1. Download the import template
Imports are carried out through different templates in Excel format that you can download from Menu > Import.
Once there, choose the template that suits your needs and download it. Each template has a specific design depending on the document to be imported, whether they are accounting accounts, sales and purchase invoices, products, contacts, etc.
2. Complete the template
When you open the Excel file you will find a template made up of several columns with mandatory (*) and optional fields. Copy and paste the data from your files into the appropriate fields.
You can leave fields blank, but you should not delete or modify a column. If you modify its name or position, Holded will not be able to read the file. Below you will find an example of an invoicing template.
3. Upload the template to Holded
After completing the template, save it in Excel format on your computer. Name the document so that you can easily identify it and upload it to Holded.
Finally, please note that importing a file takes a few minutes to complete. When finished, the data will be centralised in Holded and you will be able to start working with it from the platform.
In what order should the documents be imported?
Now that you are familiar with the logic of importing, it is important to mention that there is a specific order to perform this process. This is because Holded integrates and links all the information so that you can automate the tasks.
Below, you will find a detailed import order along with a series of recommendations and articles that will help you to solve each case. Follow this order so that the information is correctly integrated and you can make the most of the platform.
Accounting accounts: make sure that your accounts match those in the template.
For more information, see Importing and exporting your accounts.
Contacts: fill in the NIF/CIF field to link the information.
For more information, see Importing your contacts.
Products: fill in the SKU field to integrate your e-commerce platforms.
For more information, see Importing products.
Sales: import your sales invoices first, then all other documents.
For more information, see Importing your sales.
Expenses: import the purchase invoices first, and then the pay slips, receipts, etc.
For more information, see Importing your expenses.
Assets: transfer your assets to Holded and follow their evolution in the Analytics section.
For more information, see Importing your assets.
Journal: importyour accounting entries and keep your accounting in real time.
For more information, see Importing and exporting your accounting entries.
Team: if you have employees, import their data and manage their payroll, projects, etc.
For more information, see Importing employees.
Sales funnel (CRM): select a sales funnel and complete the template.
For more information, see Import opportunities.
Projects: Import your projects via the Excel or Trello template.
For more information, see Importing your projects.
I would like to receive personalised help
If you would prefer our Import team to give you a hand with the preparation of your files, at Holded, we have a team of experts who can advise you and carry out the import for you.
Our team will assist you in the preparation of your journal, sales and purchase invoices, contacts, accounts and products. They will also help you to detect errors, correct them and organise each of your files.
This will ensure that all your business information is transferred correctly and give you peace of mind that the import will be successful.
For details of the service and pricing, please contact us at [email protected].