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Import recurring payrolls
Import recurring payrolls

Import the payrolls you need to automate.

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Go to the Recurring Payroll tab.

  2. Open the three-dot menu(⋮) on the top right hand side

  3. Select Import recurring payslips

  4. Or, alternatively, go to Menu>Import>Team

Import Payrolls

To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply have to download, fill in and upload again to the platform.

1. Download the import template

  1. Open the import modal as explained above.

  2. Download the CSV/Excel template to view the import format

  3. Open the downloaded document to be able to work on it.

2. Fill in the template

Fill in the fields below. Those that are essential are marked with an asterisk (*).

Employee id*

Write the employee's NIF so that he/she can be correctly identified.


Specifies how often recurring payslips should be issued:

  • Daily: "d"

  • Weekly: "w

  • Fortnightly: "bw

  • Monthly: "m

  • Bimonthly: "bm" Quarterly: "q" Quarterly: "q" Quarterly: "q

  • Quarterly: "q" Quarterly: "q

  • Half-yearly: "ba

  • Annual: "a" Annual: "a" Annual: "a" Annual: "a" Annual: "a"

Starting date dd/mm/yy*

Determines the issue date of the first payroll. Subsequent payrolls will be registered on the same day of the corresponding period.

End date dd/mm/yy*

Selects the date of the last payroll to be issued, as could happen in the case of a temporary contract.


Adds an explanatory text to be able to identify the payroll in the list of recurring payrolls.


The total amount paid

Salary Account (640)

Add the accounting account of group 640 to which you want the amount entered in the Wages column to be posted.

Total S.S.*.

The amount of S.S. payable by the company + S.S. payable by the worker

Total S.S. Account (476)

Specifies the accounting account of group 476 to which you want the amount entered in the Total S.S. column to be posted.

S.S. Expense Company*

The amount of S.S. payable by company

H.S. Expense Company Account (642)

Indicates the accounting account of group 642 to which you want the amount entered in the Company S.S. Expense column to be posted.


The income tax amount

IRPF Account (4751)

Enter the accounting account of group 4751 to which you want the amount entered in the Income Tax column to be posted.

Tags separated by -

Add the tags for analytical accounting

Amount of the payment*.

Calculated as follows: (Salary + Company S.S. Expense) - (Total S.S. + IRPF)

Remember that you cannot import payroll documents as such in Holded, the imported information corresponds to the fields detailed above.

3. Upload the template information

  1. From Expenses>Payrolls, access the three-point menu again(⋮)

  2. Click on Import

  3. Click the Upload file button

  4. Select the spreadsheet with the completed fields that you have previously saved.

  5. Confirm the action

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 with 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.

To find out more about the service and pricing, please contact us at [email protected].

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