Updated migration approach to move NZ customers to new subscription plans

LAST UPDATED: Sep 9, 2024

Last updated 10/9/24: Date of emails to be sent updated 

In June, we announced changes to Xero’s plans in Aotearoa New Zealand as part of our efforts to simplify our plan offering. The new plan line-up will launch on 12 September 2024 and bundles key features such as Xero Payroll, Xero Projects and Analytics Plus into some plans, making it easier to choose the best option for your business or clients.

We’re now able to share an update on our migration approach and the timing for moving customers to new subscription plans.

Key things to note: [Updated on 9 August 2024 to clarify effective date of price increases]

• For the majority of customers whose new subscription plan will include the same or more features for the same or lower price (following the price rise on 12 September), we’ll move you and your clients in February 2025
  
• For customers who will see a price increase as a result of the new subscription plan we’re migrating you to (in addition to the 12 September price rise already communicated), we’ll delay moving you and your clients until September 2025

We recognise for some customers this may be a significant price increase when moved by Xero to a new plan, and in some scenarios we’ll offer discounted pricing. We’ll share more on this with eligible customers and partners in our late September emails.

This means some customers will not be migrated by Xero by March 2025 as originally communicated.

Migration approach and revised timing

We’ll email you in late September 2024, with the details of which plan Xero will move you to and when.  For accounting and bookkeeping partners this email will include a link to a list of subscriptions that your practice holds. To determine which plan you’ll be moved to, we’ll look at your current plan – including any add-ons you’ve purchased – and your recent feature usage (that is, Xero Expenses and/or Xero Payroll).

You can stay on your current plan until Xero moves you, or you can choose to move. If you choose to move, you won’t be included in Xero’s migration plan. However, we recommend waiting until you’ve received email confirmation from us in late September on how the migration applies to you or your clients before making your own decision about moving plans.

Throughout this process, you’ll always have the choice to choose a different plan to what Xero selects for you. You’ll also be able to change plans after Xero moves you if you decide another plan better meets your needs. 

Summary of what to expect and timings

12 September 2024	New plans available in New Zealand
Late September 2024	Full details on what plan/s you and you/your clients will be moved to and when, will be sent via email
February 2025	Xero will move customers to new plans where there is no increase to the price*, based on the migration approach outlined above
September 2025	Xero will move customers to new plans where it would mean paying more*, based on the migration approach outlined above

We look forward to sharing specific details with you in late September. In the meantime, you can learn more about our new small business plans or plans for accountants and bookkeepers. As always, please reach out to our team via Xero Central if you have any support questions.

*compared to 12 September 2024 pricing