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Import your employees' information
Import your employees' information

All the information about your workforce centralised.

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Go to Team from the navigation bar

  2. Click on Employees

  3. Open the three-dot menu(⋮) in the top right-hand corner

  4. Select Import

  5. Or, alternatively, go to Menu>Import>Equipment

Import employees

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

  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 (*).


Write the name of the person


Add the surname


1=Male / 0= Female


Contact number for urgent matters

Bank account number

Employee's Iban


DNI or ID number


Add the employee's address

Tax residence

1=Resident / 0=Non-Resident

3. Upload the template information

  1. From Employees, access the three-dot menu (⋮) again.

  2. Click on Import

  3. Click on 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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