Would you like to make a custom integration between Holded and another "application" that you use in your company? With Holded's API (Application Program Interface) you can integrate different sections of the Invoicing , CRM, Projects and Team APPS .
Computer expert: Integrations via API must be done by a specialized computer technician. In case you need an integration, you should consult with an IT consultant or a computer specialist from your company.
1) What is an API for?
To understand it easily, the API allows you to give "orders" to execute actions in Holded without having to do it manually by accessing Holded. It can be a command to "create" or "download" information.
For example, through API it is possible to configure that every time a sales ticket is generated in your POS (Point of Sale Terminal), a ticket is automatically created in Holded and you should not import the tickets later by excel in Holded.
1) Create the API Key in Holded
- Click on your company name (upper right corner)
- Click on the Settings section (cogwheel)
- Access the "System" section
- Access the "Developers" section
- Click the "New Api Key" button
In order to use the Holded API you must first create your own password, which will serve to identify your account and Holded identify in which account the information you will send via API must transfer.
When accessing the developers section, click on the " New API Key " button, add a name and you will have the key created. An alphanumeric code will be generated that will be the one you must use in your API integration.
2) Consult the API documentation
- Access Holded API documentation
Once you have generated the "API Key" you should consult the Holded sections that are available for integration.
- Invoice numbering lines
- Spending accounts
- Sales channels
- Payments & Collections
- Schedule Control
- Time control
3) Make tests using "Postman"
- Download the "Postman" test application
Before performing the API integration, the technicians in charge can carry out tests through Postman to verify that the functionalities they need are operational.
In the event that everything works correctly , you could already start integrating to fully automate the use of Holded!