Contacts, leads and pipeline
Customers and vendors both ways, the leads from the Holded CRM and the stages of its pipeline.
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Integration · ERP
For companies that invoice with Holded and run their day-to-day work in attendo. Contacts, catalog, documents, payments, projects, hours and calendar travel area by area, with nothing typed twice.
What it solves
A company that invoices with Holded and operates with attendo ends up copying customers, products and quotes by hand. Every copy is a chance for a mistake: a wrong tax ID, an outdated price or an invoice that does not match the service report.
With the connector, each record is born where it belongs and reaches the other side on its own. You choose the direction for each area. Holded still issues the invoice; attendo prepares the draft and shows the official number.
What it does
Fifteen areas that you turn on separately, each with its direction, the system that wins and what happens if something is deleted.
Customers and vendors both ways, the leads from the Holded CRM and the stages of its pipeline.
Products and warehouses both ways. Inventory comes from Holded while the area is turned on.
Quotes, proformas, orders, invoices, credit notes and purchases, with their lines. Delivery notes travel if you map their type.
When Holded issues the invoice, its number, series and date come back to attendo. So do the amounts paid and outstanding.
Projects, tasks and logged hours, with each person matched to their Holded employee. And calendar appointments.
With the filter on, only contacts and products tagged attendo in Holded travel. Removing the tag stops syncing without deleting anything.
What travels
Changes in attendo go out within seconds. Changes in Holded arrive instantly if your plan includes webhooks and, if not, in a check every 5 minutes.
| Data | Direction | When |
|---|---|---|
| Customers, vendors and leads | Directionbetween attendo and Holded, both ways | WhenWithin seconds or in the periodic check |
| Products and warehouses | Directionbetween attendo and Holded, both ways | WhenWithin seconds or in the periodic check |
| Inventory | Directionfrom Holded to attendo | WhenWhile the area is turned on |
| Sales and purchase documents | Directionbetween attendo and Holded, both ways | WhenWithin seconds, or when you click “Send to Holded” |
| Invoice number, series and date | Directionfrom Holded to attendo | WhenWhen Holded issues it |
| Payments | Directionfrom Holded to attendo | WhenWithin seconds or in the periodic check |
| Projects, tasks, hours and appointments | Directionbetween attendo and Holded, both ways | WhenWithin seconds or in the periodic check |
Getting started
The connector uses the Holded API. We get it live with you, using your account, area by area, reviewing the initial load.
Status Available
Typical effort. The technical part takes hours. What takes time is choosing which system wins in each area, cleaning up duplicates and reviewing the log during the first week.
You generate it in Holded and paste it into attendo. Testing the connection shows which parts of Holded it can reach.
attendo registers the notifications in Holded from its own screen. If your plan does not support them, everything works through the periodic check.
Before opening an area with data on both sides, records are matched and doubtful ones are resolved by hand.
Customers and vendors; products and warehouses; documents and payments; then the rest.
Honesty
No journal entries, remittances, bank reconciliation or payroll: they stay in Holded.
The POS, the document inbox with OCR, and price lists or customer-specific prices stay in Holded.
It does not send files to Holded, and the PDF uses the default Holded template.
Each attendo instance connects to one Holded account.
Keep going
All integrations Every connection, with its real status.
Frequently asked questions
No. Everything goes through the Holded API, and notifications are registered from attendo.
It works the same through the periodic check: changes in Holded take minutes instead of seconds.
Holded, with its number, series and date. attendo is not an ERP or accounting software: it prepares the draft, copies the official data and locks the document.
No, if you run the initial load before opening the area. It matches by tax ID, email or code, and doubtful cases are never linked on their own.
Yes. While paused, attendo stops sending and reading, and when you resume it processes everything that piled up.
Request a demo
We will show you what would travel, in which direction, and how the initial load is reviewed with your account.
Would you rather talk first?