Accounting
Holded
General Information
Website: https://www.holded.com/
Software type: Solution as a Software (Saas)
Geography: 🇪🇸 Spain
Introduction
Holded is a cloud-based accounting solution designed to simplify invoicing, expense tracking, and financial reporting for small and medium-sized businesses.
Configure Holded
Prerequisite(s) There are no prerequisite to enable Holded on your Chift APP.
Process Activate the Holded integration on the Chift platform.
Test Holded
To test the software integration, you can create a free trial account here
Connect Holded
To activate a connexion with Holded, users will have to go through the following steps.
-
Spanish article: Help Center - Holded ES
-
English article: Help Center - Holded EN
Coverage
Holded coverage
/clients Live
/clients Live
/clients/{client_id} Live
/clients/{client_id} Live
/suppliers Live
/suppliers Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/invoices Live
/invoices/multi-analytic-plans Live
/invoices/type/{invoice_type} Live
/invoices/multi-analytic-plans/type/{invoice_type} Live
/invoices/{invoice_id} Live
/invoices/multi-analytic-plans/{invoice_id} Live
/accounts Live
/journal/entries Live
/journal/entries Live
/journal/entries/multi-analytic-plans Live
/journal/entries/{journal_entry_id} Live
/journal-entries Live
/journals Live
/journal Live
/vat-codes Live
/invoices/pdf/{invoice_id} Live
/attachments Live
/chart-of-accounts Live
/chart-of-accounts/balance Live
/employees Live
/folders On request
/bookyears On request
/analytic-plans On request
/bank-accounts On request
/analytic-accounts On request
/analytic-accounts On request
/analytic-accounts/multi-analytic-plans/{analytic_plan} On request
/analytic-accounts/{analytic_account_id} On request
/analytic-accounts/{analytic_account_id} On request
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} On request
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} On request
/analytic-accounts/multi-analytic-plans On request
/invoices/id/{invoice_id}/payments On request
/miscellaneous-operation On request
/miscellaneous-operation On request
/miscellaneous-operation/{operation_id} On request
/matching On request
/matching-multiple On request
/financial-entry On request
/financial-entries On request
/outstandings On request
/export-fec On request
Specific errors for Holded:
| Error Code | Error description | Resolution |
|---|---|---|
| ERROR_PARTNER_NOT_CONFIGURED | The client/supplier ‘XXX’ is not linked to an account. | Configure the client/supplier accordingly. |
| ERROR_UNSUPPORTED_BODY | Holded requires the account_number to be exactly 4 digits (prefix), the full account number is then returned. | Only provide a 4-digit prefix as account number, full account number can only be set through their interface. |
| ERROR_UNSUPPORTED_BODY | The account number prefix is invalid. | The account number prefix does not exist in the system’s chart of accounts. |
| ERROR_UNSUPPORTED_QUERY_PARAMETER | Unsupported entry line type ‘line_type’. | N/A |
| ERROR_UNSUPPORTED_BODY | Holded does not support journal of types ‘journal_type’. | N/A |
| ERROR_UNSUPPORTED_QUERY_PARAMETER | Attachments are only retrievable for invoices. | N/A |
| ERROR_UNSUPPORTED_QUERY_PARAMETER | Can not retrieve account balances for periods greater than a year. | N/A |