Database Split/Separation for XPM

Welcome and thanks for your Xero Practice Manager enquiry.

This web form is for practices who require their existing XPM data to be split & imported into a new XPM account. This includes removing the departing data from the existing account. If this isn't what you're after please go back to our site to view our other XPM services.

Right! For those who are ready to get the ball rolling;

We know practices operate differently and have various needs when splitting / separating out databases. So before getting in touch with you we'd like to ask some brief questions to help assess your requirements further.

At the end of this form you will find a complimentary online meeting link so we can make an introduction, discuss your options and how to get started (100% obligation free).

Business legal name - for the new (departing) business

Billing Preference / Ownership*

Your first name

Your last name

Your email

City

Country

Xero Account Manager*

XPM data needing to be migrated (select multiple)*

Approx no. of staff profiles needing to be migrated & archived from the existing XPM account

Approx no. of clients (total) needing to be migrated & archived from the existing XPM account

Approx no. of jobs to migrate from the existing XPM account*

Report Builder (custom report) requirements needed for the new XPM account*

When do you wish to have this completed by (target)*