First of all:
Go to Sales>Budgets.
Open the three-dot menu(⋮) in the top right-hand corner
Select Import
Or, alternatively, go to Menu>Import>Sales
Import quotes
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 (*), while those that require prior configuration in Holded are marked with a circumflex accent (^).
Document number* | Enter the number of your budget |
Numbering format ^ | You can define this numbering from Configuration>Invoicing>Documents. |
Date*. | You must include it in dd/mm/yyyy (day/month/year) format . |
Expiry date* | Sets the date on which the budget will change its status to Holded. |
Internal description | Add a short private description of your budget concept |
Contact name | Include the name of the customer to whom the quote is addressed |
VAT NUMBER*. | It is important to include this field so that the quotation can be correctly linked to the contact person |
Address | Enter the contact's billing address |
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 | Enter the percentage of the discount 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 |
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 quotation |
Payment method^ | 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. |
Tags | Include tags to categorise your quotes. They must be separated with a "-". |
Sales channel name | Customise the name where the budgets of the same account will be grouped. |
Sales channel account^ | Add the sales account where your budget belongs. 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 budget currency |
Currency changeover | Fill in this field in case you want to keep the currency exchange rate. |
In case you leave blank lines between invoices, the template will not be imported. It is important to add the data without leaving space and in a correlative way, as it is not possible to combine lines from different invoices.
3. Upload the template information
From Budgets, 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