Business apps migration playbooks
5 end-to-end playbooks with templates, checklists and the official sources they are based on.
Business app moves are mostly about data mapping: which records, history and attachments come across, and which have to be re-created by hand. Accounting moves also need a clean conversion date agreed with your accountant before you start.
Which guide do I need?
- You use MYOB and are moving to XeroMYOB to Xero conversion →
- You use QuickBooks and are moving to XeroQuickBooks to Xero conversion →
- You are moving CRM data between Salesforce and HubSpotSalesforce to HubSpot (and HubSpot to Salesforce) migration guide →
- Tasks and boards are in Trello or AsanaTrello or Asana to Microsoft Planner migration guide →
- Power Apps and Power Automate flows must move to a new tenantPower Apps and Power Automate tenant-to-tenant migration →
A practical plan for switching your accounts from MYOB to Xero, from picking a conversion date to getting payroll and GST right in the first BAS period. Tax and payroll steps follow Australian rules.
15 min readPower Apps and Power Automate tenant-to-tenant migrationMailbox and file migration tools skip Power Apps and Power Automate. This guide covers both routes Microsoft documents: the self-service Dataverse environment move, and export and import of solutions and packages, with the connection, environment variable and flow fixes each one needs.
17 min readHow to move from QuickBooks to XeroA step-by-step plan for moving from QuickBooks Online or QuickBooks Desktop to Xero, covering data conversion, sales tax, payroll and bank feeds. Tax and payroll steps use Australia as the worked example.
14 min readHow to migrate between Salesforce and HubSpotMap objects and fields, create users and owners first, load records in the order that keeps associations intact, bring activities across, rebuild automation, and cut sales and service teams over in either direction.
22 min readHow to migrate from Trello or Asana to Microsoft PlannerExport boards and projects from Trello or Asana, map lists, labels, members and due dates to Planner, and import tasks by hand, with Power Automate or with Microsoft Graph PowerShell.
16 min read