Switching from Other Asset Management Software

Considering a Switch?

If you're using another asset management system and considering Stageholder, this guide will help you understand the migration process and what to expect.

Why Organizations Switch

Common Reasons for Switching

Cost Concerns

• Legacy software with expensive licensing
• Per-asset pricing that doesn't scale
• Hidden fees and add-ons
• Expensive implementation costs

Usability Issues

• Clunky, outdated interface
• Steep learning curve
• Poor mobile experience
• Slow performance

Limited Features

• Missing key functionality
• No modern integrations
• Limited reporting
• No API access

Vendor Concerns

• Poor support response
• Software no longer updated
• Company acquired or discontinued
• Contract disputes

Growth & Scale

• Current system can't scale
• Need multi-location support
• Need better collaboration
• International expansion needs

Migration Overview

What You Can Migrate

Asset Data

• All asset records
• Categories and classifications
• Locations and hierarchies
• Custom fields and attributes

Financial Data

• Acquisition costs and dates
• Depreciation schedules
• Current book values
• Historical depreciation

Inventory Data

• Stock items and SKUs
• Quantities and locations
• Reorder points
• Vendor information

Historical Records

• Maintenance history
• Transaction history
• Audit logs
• Document attachments

Migration Process

Step 1: Data Export

Export from your current system:

• Most systems export to CSV or Excel
• Request a full data export
• Include all historical data
• Get attachments/documents separately

Step 2: Data Review

Before import:

• Review data quality
• Clean up duplicates
• Standardize naming
• Map fields to Stageholder

Step 3: Import to Stageholder

• Upload your export files
• Map columns to Stageholder fields
• Preview and validate
• Run the import

Step 4: Verification

• Spot-check imported records
• Verify depreciation calculations
• Confirm counts match
• Test key workflows

Step 5: Transition

• Train your team
• Run systems in parallel (optional)
• Switch over when ready
• Decommission old system

Migrating from Specific Systems

From Asset Panda

What migrates easily:

• Asset records and custom fields
• Locations and categories
• Check-in/check-out history
• Attachments (with separate export)

Migration tips:

• Export via Reports → Custom Reports
• Include all fields you need
• Match location hierarchy

From EZOfficeInventory

What migrates easily:

• Asset details and attributes
• Stock items and quantities
• Maintenance schedules
• User assignments

Migration tips:

• Use the full export feature
• Export locations separately
• Map custom fields carefully

From GoCodes / Asset Infinity

What migrates easily:

• Asset records
• QR/barcode references
• Location data
• Basic maintenance records

Migration tips:

• Standard CSV export works well
• Existing barcodes still work in Stageholder
• Review depreciation method mappings

From UpKeep / Fiix / other CMMS

What migrates easily:

• Equipment/asset records
• Work order history
• Maintenance schedules
• Parts inventory

Migration tips:

• Export work orders and assets separately
• Historical work orders import as records
• Rebuild maintenance schedules in Stageholder

From Sage Fixed Assets / Fixed Asset Pro

What migrates easily:

• Fixed asset register
• Complete depreciation history
• Book values
• Tax depreciation

Migration tips:

• Run final depreciation before export
• Export both book and tax values
• Verify accumulated depreciation

From SAP / Oracle

Enterprise migrations typically involve:

• API-based extraction
• Custom field mapping
• Professional services assistance
• Extended parallel running

Contact enterprise@stageholder.com for enterprise migrations.

Migration Timeline

Migration Assistance

Self-Service (All Plans)

• Import guides and documentation
• Template files
• Video tutorials
• Chat and email support

Assisted Migration (Business/Enterprise)

• Migration planning call
• Data mapping assistance
• Import validation support
• Go-live support

Full-Service Migration (Enterprise)

• Dedicated migration specialist
• Data extraction from source system
• Data transformation and cleaning
• Complete import and validation
• Training and transition support

Frequently Asked Questions

Will I lose historical data?

No. We import your complete history including transactions, maintenance records, and audit trails.

Can I migrate attachments/documents?

Yes, but separately from the main data import. We can import documents in bulk.

What if my current vendor makes it hard to export?

Most systems allow data export. If you're having trouble, contact us — we've helped customers extract data from difficult systems.

How long should I run both systems?

We recommend:

• 1-2 weeks minimum
• Until you're confident in the new system
• Until key users are trained

Can I try Stageholder before committing to migrate?

Absolutely! Start a free trial, import a sample of your data, and evaluate before deciding.

What if something goes wrong?

• Keep your old system active during transition
• We can re-import if needed
• Our support team is here to help

Will my barcodes/QR codes still work?

Yes! Stageholder reads standard barcodes. No need to re-label your assets.

Ready to Switch?

Step 1: Start Your Free Trial

Test Stageholder with your own data — no commitment.

Step 2: Import Sample Data

Try the import with a subset of your assets.

Step 3: Talk to Us

Chat about your specific migration needs.

Step 4: Plan Your Migration

We'll help you create a migration plan.

Questions?

• Chat with us about your current system
• Email: migrations@stageholder.com
• Schedule a call to discuss your needs

Updated on: 24/12/2025