Export your Holded data to Google Sheets

The Google Sheets integration is activated through Google Drive in the Holded Store. Go to Menu > Holded Store > Integrations, find Google Drive, click "Connect and configure" and authorize your Google account. Once connected, the option to export to Google Sheets is available in every section of Holded.

You can export lists from all the main sections: Contacts, Sales, Expenses, Team, Products, Projects, Banks (Treasury) and Accounting. Within each section, you can choose the specific document type.

Export with the native integration is manual: you select the section, click the download icon and choose Google Sheets. The file is generated at that moment and stored in your Google Drive.

The files are stored in the Google Drive account you connected in the Holded Store. When you export, a pop-up window shows you the exact path where the document has been saved.

The native integration works in one direction: exporting data from Holded to Google Sheets. To import contacts or products into Holded, you can use Holded's import function with CSV or Excel files from the relevant section.

The Google Sheets integration is available from the Holded Store for plans that include access to integrations. Check Holded's pricing page to confirm availability on your current plan.

Go to Menu > Holded Store, click on Google Sheets, click "Deactivate" in the pop-up window and confirm. You can also link a different Google account by repeating the activation process.

Each export generates a new file in Google Sheets with the data from the moment it is run. Previously exported files stay as they are, like a snapshot of that moment.