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Import your sales tickets
Import your sales tickets

Record the history of all your sales receipts

Camilla avatar
Written by Camilla
Updated over a week ago

First of all:

  1. Open the Menu at the top right

  2. Click on Import

  3. In the Sales section, select Sales Tickets

Import sales tickets

You can import tickets from the current year or from other years. To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply download, fill in and upload again on 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 (*), while those that require prior configuration in Holded are marked with a circumflex accent (^).

Document number*

Enter the ticket number

Date*.

The accepted format is dd/mm/yyyy (day/month/year).

Expiration date*.

Sets the date on which the ticket will change status to Holded

Internal description

Add a short private description of the concept of your ticket

Contact name

Include the name of the customer the ticket is addressed to

VAT NUMBER*.

It is important to include this field so that the ticket can be correctly related to the contact

Address

Write the billing address of the contact

Town

Refers to the location of the contact's address

Postcode

The postal code of the contact's address

Province

Region where the contact is located

Country

The country where the contact is fiscally resident

Concept

Include product names, one per product line

Description

Add additional public information about the product

SKU

Add the SKU of the product

Unit price*

Includes price per item, excluding tax

Unit price*

Add the number of units of the item

Discount

Include the discount percentage if there is one

VAT%*^

Enter the VAT %. It is necessary to include the key of the tax that you will find in Configuration > Invoicing > Taxes
Example: If you need to include a VAT 21% you will have to indicate the following key: s_iva_21

Withholding tax

Add the additional withholding tax

Rec. of eq.

Fill in this field if the invoice contains the additional withholding tax.

Transaction

Write the type of ticket, e.g. if it is intra-community or general ticket

Form of payment^

Add the API Key of the payment method. First you will have to generate it in Configuration>Developers and then, to finish the process, you will have to go to Configuration>Invoicing>Payment methods, add a payment method and copy the number in blue that appears in the tab, just next to the plug icon.

Amount charged

Fill in this field with the amount of money (including taxes) already collected for this invoice.

Date of collection

The date on which the collection has been received.

Payment account

Add the accounting account where the payment has been made to the customer.

Tags

Include tags to categorise your tickets. They must be separated by a "-".

Sales channel name

Customise the name where the tickets of the same account will be grouped.

Sales channel account^

Add the sales account of your ticket. If you leave this column blank, the system will automatically assign the last account of each group. For example, if you have generated 11 accounting accounts for Sales and Revenue, 700000011 will appear.

Currency

Include the currency of the ticket

Currency exchange

Fill in this field if you need to keep the currency exchange rate.

In case you leave blank lines, the template will not be imported. It is important to add the data without leaving space and in correlative order, as lines cannot be combined.

3. Upload the template information

  1. From Import, go back to Sales

  2. Click on Sales Tickets

  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 do the importing 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].

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