The Scenario
You are an IT administrator at an accounting firm. A long-standing client is sunsetting their Xero subscription and migrating to a new ERP. The ERP vendor's migration team needs the client's complete chart of accounts — every account code, name, type, class, and tax type — in a specific Excel format to build the account mapping before go-live. The migration window opens in 72 hours.
The bad version:
- You run the Xero chart of accounts export, open the CSV, and find the tax type column is absent — it is not included in the standard export
- You run a separate tax codes report, try to join it to the account list by account code, and realize the codes in the two reports have inconsistent leading zeros
- You spend the afternoon cleaning up the inconsistency, fill in the 12 accounts where the join failed with manual lookups, and send a file stamped "verified" that you are privately not sure about
A migration file with errors at the account level causes problems that surface months after go-live.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the migration template and pulls the complete Xero chart of accounts — codes, names, types, classes, and tax settings — directly into the columns the ERP vendor needs.
Open your migration mapping workbook and try this prompt:
List all accounts from the Xero chart of accounts and write account code, name, type, class, tax type, and status into the COA worksheet starting at row 2 — one row per account, sorted by account code ascending
What You Get
- Every Xero account lands in the COA worksheet with all six fields in separate columns
- Account codes are formatted consistently — no leading zero inconsistency across the export
- Tax type is included alongside account type and class — no secondary report or join required
- Archived accounts are included with their status flagged, so the migration team can decide whether to include them
What If the Data Is Not Quite Ready
You only want active accounts — no archived ones
List all Xero accounts where status is ACTIVE and write account code, name, type, class, and tax type into the COA worksheet — one row per account, sorted by account code
The ERP uses a different classification scheme — you need a mapping column added
Export the full Xero chart of accounts with account code, name, type, and tax type into the COA worksheet — in column E look up each Xero account type against the mapping table in the ERP Mapping worksheet (column A = Xero type, column B = ERP classification) and write the ERP classification — write "Unmapped" for any type not in the mapping table
The migration team needs a count of accounts by type for their estimate
Get the Xero chart of accounts and write a summary into the COA Summary worksheet grouped by account type: Account Type, Number of Accounts — then write the full account list below the summary with code, name, type, class, and tax type
Export the COA and flag accounts with no activity in the last 12 months
Export the full Xero chart of accounts into the COA worksheet with account code, name, type, class, status, and tax type — pull the Xero Trial Balance for the last 12 months and in column G write "No activity" for any account with zero balance across all periods, or "Active" if it had any balance
One prompt handles the export, the cross-reference, and the activity flag.
Try It
Get the 7-day free trial of SheetXAI and open your migration mapping workbook with Xero connected, then ask it to export the client's complete chart of accounts. You might also want to look at how to pull the Xero Trial Balance for year-end working papers or bulk post manual journals to Xero.