Integrations
Holded
Integrations
Holded
TARGET_SYSTEM: holded
Holded is a business management software for SMEs, offering tools for accounting, invoicing, CRM, and inventory management.
| Accounts | Bills | Contacts | Customers | Credit notes | Files | Invoices | Items | Purchase orders | Sales orders | Suppliers | Tracking categories | Transactions | Vendor credits | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Read | ⌛ | ⌛ | ✅ | ✅ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ✅ | ⌛ | ⌛ | ⌛ | |
| Create | ⌛ | ⌛ | ✅ | ✅ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ✅ | ⌛ | ⌛ | ⌛ | |
| Update | ⌛ | ⌛ | ✅ | ✅ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ⌛ | ✅ | ⌛ | ⌛ | ⌛ |
How to connect to Holded
As a customer of Holded, you can easily retrieve the API key used for connecting to your Holded accounting data.
1
Prerequisites
Before you begin, make sure you have the following:
- A Holded account with administrator permissions to generate and retrieve the Personal Access Token.
2
Retrieve the API key
To generate and retrieve your API key, follow these steps:
- Log in to your Holded account using your credentials.
- Navigate to: Developer Settings by clicking the link, or by going to your user profile and clicking Settings > More > Developers.
- Click New API Key, provide a description for the key, and click Save to generate it.
3
maesn Connect setup
Paste your Api Key in to the ‘API key’ field in maesn Connect and press ‘submit’. If the token is valid, the connection will be established and a success message will be displayed. Your Holded account is now connected!
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