through a controlled process and verified at each stage.
Reconciliation
We reconcile the trial balance, receivables, payables, and bank balances against the original Epicor file.
Review
You review the converted Xero file and confirm its accuracy, and any discrepancies are corrected.
Completion & support
We support your team through the transition to Xero and remain available for questions afterward.
Why Numerawise
Why organizations choose us for their Epicor migration
Qualified accountants
Your records are handled by Intuit ProAdvisors (Gold tier) and experienced bookkeepers who understand the accounting behind the migration, not only the software.
Verified against your Epicor file
A conversion is not considered complete until the trial balance and the primary reports agree with your original records.
Fixed, agreed pricing
The fee is confirmed before the engagement begins. There is no hourly billing.
Confidential throughout
Your information is handled securely and accessed only by the personnel assigned to your conversion. Ongoing bookkeeping is also available.
Who performs the work
Led by an Intuit ProAdvisor
Ram — Founder & Principal
Ram is the founder of Numerawise Solutions in Atlanta. An Intuit ProAdvisor (Gold tier) and a former Intuit Technical Support engineer, he has personally led more than 200 accounting-software conversions, including Epicor, Xero, and QuickBooks engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
Epicor to Xero conversion FAQs
How long does a Epicor to Xero conversion take?
Most Epicor to Xero conversions are completed within a few business days to two weeks, depending on the size of the file, the volume of historical data, and the condition of the records. A timeline is provided once we have reviewed your Epicor file.
Will any history be lost when moving from Epicor to Xero?
No. Preserving the complete transaction history is the central purpose of a managed conversion. Where an item must be brought across as a balance rather than in full detail, we identify and explain it in advance.
Is there an automated tool to move Epicor into Xero?
Automated tools can transfer raw data, but they cannot confirm whether the result is correct. We use professional migration tools where they are appropriate and then reconcile the Xero file against your Epicor reports manually.
Can the switch from Epicor be made partway through a tax year?
Yes. A mid-year transition is straightforward, provided the balances are reconciled and the cut-over date is selected carefully, so that the figures before and after the change reconcile and the year-end remains intact.
Is my data secure during the migration?
Yes. Files are handled under strict confidentiality and appropriate data-handling practices from transfer through to completion, and access is limited to the personnel assigned to your conversion.
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Ready to move from Epicor to Xero?
Provide a few details and we will email a fixed-price quote within one business day, with your Epicor history reconciled into a clean Xero file.