Import proforma invoices

To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply have 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 proforma
Numbering format ^	You can define this numbering from Configuration>Invoicing>Documents.
*Date Date**	You must include it in dd/mm/yyyy (day/month/year) format.
Expiry date*	Sets the date when the proforma will change status to Holded
Description	Add a short private description of the concept of your proforma
Contact name	Include the name of the customer the proforma is addressed to
*VAT NUMBER.**	It is important to include this field so that the document is 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 proforma contains the additional withholding tax.
Operation	Write the type of proforma, e.g. if it is an intracommunity or general proforma
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 on the tab, just next to the plug icon.
Tags	Include tags to categorise your proformas. They must be separated by a "-".
Sales channel name	Customise the name where the proformas of the same accounting account will be grouped.
Sales channel account^	Add the sales accounting account where your proforma belongs. In case 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	Includes the currency of the document
Currency exchange	Fill in this field if you need 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 lines from different invoices cannot be combined.

3. Upload the template information

From Proformas, access the three-point menu again(⋮)
Click on Import
Click on the Upload file button
Select the spreadsheet with the completed fields that you have previously saved
Confirm the action

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