Holded Integration — Automate Your Accounting
We connect Holded with your business ecosystem via its REST API. Invoice automation, bank reconciliation, data synchronization and custom reporting that eliminates manual work from your finance department.
What we do with Holded
Automation and extension of Holded through custom development on its API.
Invoice automation
Automatic invoice generation from e-commerce, CRM or management system orders. Sequential numbering, tax calculation, automatic email delivery and accounting entry.
Bank reconciliation
Custom reconciliation rules that automatically match bank movements with invoices and payments. Reduce reconciliation time from hours to minutes.
Custom reporting
Advanced financial reports that combine Holded data with information from other systems. P&L dashboards, cash flow, accounts aging and custom financial KPIs.
Data synchronization
Bidirectional sync of contacts, products, inventory and documents between Holded and your CRM, e-commerce or ERP. Data always up-to-date across all systems.
REST API integration
Custom connectors that use Holded REST API to create, read, update and delete data. Webhooks to react to events in real time.
Real-world Holded integration scenarios
Each tab shows which system triggers the flow, what the connector does and what ends up recorded in Holded.
E-commerce + Holded
Every confirmed order in Shopify or WooCommerce automatically generates an invoice in Holded, updates inventory and records the payment. Zero manual data entry.
CRM + Invoicing
When a deal closes in your CRM (HubSpot, Salesforce), a quote or invoice is automatically generated in Holded with the client data and product lines.
Advanced recurring billing
Automated recurring invoices with custom logic: prorations, volume discounts, usage-based billing and SEPA bank remittance generation.
Executive financial dashboard
Dashboards combining Holded data with CRM and operational metrics for a 360-degree view of your company financial health in real-time.
What happens when an order comes in
The store sends a webhook. The connector looks up the customer by VAT ID so it is not duplicated, creates the invoice with its series and VAT, deducts the units of each SKU and records the payment with the order's payment method.
If Holded does not respond, the order is not lost: it is retried and every step goes to a log the finance team can check. What you see on the right is that log, with a sample order.
$ POST /webhooks/shopify/orders/paid{ "order": "#4821", "customer": "Example Ltd", "lines": 3, "total": 148.20}→ holded.contacts.find VAT ID already exists, reused→ holded.invoices.create F2026-0917 · VAT 21 %→ holded.products.stock REF-220 · -3 units→ holded.payments.create 148.20 EUR · card✓ invoice, stock and payment recorded in 1.2 s# if Holded does not respond, the order is retried and every step is loggedOther integrations
Frequently asked questions about Holded
Can I integrate Holded with my online store?
Does Holded have an API for integrations?
How much does a Holded integration cost?
Can I migrate from Holded to another ERP?
Automate your accounting with Holded
We help you connect Holded with your systems and automate the financial processes consuming your team's time.
Tell us your challenge. We'll propose a solution.
No commitment. Within 24 hours, you'll receive a proposal with scope, timeline and budget. No fine print.