To learn more about integration with PayFit read this article
Integrate PayFit with Holded
1. Activate the PayFit integration with Holded
- Go to the Control menu located in the top right corner of the platform
- Select Holded Store
- In the integrations section, locate PayFit
- Click the Activate button
2. Import PayFit payrolls to Holded
- Log in to your PayFit account
- Make sure to include the following data in your PayFit columns configuration:
- 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: Gross monthly total [Global] refers to the gross monthly Salary field
- SS: Total Employee Social Security Contribution [Global] refers to the Employee S.S. Expense field and is necessary to calculate the Total S.S. in Holded
- IRPF: Total IRPF Withholding [Global] corresponds to the IRPF (the total amount of the employment tax)
- SS: Total Company SS Quota [Global] corresponds to the Company S.S. Expense field in Holded, which is also used to calculate the Total S.S.
- Employee: trial period end date is the payroll Date field in Holded
You can add as many columns as you see fit if you are working with supplemental information, but the above fields must always be included in Excel for the import to Holded to be done correctly. Learn more here about how payrolls work in the platform.
- Download the list of payrolls in Excel format
- From Holded, go to Payroll from Expenses in the navigation bar
- Click the Import button with the PayFit logo, located in the upper right corner of the screen. Alternatively, click on the same option from the three-point menu
- Select or drag the payroll file in Excel format
- In the PayFit Payrolls pop-up window, confirm that the imported columns correspond to the fields indicated above. If not, use the drop-down menu in each of them to mark the correct field for the import
- Confirm to upload the payroll list
3. Export expenses from Holded to PayFit
- From the toolbar in Holded, access the Expenses tab
- Go to the three-point menu in the upper right corner
- Click on PayFit Export
- Access your PayFit account and import the Excel file you downloaded from Holded
Remember that the list of expenses extracted from Holded in Excel format only includes withholding purchases.
Deactivate the PayFit integration
- Go to the Control menu located in the top right corner of the platform
- Select the Holded Store
- Click on PayFit
- Hit Deactivate
- In the pop-up window, click Confirm