This integration allows you, on the one hand, to import to Holded the payslips generated in PayFit, and on the other hand, to export the list of your expenses from Holded to PayFit.
Integrate PayFit with Holded
1. Activate the integration
Opens the Control Menu located in the upper right corner
Select Holded Store
In the integrations section, locate PayFit
Press the Activate
button
2. Import payslips from PayFit to Holded
Access your PayFit
account
Make sure to include the following data in your PayFit column settings:
Employee: Identity document corresponds to the Identity document in Holded and is essential to relate the payroll to the employee to whom it is assigned
Salary: Total Gross Monthly [Global] refers to the Salary Gross Monthly
field
SS: Total Employee SS Fee [Global] refers to the Employee SS Expenditure field and is needed to calculate the Total SS in Holded
Personal Income Tax: Total Personal Income Tax Withholding [Global] corresponds to Personal Income Tax
SS: Total Company SS Fee [Global] equals the Holded field Company SS Expenditure which is also used to calculate the Total SS
Employee: trial period end date is the Date field of the payslip in Holded
Download the payroll list in Excel
format
In Holded, go to Payroll from Expenses
Open the three-dot menu and select Payfit import
Select or drag the file with the payslips in Excel format
In the PayFit Payroll popup, confirm that the imported columns match the fields above
Confirm the action
3. Export expenses from Holded to PayFit
From the toolbar in Holded, go to Expenses
Go to the three-dot menu in the upper right corner
Click PayFit Export
Access your PayFit account and import the Excel file you downloaded
Remember that the list of expenses extracted from Holded in Excel format only includes purchases with retention .
Disable integration with PayFit
Go to the Menu located in the upper right corner
Select the Holded Store
Click on PayFit
Press Deactivate
Confirm the action