First of all:
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 (^).
Enter your service code
Name* Enter the name of your service
Enter the name of your service as you want it to appear in Holded.
Add an explanatory text
Include tags that will be used to segment your services. If you want to include more than one, separate them by a "-".
Price * Price
Write the selling price of your service
Fill in this field with the cost of the service without taxes.
Add the tax rate to be included in your sales documents automatically.
Sales channel account
Enter a sales accounting account that will be assigned to your service.
In case you leave blank lines, the template will not be imported. It is important to add the data without leaving space and in a correlative way, as lines cannot be combined.
3. Upload the template information
From Services, 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 contact us at [email protected].