How to migrate data from Moloni to Moloni ON

Learn how to use the Migration Assistant to transfer your information from Moloni to Moloni ON quickly, simply and with no data loss.

What is the Migration Assistant and what is it for?

The Migration Assistant is a tool built into Moloni ON, designed to copy your data history from your Moloni account automatically and securely.

The purpose of this tool is to avoid entering information manually and to guarantee a simple transition between platforms. The process only makes a copy, so your Moloni stays active and unchanged.

Before you start, you should know:

This tool is only available for Moloni companies on the Base plan.

During the migration process, your company in Moloni ON is temporarily locked for editing until the transfer is complete.

Each company can run a maximum of two migrations.

What type of data can you migrate?

Company information;
Taxes and withholdings;
Customers;
Products;
Categories;
Documents (Migrated balances);
Business activity code (CAE);
Bank details;
Payment conditions;
Payment methods;
Delivery methods;
Vehicles;
Geographic zones;
Units of measure.

When can you run the migration?

During account creation: when you sign up to Moloni ON for the first time, the assistant appears automatically in the initial setup flow of your company;
After account creation: if you already have an account and are using Moloni ON, you can start the migration at any time through the main menu.

Follow these steps:

1. Depending on your scenario:

If you already have an account: access the left-hand menu in Moloni ON, click on Tools and select the Migrator option. Then, click on Start migration.

Moloni ON left-hand menu with the Tools channel open and the Migrator option highlighted

Migrator screen in Moloni ON with the Start migration button highlighted

If you are creating a company: in the company creation form, click on Migrate.

Company creation form in Moloni ON with the Migrate button highlighted in the Are you a Moloni user box

2. Click the Connect with Moloni button to be redirected and authorise the secure connection between the platforms.

Connect accounts step of the Migrator with the Connect with Moloni button highlighted

Moloni screen asking for authorisation to access your data, with the Authorize button highlighted

3. Confirm the company found (linked to the same tax number) and click Migrate.

Connect accounts step with the Moloni company found by tax number and the Migrate button highlighted

4. Wait a few moments while Moloni ON organises the data from Moloni so that you can move on to the next steps.

5. By default, all data is selected. Review the list of data to include in the migration (company information, customers, products, etc.).

Select data step of the Migrator with the list of data types, the number of records and the capacity in Moloni ON

Click Next.

End of the list of data to migrate with the Next button highlighted

Note:

If a warning appears about modules above your plan (e.g. Bank details), click the Upgrade button and confirm the payment in the Update limits window so that this data can be migrated.

6. If any data conflicts are found, you can choose to give priority to the Moloni ON data, to the Moloni data, or decide case by case. Select the option you want and click Next.

Resolve conflicts step of the Migrator with the three priority options and the Next button highlighted

7. Review the summary of modules and the total data to be transferred, then click the Confirm and migrate button.

Migrate step of the Migrator with the summary of data to transfer and the Confirm and migrate button highlighted

The migration starts and shows the progress for each data type.

Migration in progress in Moloni ON with the progress bar and the data type being migrated

8. Click the Finish button to access the detailed report.

Migration completed in Moloni ON with the total of migrated records and the Finish button highlighted

9. Check the details of the migrated data, warnings and errors.

Migration report in Moloni ON with the totals of migrated data, warnings, errors and duration, and the detail by data type

You can download the file in .xls for analysis or click on Migration history.

Migration report with the Download .XLS button highlighted

10. Whenever you return to the Migrator, you can check the Migration history table or click New migration to start another one.