1. In the pop-up window, click Download a sample of the XSLX file 
2. Open the downloaded document to see the format and be able to work on it

Fill in the fields indicated below. Those that are mandatory have been marked with an asterisk (*):

You will notice that not all the fields in the template are required. However, we recommend that you report as many as you can so that the information in Holded is as detailed as possible.

If you have left any field blank when importing, you can always report it later from the platform.

Order num*	Include in each line. We recommend you follow the sample content
Num format	Follow the proposed format
Date dd/mm/yyyy*	Enter in format dd/mm/yyyy
Due date dd/mm/yyyy*	After this date, the sales order will change status in Holded
Description	Additional information about the order
Contact name*	Include the customer to whom the order is addressed
NIF*	It is important to include this field to relate the order with the contact
Address	Add the contact's billing address
City	City Location of contact address
Postal code	Add the contact postal code
Province	The region where this address is located
Country	Country to which the address belongs
Concept*	Include the names of the products (one per line)
Product description	Additional information on the introduced product
SKU*	With this Holded field you can relate the orders with 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
Units received	Include the number of units received
Discount %	Add the discount for each product per line
IVA %*	Add the VAT % for the corresponding accounting adjustment. You must include the key of the tax that you will find in Settings > Invoicing > Taxes. Example: If you need to include a 21% VAT, you must indicate the following key: p_iva_21
Retention %	In the event that the order contains additional retention. You must include the key of the type of retention that you will find under Settings > Invoicing > Taxes.
Operation	In the column of the Excel document, you will have to specify the scheme with one of the following values: intra (intracommunity) general (general) impexp (import / export) nosujeto (not subject) exempt (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. To finish, go to Settings > Invoicing > Payment methods and click on the corresponding payment method. In the pop-up window copy the API code that you will find at the bottom next to the plug symbol
Tags separated by -	Labels or tags used to organize your documents. Use a hyphen (-) to separate them
Sales channel name	Personalized name where your orders from the same accounting account will be grouped
Sales channel number	Add the sales account to keep a correct accounting. You can find the numbering corresponding to the sales account from Configuration > Invoicing > Preferences > Sales and Expenses
Currency	Specify the order currency
Currency exchange	Include it if you want to keep the order change

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

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

1. From Sales Orders, access the three-dot menu again (⋮) 
2. Click Import
3. Click the Add file button 
4. Select the spreadsheet or template that you have previously saved
5. Confirm the action