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Holded Store: integrations
Google Sheets: how to integrate it with Holded
Google Sheets: how to integrate it with Holded

Generate comprehensive spreadsheets and effectively organize every aspect of your business.

Camilla avatar
Written by Camilla
Updated over a week ago

Through the integration with Google Sheets you can export all the listings created in Holded from each of the main sections of the platform.

Enable Google Sheets integration

  1. Opens to the Menu in the upper right corner of the platform

  2. Click Holded Store

  3. In the integrations section, locate Google Drive

  4. Press the button Connect and configure

  5. You will be directed to a new screen, click on Connect with your account

  6. Select the Google account you want to integrate with and grant the necessary permissions

Export documents to Google Sheets

  1. Depending on the type of document you want to export, go to the appropriate section: Contacts, Sales, Expenses, Team, Products, Projects, Banks, Accounting

  2. Select the type of document in the subsection (Invoices, Proformas, Payments and Collections, etc.)

  3. Click on the download icon

  4. Click the Google Sheets


  5. The pop-up will show the path where your document is stored

Turn off integration with Google Sheets

If you want to disable the integration, either because you need to link a different Google account or for another reason, follow the steps below.

  1. Go to the Control Menu located in the upper right corner of the platform

  2. Select the Holded Store

  3. Click on Google Sheets

  4. In the pop-up window, tap Deactivate

  5. Proceed by clicking Confirm

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