1. In the pop-up window, click Download a sample of the XSLS file
2. Open the document you've just downloaded to see the format and work with it

Fill in the fields indicated below. The required fields are marked with an asterisk (*):

You will notice that not all fields in the template are mandatory. However, we recommend that you inform as many as possible so that the data in Holded is as detailed as possible.

If you have left any fields blank when importing, you can always fill them in later from the platform.

Order num *	Include in each line. We recommend you follow the sample content
Num format	Follow the format shown in the spreadsheet
Date dd/mm/yyyy*	Enter in dd/mm/yyyy format
Due date dd/mm/yyyy*	After this date the order will change status in Holded
Description	Additional order details
Contact name*	Include the supplier issuing the order
NIF (TIN)*	It is important to include this field to relate the order to the contact
Address	Add the contact's billing address
City	Location of contact address
Postal code	Add the contact address code
Province	Region where this address is located
Country	Country to which the address belongs
Concept*	Include product names (one per line)
Product description	Additional information on the product introduced
SKU*	With this field, Holded will be able to relate orders to products that are already registered on the platform
Unit price *	Enter the price per product, not including tax
Units *	Add the number of units for Holded to perform the calculation
Received units	Enter the number of units received
Discount %	Add the discount of each product per line
IVA (VAT) %*	Add the VAT % for the corresponding accounting adjustment. You have to include the key of the tax that you will find in Settings > Invoicing > Taxes. Example: If you need to include a 21% VAT you will have to indicate the following key: p_iva_21
Withholding %	In case the order contains a supplementary withholding tax. You need to include the key code for the withholding that you will find in Settings > Invoicing > Taxes.
Inv. Suj. Pasivo (1/0) (Reverse charge)	Add a 1 if the order includes a reverse charge. Enter a 0 otherwise
Operation	In the column of the Excel document you will have to specify the regime with one of the following values: intra (intracommunity), general (general), impexp (import / export), nosujeto (not subject), exento (exempt), receq (equivalence surcharge). This information will be reflected in Operation in the Accounting section of the contact.
Payment method	You must include the API Key of the payment method. First generate the Key from Settings > Developers > + New API Key. Then, access Settings > Invoicing > Payment methods and click on the corresponding payment method. In the pop-up window, copy the API code you'll find next to the plug icon.
Tags separated by -	Labels or tags used to organize your documents. Use a hyphen (-) to separate them
Expense account name	Customized name used to group orders from the same book account
Expense account number	Add the expense account for correct accounting. You can find the numbering corresponding to the expense or purchase account from Settings > Invoicing > Sales and Purchases.
Currency	Specify the order currency
Currency change	Include it if you want to keep the change in the document

Once you have completed the template fields, save the spreadsheet in Excel or CSV format in order to import the information correctly.

To ensure that the import works correctly, remember not to leave empty cells between order numbers. Also do not combine the cells in the spreadsheet. 

1. From the Purchase orders tab, access the three-point menu (⋮) again
2. Click on Import
3. Hit the button Add file
4. Select the spreadsheet or template you have previously saved
5. Confirm the action