01Continuity register · 3 checks You still need the originals Keep invoices, PDFs and supporting documents from the source system. The imported invoice does not carry the AEAT CSV and does not replace the original as proof. 
Migrate from Holded to Cofactu.
Check your data before you invoice.
Connect the Holded API to import the data types you select. Invoices you already issued in Holded arrive as historical records, with their original number and without being sent to the AEAT; Holded drafts arrive as drafts. Keep the originals and check omissions, amounts and documents before you start invoicing again.
No card · Reviewable import · History kept apart from new operations
| 01 · Source | Holded | CSV clients · tax details · XLS invoices · history · CSV products · catalogue and VAT |
|---|---|---|
| 02 · Review | Control gate | 1 Columns recognised · 2 Duplicates set aside · 3 Series confirmed |
| 03 · Destination | Cofactu | Drafts to review · Keeps the originals · Status: Ready to review |
Source copy kept · Result review · Do not reissue the history
What shouldn't be lost Moving the history doesn't mean
Moving the history doesn't mean
breaking its context.
The move keeps what you need to consult the past and separates new invoices so you can review before continuing.
01Continuity register · 3 checks You still need the originals Keep invoices, PDFs and supporting documents from the source system. The imported invoice does not carry the AEAT CSV and does not replace the original as proof. 
02Continuity register · 3 checks Scope is checked per data type The API skips some incomplete or unsupported records; for example, contacts without a tax ID. Review the sync summary and the errors. Attachments can also fail independently. 
03Continuity register · 3 checks Plan your exit before you cancel Keep access to the source until you have checked documents, integrations and data. Cofactu offers per-module exports and a full copy on request; it does not yet offer an automatic one-click full ZIP. Two paths. One review gate.
You can connect Holded through its API or work with its export. Check the scope before syncing and compare the result with the source afterwards.
Recommended route
Holded API connection
- Preparation · Connection
Check access and keep a copy
In your Holded account, check API access and the permissions of the key. Download the originals and any exports you need to keep. Note clients, invoices and totals by period so you can reconcile them. API availability must be checked against your current contract.
- Setup · Connection
Connect Holded and select the scope
In Cofactu under Settings → Integrations, connect Holded and review which data types you are going to sync. The connector covers invoices, purchases, payments, quotes, products and PDFs, depending on the options enabled. The sync can write data directly; do not assume there is a preview before importing.
- Checking · Connection
Check the result and separate new invoicing
Reconcile figures and documents with the source. Review skipped records and imported invoices. Issued invoices arrive with their original number; those that were drafts go into an import series. The original AEAT CSV is not transferred: the imported invoice carries no QR or CSV, and Cofactu does not send it to the AEAT.
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Alternative route
Excel / CSV export
Export the original data and documents Preparation · File. Keep the files your Holded account lets you export, and the original PDFs. The export does not necessarily include the change history, the integrations or all the tax evidence.
Check the format before uploading Validation · File. Ask support which importer fits each file and which columns it accepts. Not every Excel or CSV file can be moved without adaptation. Check tax IDs, dates, taxes and references on a sample.
Reconcile the transferred data Checking · File. Compare counts, amounts and taxes with the source before you treat the move as finished. Agree with your accountant which data is history, and from which date and series new invoices will be issued. Time depends on volume and on any issues.
The switch ends when the new system
can already do the work.
These are the capabilities that stay connected after bringing the history over from Holded.
| 01 | VeriFactu invoicing | Cofactu lets you issue new invoices and check their statuses. Holded also offers VeriFactu; test which flow suits your team better. |
|---|---|---|
| 02 | Reconciliation from statements | On SME you can work with Norma 43, CSV and Excel bank statements. Check your bank's format. No commercial PSD2 connection is promised here. |
| 03 | Accounting and POS depending on plan | SME includes full accounting (balance sheet and year-end closing) and stock; POS is an add-on (€19/month per location) on SME or higher. Check limits and add-ons before you switch. |
| 04 | Tax preparation with review | Your data feeds the supported tax forms. Generating and filing are separate steps; check the channel available for each form and review the result with your accountant. |
History available to consult · New operations active
Clean chain Your first new invoice opens
Your first new invoice opens
a verifiable chain.
Keep the originals and the supporting documents of the invoices issued from Holded. Don't issue them again as if they were new operations. Review the series and the configuration of new invoices in Cofactu separately.
- History imported and available to consult
- New records chained and submitted
- Detection of breaks in the chain
| History | Holded | Keeps its originals |
|---|---|---|
| New genesis | ||
| First new invoice | F-2026-00001 | SHA-256 hash · chained |
| Next record | F-2026-00002 | Previous hash linked |
Illustrative example · Check series and date
The operations that carry on The history arrives. The next tax forms
The history arrives. The next tax forms
are born from your new data.
Cofactu aggregates new invoicing, expenses and withholdings to prepare the supported tax forms from the same system.
Before migrating from Holded.
Answers on timing, history, numbering and continuity before you confirm the move.
Ask about my case →Do I need a specific Holded plan to use the API?
Check API availability and permissions in your current Holded account and contract. If you cannot use it, keep your exports and check which files each importer accepts before planning the switch.
Are invoices already sent to the AEAT sent again when imported?
No. Invoices you already issued arrive as historical records and Cofactu does not send them to the AEAT; Holded drafts arrive as drafts and would only be sent if you issue them yourself. Keep the original and agree how to treat the history with your accountant.
Is the numbering and the original AEAT CSV kept?
The numbering is: issued invoices arrive with their original number. The AEAT CSV is not: the imported invoice arrives without a CSV or hash, so the proof of its acceptance remains the original. Drafts go into an import series.
Are contacts without a tax ID imported?
The API connector skips contacts without a tax ID (NIF). Review the skipped ones and complete the source data where appropriate before syncing again.
How long does it take to migrate 500 invoices?
We have no verified time we can promise. It depends on access, volume, document types and errors. Include checking and reconciliation in your plan, as well as the import itself.
Are the audit trail and integrations transferred?
Not automatically. The provider's change history and the configuration of Stripe, e-commerce or other connections must be kept or reconfigured separately. Verify each integration before cancelling.
How do I know the migration is finished?
When you have reconciled records and totals, kept the originals, resolved or documented the omissions and tested the new operations you need. A completed import does not by itself prove that the whole business is ready.
Start with a copy, not a surrender Bring a sample and check
Bring a sample and check
before you switch.
Create your account, import the first data from Holded and check the result without cancelling your current tool yet.
