Holded is a Splynx accounting add-on, which allows you to integrate your customers as well as their invoices, credit notes, payments with the Holded cloud-based accounting and business management software.
To enable this accounting integration, please, contact our support team: firstname.lastname@example.org
To initiate the integration process, you need to have an account on the Holded website at https://app.holded.com/
Choose an already existing organization or create a new one:
In Splynx, go to Config → Integrations → Add-ons, find "splynx-holded" and click on the Install button in the Actions column:
Confirm the installation by clicking the
Ok, confirm button:
After successfully installing the add-on, navigate to Config → Integrations → Modules list and find the module called "splynx_holded_accounting". Then, click the Edit (Config) button to configure the add-on:
Enter the Holded auth API key in the API key field:
You can run automatic (daily) export of each type enabling Cron:
You can also access the configuration menu for the Holded add-on by clicking the
Module Config button under Finance → Holded Accounting:
When it's done, navigate to Finance → Holded Accounting to import mapping settings into Splynx:
Then load accounting bank accounts under Finance → Accounting bank accounts:
Load button to start the loading process:
Reload bank accounts after making changes in the accounting software.
You can load accounting categories under Finance → Accounting categories:
Load categories button to start the loading process:
Reload categories after making changes in the accounting software.
There is a Holded accounting menu under Finance → Holded Accounting where you can perform the Holded manual accounting synchronization:
Here, you can export customers, invoices, credit notes, and payments to Holded:
You can view logs for each type of accounting integration (Customers, Invoices, Credit notes, and Payments) under Administration → Logs → Accounting integrations:
You can also access the logs by clicking the
Synchronization logs button under Finance → Holded Accounting: