Documentation/ ERP integrations/ Holded
Holded
With the Holded connection, the invoices Dijit.app has read are recorded in your accounts with their lines, their taxes and the original PDF attached, without keying them again.
Account › Parameters › Holded · and the invoice list › Send to Holded
On this page
First time: connecting the account
- In Holded, get your account's API key.
- In Dijit.app, go to Parameters, the Holded section.
- Paste the key and save.
- Press Test connection. If all is well, it tells you at once.
Save before testing. The button checks the key already stored, not the one you have just typed. It is this screen's commonest confusion.
What the test can tell you
| Answer | What it means | What to do |
|---|---|---|
| The connection works | All correct. | You can start sending. |
| The API key is missing | No key is stored yet. | Paste it and save. |
| Holded rejects the key | It was copied wrongly or has been revoked. | Get it from Holded again. |
| The integration is not switched on for this company | It has not been set up. | Write to support. |
| The call quota has run out | Holded limits requests per hour. | Wait a while and try again. |
Day to day: sending
- Go to the invoice list and check the ones you want to send.
- Tick their boxes.
- Press Send to Holded and confirm.
How they arrive in Holded
| Aspect | How it ends up |
|---|---|
| Date | The supplier invoice's date, not the sending's. |
| Status | Not approved, so that you can go over them before posting. |
| Content | With their lines and their taxes. |
| Attachment | The original document, as a PDF. |
Their arriving unapproved is deliberate: the sending does not close the accounting loop, it leaves the invoice ready for somebody to validate in Holded.
The PDF attachment can be switched off with a switch in the parameters. It is on by default.
What is sent and what is not
| Sent | Not sent |
|---|---|
| Purchase invoices | Sales invoices |
| Expense invoices | Delivery notes |
It is a known limitation of the integration, not a setting: sales are not sent.
If the sending comes out partial
You will see how many went in and how many gave trouble. The application says so with those two figures and adds the important instruction:
The ones sent are already in Holded: do not send them again. Correct only the ones that failed and send those once more.
If none goes in, the message is different, saying no invoice was processed and to check the Holded settings, and it points at a connection problem rather than at the documents.
If it warns about the attachments
It can happen that the invoice goes into Holded but the PDF could not be attached. In that case a specific attachments warning appears, saying on how many invoices it happened.
The invoice is properly recorded. The warning refers only to the file. There is no need to send it again: that would duplicate the invoice in Holded.
If the attachment is essential, it can be uploaded by hand in Holded from the original document downloaded from Dijit.app.
Things that come up
| What you see | Why | What to do |
|---|---|---|
| The test fails right after pasting the key | It tests the stored key, not the typed one. | Save and test again. |
| Holded rejects a key that used to work | It has been revoked or has expired in Holded. | Generate a new one, paste it, save and test. |
| The sending comes back with the quota used up | A lot of calls have been made in a short time. | Wait and try again. Moderate batches are worth sticking to. |
| Sales invoices do not appear in Holded | They are not sent: the integration covers purchases and expenses. | Handle sales another way. |
| An invoice is in Holded without its PDF | Only the attachment failed. | Upload it by hand in Holded. Do not send the invoice again. |