First of all:
To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply download, fill in and upload again to the platform.
1. Download the import template
Open the import modal as explained above.
Download the CSV/Excel template to view the import format
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 (*).
Name of the opportunity*.
Name the opportunity
Write the name of the contact
Company VAT number
Add the contact's VAT number or company tax number
Enter a contact number
Add the email address
Name of contact person
Include a contact person related to the opportunity
Contact person's email address
Add the email address of the contact person related to the opportunity
Contact person's phone number
Write the telephone number of the contact person related to the opportunity.
Value of the opportunity
Set the value of the opportunity by typing an amount in euros
Define the currency of the opportunity
Includes a stage, choosing from those already existing in the system
Adds an approximate closing date for the opportunity
Opportunity Probability %
Indicates a percentage of the probability of winning the opportunity.
Adds a note
Sets the status of the opportunity according to the following values:
Include up to 3 extra fields
3. Upload template information
From the Sales funnel, go back to the three-dot menu (⋮).
Click on Import
Click the Upload file button
Select the spreadsheet with the completed fields that you have previously saved
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 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.
To find out more about the service and pricing, please contact us at [email protected].