What are the bits of work that I should prioritise when cleaning up my customer data

When cleaning up your customer data, to get it ready to migrate to your new Xero system, here are a few reports you should run:

1. List of customers – so you can check for duplicate customers.
2. Archived/Inactive customers – Do any customers who are marked as archived/inactive still have open balances that need investigation?
3. Income/Invoices by contact – compare income over the past year/18 months to the full list of customers, so you can see what customers have been active recently and which one you might want or archive and not transfer across to your new system.
4. While preparing to migrate, make sure your customer’s contact details are up date. Especially phone numbers and email addresses.