Integrations
Holded
TARGET_SYSTEM: holded
Holded is a business management software for SMEs, offering tools for accounting, invoicing, CRM, and inventory management.
Read | Create | Update | ||
---|---|---|---|---|
Accounts | ⌛ | ⌛ | ⌛ | |
Bills | ⌛ | ⌛ | ⌛ | |
Contacts | ✅ | ✅ | ✅ | |
Customers | ✅ | ✅ | ✅ | |
Credit notes | ⌛ | ⌛ | ⌛ | |
Expenses | ⌛ | ⌛ | ⌛ | |
Files | ⌛ | ⌛ | ⌛ | |
Invoices | ⌛ | ⌛ | ⌛ | |
Items | ⌛ | ⌛ | ⌛ | |
Journal entries | ❌ | ❌ | ❌ | |
Suppliers | ✅ | ✅ | ✅ | |
Tracking categories | ⌛ | ⌛ | ⌛ | |
Transactions | ⌛ | ⌛ | ⌛ | |
Vendor credits | ⌛ | ⌛ | ⌛ |
✅ = Endpoint available
⌛ = Endpoint in progress
❌ = Endpoint not supported by Holded
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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