First of all:
Go to Contacts
Opens the three-dot menu ( ⋮ ), top right
This template works for Company type contacts. If what you need is to import data of people, you will have to select the template Import contact persons.
To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply have to download, fill out and upload again to the platform.
1. Download the import template
Open the import modal as explained above
Download the template in CSV/Excel to see the import format
Opens the downloaded document so you can work on it
2. Fill in the template
Fill in the fields indicated below. Those that are essential have been marked with an asterisk (*).
Contact record name to import
Refers to the name by which the contact's business or company is known
You can include this contact in the emails you send to the company in question. Remember that you can only enter one contact in this field.
This is a required field. It is of the utmost importance that you enter the NIF respecting capital letters and spaces.
Landline phone number of the contact
Mobile phone number of the contact
Contact Zip Code
Contact province name
Contact country name
It is necessary in case you want to make remittances
Also called BIC. This is the bank identification code of the contact
It will be included in the contact file and you can use it to remit invoices
Include any comments or notes about that contact
Tags separated by -
These are tags that will help you identify the contact's documents within Holded
Sales channel account
Add the account based on the type of activity you have with the contact. You can find the numbering corresponding to the sales account from Settings > Billing > Sales and Shopping .
Sales channel name
Indicates the name of the sales channel
Expense Account No.
Specifies this type of account if it is a provider. You can find the numbering corresponding to the expense or purchase account from Settings > Billing > Sales and Purchases .
Expense account name
Indicates the name of the expense account if it is a supplier
In the case of leaving these fields blank, Holded will fill them in automatically when creating the first sales invoice with the contact. This field is not required, but it is a good idea to specify it on import.
If these fields are left blank, Holded will fill them in automatically when creating the first purchase invoice with the contact. This field is not required, but it is a good idea to specify it on import.
Type of contact
Choose between No Specify , Customer , Supplier , Lead , Debtor , Creditor . It is not a mandatory field, but it is quite important to report it so that it is well reflected on the platform.
In the Excel document column you will have to specify the regimen with one of the following values : intra (intra-community), general (general), impexp (import / export), nosujeto (not subject), exempt (exempt), receq (equivalence surcharge). This information will be reflected in Operation in the Accounting section of the contact.
It will be the tax that appears by default in all your sales documents with this contact (for example, VAT 21%). We recommend that to enter this tax go to Settings > Billing > Taxes in Holded and copy the code that appears in the Key column for that tax (s_iva_21, s_iva_10, etc.). Similarly, remember that if you want to include both tax and withholding, you can add both in this column using a comma and not including spaces. For example: s_iva_21,s_ret_19
It will be the tax that appears by default in all your purchase documents with the contact (for example, VAT 10%). We recommend that to enter this tax go to Settings > Billing > Taxes in Holded and copy the code that appears in the Key column for that tax (s_iva_21, s_iva_10, etc.). Similarly, remember that if you want to include both tax and withholding, you can add both in this column using a comma and not including spaces. For example: p_iva_21,s_ret_19
Type the currency reference code as it appears in the contact's Preferences
Type the exact name as it appears in the contact's Preferences
You must include the API KEY of the payment method . First generate the Key from Settings > Developers > + New API Key . To finish, go to Settings > Billing > Payment Methods and click on the corresponding payment method. In the pop-up window, copy the API code that you will find at the bottom next to the plug symbol.
This is the default expiration period that will be entered automatically when you create an invoice for this contact
Special prices assigned to the contact in question
The discount rate applied to this contact
These fields must be created in Holded beforehand. They are used to include personalized information in the tab of each contact and will add additional columns to the Excel document.
3. Upload the template information
From Contacts , access back to the three-dot menu ( ⋮ )
Press the Upload File
Select the spreadsheet with the filled in fields that you previously saved
Confirm the action
Update your contact information
If what you need is to massively update the data of your contacts or their shipping address, simply go to Menu > Import > Contacts , select the corresponding template and follow the same steps.