Holded

Read

Create

Update

Delete

Webhook

Accounts

Async task

Bank accounts

Bills

Bill lines

Booking proposals

Contacts

Customers

Credit notes

Dimensions

Expenses

Files

Fiscal years

Goods receipts

Goods receipt lines

Invoices

Invoice lines

Items

Journals

Journal entries

Offers

Offer lines

Open items

Payments

Payment terms

Projects

Purchase orders

Purchase order lines

Sales orders

Sales order lines

Suppliers

Tax rates

Transactions

Trial balance

Units

Users

Vendor credits

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.

Prerequisites

Before you begin, make sure you have the following:

A Holded account with administrator permissions to generate and retrieve the Personal Access Token.

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 > Developers > Credentials.
Click New API Token and provide a description for the key.

Select the permissions (scopes) for the key. Please select the minimum scopes required:

Area	Scopes
Developers	`developers:usage.read`	`required`
Chart of accounts	`accounting:chart-of-accounts.read`, `accounting:chart-of-accounts.write`
Journal entry	`accounting:daily-ledger.read`, `accounting:daily-ledger.write`
Contacts	`contacts:contacts.read`, `contacts:contacts.write`
Invoices	`sales:invoices.read`, `sales:invoices.write`
Bills	`accounting:purchases.read`, `accounting:purchases.write`
Expense accounts	`accounting:expenses-accounts.read`, `accounting:expenses-accounts.write`
Tax rates	`accounting:taxes.read`

Click Save and copy the key immediately. Holded shows it only once, so store it securely.

If a permission is missing, requests to the related endpoints fail with 403 Forbidden. You can create a new key with the correct permissions at any time.

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.You can also use the create account endpoint for this.Your Holded account is now connected!

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How to connect to Holded

​How to connect to Holded

How to connect to Holded