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
Opens to the Menu in the upper right corner of the platform
Click Holded Store
In the integrations section, locate Google Drive
Press the button Connect and configure
You will be directed to a new screen, click on Connect with your account
Select the Google account you want to integrate with and grant the necessary permissions
Export documents to Google Sheets
Depending on the type of document you want to export, go to the appropriate section: Contacts, Sales, Expenses, Team, Products, Projects, Banks, Accounting
Select the type of document in the subsection (Invoices, Proformas, Payments and Collections, etc.)
Click on the download icon
Click the Google Sheets
option
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.
Go to the Control Menu located in the upper right corner of the platform
Select the Holded Store
Click on Google Sheets
In the pop-up window, tap Deactivate
Proceed by clicking Confirm