Holded implementation service
We set up Holded around your company, import your data and train your team so it works properly from day one.
In short
Holded implementation is the process of configuring the ERP around a company's needs: numbering series, taxes, users, modules and data import. It is designed for SMEs and B2B companies starting with Holded or running a poorly configured account. ARTIC delivers it in phases so the system works properly from day one.
Run your numbers- Who it's for
- Companies starting out with Holded
- Deliverables
- Configured account, imported data, trained team
- How it's measured
- Holded running without set-up errors
Comprehensive implementation of Holded
We set up your account to work right out of the box.
Implementing Holded is the first step in integrating this powerful management tool into your business. It includes the initial system configuration tailored to your processes, importing key data (customers, products, invoices, banks, etc.), creating roles and permissions, and providing basic training for your team.
At ARTIC, we've been working with Holded as our central ERP for years. We understand its capabilities and limitations, and we help you adapt it to your real needs, not the other way around. The goal is for you to start invoicing, controlling your projects, managing your clients, and tracking your finances from day one, hassle-free.
Our service is designed for both companies that have never used Holded and those that have activated it but don't know how to take advantage of it.
In an agile and accompanied manner
From the first meeting, we analyze your business model to adapt Holded to your structure. We work in phases (1 to 3 weeks in total):
- Initial diagnosis: We detect your needs, structure and objectives.
- Environment Setup: billing series, templates, contacts, taxes, banks, users…
- Importing key data: transfer of clients, products, services, history if necessary.
- Activating modules: invoicing, CRM, projects, inventory, HR… depending on your company.
- Initial training: Personalized sessions for your team (remote or in person).
- Post-implementation support: support during the first few days after launch.
Our team is well-versed in industry best practices and applies them to ensure your system is optimized from the start.
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What’s included?
- Initial diagnosis of the company's needs, structure and goals.
- Set-up of invoice series, templates, taxes, bank accounts and users.
- Import of clients, products, services and historical data where needed.
- Activation of invoicing, CRM, projects, inventory or HR modules.
- Roles and permissions defined for each team profile.
- Initial training so the team can start working independently.
Who is it for?
- Companies moving from Excel or another management system.
- Businesses starting from scratch with Holded.
- Companies with a poorly configured Holded account that needs reorganising.
It’s not for you if…
- Companies needing an industrial ERP with highly specific features beyond Holded's scope.
Estimate what you save by running your business on Holded
Invoicing in one app, reconciling the bank in Excel and copying data between tools costs hours. Estimate how many you get back.
Editable assumption: we confirm it in the initial diagnosis.
Holded licence and setup not included. The diagnosis tells you which modules you need and which plan suits you.
- Hours recovered per month
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- Time saving per year
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- Tool saving per year
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- Total saving per year
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Related success stories
Frequently asked questions
Let's talk?Can I start from scratch without any prior knowledge?
What modules does the implementation include?
Can data be imported from another program or Excel?
How long does the implantation take?
What if I already have Holded but it's configured incorrectly?
What should I prepare before implementing Holded?
Ideally, have your client, supplier, product and service data to hand, along with the invoice series you use and the processes you want to run in Holded. It does not need to be perfect: during the initial diagnosis ARTIC reviews what you have, what can be imported and what should be cleaned up first.
Do you work alongside my accountant?
Yes, we coordinate the implementation with your accountant or advisory firm when needed, particularly for tax settings, the chart of accounts and VAT. That way Holded fits the way your accountant works and financial information arrives in good order from the outset.
What is the advantage of implementing Holded with a Gold partner?
Working with a Gold partner reduces the risk of foundational mistakes, such as badly created series, wrong tax settings or a messy CRM, which are costly to fix later. ARTIC is a Holded Solution Partner Gold and understands both the tool's possibilities and its limits, so we adapt it to your real processes.
What does the price of implementation depend on?
It depends on the modules to be activated, the volume and quality of the data to import, the number of users and whether integrations or automations are needed from the start. After the diagnosis we send you a proposal with a defined scope.
Partners
Official partners, not just users
Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.
GoldHolded Solution Partner Gold
Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.
SelectClaude Partner Network
Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.
PremierGoogle Premier Partner
Certified Google Ads specialists with access to official Google support and training.
Member
Mar Baricó
Chief Operating Officer (COO) of ARTIC
Your Holded and Kit Digital lead
Mar Baricó has been ARTIC's Chief Operating Officer since 2023: she coordinates projects and the team and is the agency's Holded and Kit Digital lead (Holded Solution Partner Gold). A law graduate with an MBA in Marketing, she is a ClickUp Expert and helps SMEs implement, automate and get support with Holded. She writes about Verifactu, e-invoicing, VAT and running an SME with Holded.
With the rest of the team
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