The My Clients section allows you to view, add, and import all your clients, both those who use Holded and those who work with other accounting programs.
From here, you can view their basic information, assign managers, scan documents, and create Holded accounts when needed.
In your Partner account, go to the left side menu and select Accountants > My Clients.
Here you will find a complete list of your clients. Each row shows:
Client name and ID number.
Assigned manager(s).
Tags.
Accounting program used (Holded or other external software).
This view centralizes all the information and allows you to control your entire consulting portfolio at a glance.
Add a new client
Follow these steps to add a client from the My Clients section:
In the main menu, go to Accountants > My Clients.
Click on the +New Client button in the upper right corner.
Three options will appear:
Holded Account: Consultancy Plan: create an account managed by you with a consultancy license.
Holded account: trial account: create an account managed and paid for directly by your client, so they can try Holded under your supervision as a Partner.
No Holded account: Add client: register an external client who uses other accounting software.
Select the third option if your client does not work with Holded. Then click Continue.
Complete the customer information:
Account type: Company / Self-employed.
Company name*.
Tax ID number*.
Country.
Legal structure: Limited company, self-employed, etc.
Number of employees*.
Your customer's email address*.
Phone number*.
Accounting software: A3, Sage, Cegid, etc.
Website.
☝🏼 Remember that fields marked with an asterisk (*) are mandatory.
When you are finished, click Create.
Your new customer will automatically appear in the My Customers list.
Manage added clients
By clicking on any client in the list, you will access their detailed file.
From here, you can view their information, assign managers, and access different options depending on the type of customer.
Clients with a Holded account
If your client has an active Holded account, you can perform all of the following actions:
View client information: view general information such as name, tax ID number, country, or tags.
Add or remove managers: click on +Add manager to assign new managers, or click on the X to remove them.
Scan: access the client's document scanner (only available for Holded accounts with an active scanner).
Access the account: log in to the client's account using the Access account button. You will see information at the top indicating that you are inside their account; the URL will also change to reflect this.
Internal chat: communicate with your client from the chat integrated into the file.
Three-dot menu (⋮) > End collaboration: end the connection between your consultancy and the client's account in Holded. When you do this, you will no longer have access to their account, nor will you be able to manage their accounting or communicate with them via chat.
The client, for their part, will keep their account and all their data unchanged.
Clients without a Holded account
If your client does not use Holded as their accounting software, the file will show fewer options, but you can still keep their record in the system.
View client information: access all the basic data entered when creating it.
Add or remove managers: as with Holded customers, you can manage account managers using the +Add manager button or the X to remove them.
Three-dot menu (⋮), top right:
Edit client data.
Remove it from the list.
Internal chat: not available, as the client is not linked to an active Holded account.
Import clients in bulk
If you need to register several clients at once, you can do so by importing them in bulk.
Go to Accountants > My Clients.
Click Import clients in the upper right corner.
Download the available Excel template.
Fill in the fields in the template with each customer's information. The template includes the following columns (fields marked with an asterisk are mandatory):
Account type*: company or freelance.
Country*: ES (mainland Spain), ES_CANARY (Canary Islands), or AD (Andorra).
Company type*: select from the available options (es_sl, es_autonomo, es_sa, es_sinlucro, es_comunidad, es_aso, es_scp, es_other, ad_sl, ad_sa, ad_sinlucro, ad_comunidad, ad_aso), where “es” refers to Spain and “ad” to Andorra.
Company size*: 1, 2-5, 6-10, 11-25, 26-50, or 51+.
Name* (of the company or self-employed person).
NIF*: Tax identification number.
Email*: Contact email address.
Phone number.
Website (optional).
Software*: accounting program used (e.g., Holded, A3, Sage, Cegid, etc.).
Click Import clients again, and upload or drag the completed file to the import window.
Click Import clients to upload the data.
Once the import is complete, all new clients will automatically appear in the My clients list.