TARGET_SYSTEM: holded

Holded is a business management software for SMEs, offering tools for accounting, invoicing, CRM, and inventory management.

ReadCreateUpdate
Accounts⌛⌛⌛
Bills⌛⌛⌛
Contacts✅✅✅
Customers✅✅✅
Credit notes⌛⌛⌛
Expenses⌛⌛⌛
Files⌛⌛⌛
Invoices⌛⌛⌛
Items⌛⌛⌛
Journal entries❌❌❌
Offers⌛⌛⌛
Suppliers✅✅✅
Tracking categories⌛⌛⌛
Transactions⌛⌛⌛
Vendor credits⌛⌛⌛

✅ = Endpoint available
⌛ = Endpoint in progress
❌ = Endpoint not supported by Holded

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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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