The Scenario
You work at an accounting firm. A client is migrating from Xero to a new ERP system. The ERP vendor needs the client's complete chart of accounts — every account code, name, type, class, and tax setting — mapped to the ERP's account structure before they can load the opening balances. The migration kickoff call is Thursday. Today is Tuesday.
The bad version:
- You log into Xero, navigate to the chart of accounts, and find you can view accounts but the export gives you a subset of the fields — the tax type is not included in the default CSV export
- You run a separate tax rates report, try to join it to the account export by account code, and realize the account codes in the two exports are not formatted consistently — some have leading zeros, some do not
- You produce a draft mapping file with 15 accounts marked "Tax type unknown" and spend Wednesday morning back in Xero looking up each one manually
Chart of accounts migrations should not require three separate data pulls and manual joins.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your migration template and pulls the complete Xero chart of accounts — codes, names, types, classes, and tax settings — directly into the column structure the ERP vendor needs.
Open your migration mapping sheet 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 tab starting at row 2 — one row per account, sorted by account code ascending
What You Get
- Every Xero account lands in the COA tab with all six fields in separate columns
- Account codes are formatted consistently — no leading zero inconsistency across the export
- Tax type is included alongside the account type and class — no secondary export or join required
- Archived accounts are included with their status flagged, so the ERP vendor can decide whether to migrate them or not
What If the Data Is Not Quite Ready
You want only 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 tab — one row per account, sorted by account code
The ERP vendor uses a different account 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 tab — then in column E look up each Xero account type against the mapping table in the ERP Mapping tab (column A = Xero type, column B = ERP classification) and write the ERP classification — write "Unmapped" for any type not in the mapping table
You need to count accounts by type for the ERP vendor's migration estimate
Get the Xero chart of accounts and write a summary into the COA Summary tab grouped by account type — columns: Account Type, Number of Accounts — then below the summary write the full account list with code, name, type, class, and tax type
Export the COA, cross-reference against recent trial balance, and flag accounts with no activity in the last 12 months
Export the full Xero chart of accounts into the COA tab with account code, name, type, class, status, and tax type — then 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 sheet with Xero connected, then ask it to export the client's full 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.