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Once you’ve exported and prepared your data from your existing solution, it’s ready for importing. At this point, undertake one last review of the data and/or submit it to responsible parties for final approval. A cup of tea and fresh eyes may highlight issues to be rectified prior to import.

When you’re satisfied, follow the steps outlined in the following sections to import data into Xero.

Importing only up to 500 rows at a time is a good idea — doing so helps prevent any browser time-outs.