No matter what your previous management tool was, Holded allows importing all your data, so that you can start working in the most efficient way within the shortest time.
Imports are made through Excel templates downloadable from the platform, you will need to fill them in with your data to then upload them again through the same section.
Access to the Import section to find all the available templates
You will see that each template has several fields; although not all the fields are required, it is very important that you do not delete any column or modify its order.
In case you don't have data for a particular field, just leave the column in blank.
To have all your company information reported correctly, we strongly recommend following this import order.
1. Import your Chart of accounts
Learn here how to import your chart of accounts
2. Import your Contacts
It is very important that in this template you fill in the NIF / CIF field, since all the information in Holded is linked through this data.
Learn here how to import your contacts
3. Import your Products and Services
4. Import your Sales
We suggest that you start with the sales invoices and continue with the other documents, such as proformas or quotes.
This step is important so that your sales data is transferred to the accounting for the relevant year. You can import invoices from the current year or previous ones.
Learn in this article how to import your sales documents
5. Import your Expenses
6. Import your Assets
In the event that your company has assets, you can import them without having to create their corresponding purchase invoices.
Learn here how to import your Assets
7. Import your General Ledger
Transfer all the information about your accounting entries.
Learn here how to import your General ledger
8. Import the information about your Team
Import all the data about your employees.
Learn here how to import your Team data
9. Import your CRM opportunities
By using this template, you can import the deals into your sales funnels.
Learn in this article how to import your deals
10. Import your Projects
You can import your Projects through the Excel template or from Trello, adding its JSON file.
Learn here how to import your Projects