First of all:
Go to Sales from the navigation bar
Click on Activities
Open the three-dot menu(⋮) in the top right-hand corner
Select Import
Or, alternatively, go to Menu>Import>CRM
Import activities
To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply need to 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 (*).
Title* Add the type of activity between the available fields. | Add the type of activity among those available (Call, Meeting, Flight, Lunch, Dinner). In case it is a different type, you will have to configure it beforehand. |
Start date (dd/mm/YYYYYY) | Include the date of the activity |
Start time (hh:mm) | Enter the time when the activity starts |
Duration (hh:mm) | Add the duration |
Location | Write where the activity takes place |
Notes | Add some notes in case you need them. |
3. Upload the template information
From Activities, access the three-dot menu again(⋮)
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 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 email us at [email protected].