Migrate accounting and ERP data

Overview

Use these guides when you are moving accounting, invoicing, CRM, inventory, project, or ERP data from an existing system into Numezis. The migration model is intentionally practical: collect clean exports, map them to Numezis, import a sample, validate, then run the final cutover with the old system kept as an archive.

Most teams start with files or CSV exports. API migration is best when the source system exposes structured access and the customer can authorize it cleanly. Numezis support is available when exports need mapping, cleanup, or a controlled cutover.

For a supported migration, prepare the source system name, active modules, export files, period to migrate, approximate record volumes, desired cutover date, and whether API access is available.

Choose your source system

The list is grouped by practical migration category so you can quickly find the right guide and choose the best path.

Swiss SME cloud

Swiss ERP

Desktop accounting

International ERP

Freelancer / invoicing

Legacy / discontinued

Related

• API reference
• Integrations
• Chart of accounts
• Bank reconciliation