Migrate to Holded without losing a single record
Whether you're switching from spreadsheets, another ERP, or legacy software, our migration tools and certified partners make the transition seamless.
200,000+
Companies already on Holded
99.9%
Data accuracy guaranteed
< 48h
Average migration time
Trusted by over 200,000 businesses
Why companies switch to Holded
A smooth migration with zero surprises, from day one.
Zero data loss
Every invoice, contact, product, and transaction is migrated with full integrity. We validate each record before and after the transfer.
Dedicated migration team
Our specialists analyse your current system, map your data, and handle the entire migration so you can focus on your business.
Minimal downtime
We work in parallel with your existing system. Go live on Holded with confidence, your operations never stop.
Full audit trail
A detailed migration report so you can verify every record. Complete transparency from start to finish.
Before vs. after migrating to Holded
See what changes when you consolidate everything into one platform.
“Holded is radical: you merge 4 steps into one and you have total control from day one. The migration was seamless, we were up and running in less than two days.”
Javier Díaz
CEO & Founder, Exentys Asesores
All your data, one platform
Invoices, quotes, orders, products, services, and bank records, everything converges into Holded.
Everything your business needs, unified
Stop juggling disconnected tools. Holded brings invoicing, accounting, CRM, projects, HR, and inventory into one platform, so your data works together from day one.
- Invoicing, quotes, and purchase orders
- Automated accounting and tax reports
- CRM with sales pipeline tracking
- Project management and time tracking
- HR, payroll, and employee portal
- Inventory and multi-warehouse management
Enterprise-grade infrastructure, SMB simplicity
Your data is protected by the same standards used by the world's largest companies.
- 256-bit SSL encryption on all connections
- GDPR compliant with EU data residency
- SOC 2 certified infrastructure
- Automatic daily backups with 99.9% uptime
- Role-based access controls
- Continuous security monitoring and audits
What gets migrated
Every piece of your business data, transferred with full integrity.
Invoices
Sales, purchases, credit notes, proforma
Contacts
Clients, suppliers, leads with full history
Products & services
Catalogue, prices, variants, stock levels
Chart of accounts
Ledger, journal entries, fiscal year data
Bank records
Transactions, reconciliations, balances
Quotes & orders
Estimates, sales orders, purchase orders
Projects & tasks
Timesheets, milestones, assignments
HR & payroll
Employee records, contracts, absences
How migration works
A proven 4-step process, handled by experts.
Assessment
We analyse your current platform, data volume, and integrations to create a tailored migration plan.
Data extraction
Your data is securely exported from your current system: contacts, invoices, products, bank records, and more.
Migration & validation
Data is imported into Holded with automated integrity checks. Every record is verified for accuracy.
Go live
Once validated, your team switches to Holded. We provide training and support during the first weeks.
Integrate in minutes, innovate forever
From our REST API to the Model Context Protocol (MCP), you can build custom integrations and automate data migration at scale.
REST API
Full access to invoices, contacts, products, accounting, and more. Build custom migration scripts or connect any tool.
MCP support
The Model Context Protocol lets AI assistants interact directly with your Holded data, automate migrations with natural language.
Webhooks & SDKs (coming soon)
Real-time event notifications and official SDKs to build robust, production-ready integrations.
See what you're migrating to
Explore the Holded platform right here: click through modules to see invoicing, accounting, CRM, and more.
Expert help when you need it
Our certified Solution Partners are migration specialists. They know Holded inside out and can handle the most complex transitions, from multi-entity setups to custom integrations.
- Personalised migration roadmap
- Data mapping and transformation
- Training and onboarding for your team
- Post-migration support and optimisation
Frequently asked questions
Most migrations complete within 48 hours. Complex setups with multiple entities or large data volumes may take up to a week. We always provide a timeline before starting.
No. We run integrity checks at every stage and provide a full audit report. Your data is validated before, during, and after the transfer.
Yes. We support migrations from all major platforms including Sage, A3, Contaplus, QuickBooks, Xero, and many others. If your software can export data, we can import it.
No. We run the migration in parallel with your current system. You continue working normally and switch to Holded only when everything is validated.
Basic migrations are included with your Holded plan at no extra cost. For complex migrations requiring dedicated support, our Solution Partners offer tailored packages.
Absolutely. Our REST API and MCP support let you script the entire migration process. This is ideal for developers or teams migrating large volumes of data programmatically.
Ready to migrate?
Book a personalised demo and we'll show you exactly how your migration will work.