--- title: "Holded integration: reports, hours and invoices | attendo" description: "Connect attendo to Holded: contacts, products, quotes, orders, payments, projects and hours flow on their own, and Holded still issues your invoices." url: "https://attendo.me/en/integrations/holded" lang: "en" --- # attendo + Holded 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. Status - Through the Holded API, nothing to install - A tag decides what travels - Holded issues and numbers attendo Holded - between attendo and Holded, both ways **Contacts, leads and products** Each record is born where it belongs - from attendo to Holded **Quotes, orders and delivery notes** What is prepared in attendo goes to Holded - from Holded to attendo **Payments, inventory and invoice number** The official data comes back to attendo ## A tax ID copied wrong, an invoice that does not match the report 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 Every copy is a chance for a mistake: a wrong tax ID, an outdated price or an invoice that does not match the service report.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, piece by piece Fifteen areas that you turn on separately, each with its direction, the system that wins and what happens if something is deleted. ### Contacts, leads and pipeline Customers and vendors both ways, the leads from the Holded CRM and the stages of its pipeline. ### Products, warehouses and inventory Products and warehouses both ways. Inventory comes from Holded while the area is turned on. ### Sales and purchase documents Quotes, proformas, orders, invoices, credit notes and purchases, with their lines. Delivery notes travel if you map their type. ### Official number and payments When Holded issues the invoice, its number, series and date come back to attendo. So do the amounts paid and outstanding. ### Projects, tasks and hours Projects, tasks and logged hours, with each person matched to their Holded employee. And calendar appointments and agent tasks, for the types and groups you choose in Settings. ### A tag decides what travels With the filter on, only contacts and products tagged `attendo` in Holded travel. Removing the tag stops syncing without deleting anything. ## What travels, and in which direction 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. What travels between attendo and Holded, in which direction and when | Data | Direction | When | | --- | --- | --- | | Customers, vendors and leads | between attendo and Holded, both ways | Within seconds or in the periodic check | | Products and warehouses | between attendo and Holded, both ways | Within seconds or in the periodic check | | Inventory | from Holded to attendo | While the area is turned on | | Sales and purchase documents | between attendo and Holded, both ways | Within seconds, or when you click “Send to Holded” | | Invoice number, series and date | from Holded to attendo | When Holded issues it | | Payments | from Holded to attendo | Within seconds or in the periodic check | | Projects, tasks, hours and appointments | between attendo and Holded, both ways | Within seconds or in the periodic check | ## How to get started The connector uses the Holded API. We get it live with you, using your account, area by area, reviewing the initial load. Status ### What you need - A Holded account with API access and its API key - To receive changes instantly, a Holded plan with webhooks; otherwise they arrive through the periodic check - For projects and team, those apps turned on in your Holded account **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. ### Step 1 · API key You generate it in Holded and paste it into attendo. Testing the connection shows which parts of Holded it can reach. ### Step 2 · Holded notifications attendo registers the notifications in Holded from its own screen. If your plan does not support them, everything works through the periodic check. ### Step 3 · Initial load Before opening an area with data on both sides, records are matched and doubtful ones are resolved by hand. ### Step 4 · Areas in order Customers and vendors; products and warehouses; documents and payments; then the rest. ## What it does not do - **Accounting and payroll** No journal entries, remittances, bank reconciliation or payroll: they stay in Holded. - **Holded POS, OCR and price lists** The POS, the document inbox with OCR, and price lists or customer-specific prices stay in Holded. - **Attachments and templates** It does not send files to Holded, and the PDF uses the default Holded template. - **Several accounts** Each attendo instance connects to one Holded account. ## What goes with it - [attendo After-Sales](https://attendo.me/en/after-sales-service): Quote, repair and delivery note, with the ERP up to date. - [attendo Field Service](https://attendo.me/en/field-service): Technician reports, hours and materials, never typed twice. - [attendo Projects](https://attendo.me/en/projects): Hours and cost per project, with Holded up to date. - [attendo + REST API](https://attendo.me/en/integrations/rest-api-and-webhooks): For whatever the connector does not cover. [All integrations](https://attendo.me/en/integrations) Every connection, with its real status. ## Frequently asked questions ### Do I need to install anything in Holded? No. Everything goes through the Holded API, and notifications are registered from attendo. ### What if my Holded plan does not include webhooks? It works the same through the periodic check: changes in Holded take minutes instead of seconds. ### Who issues the invoice? 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. ### Will customers be duplicated if I already have data on both sides? 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. Day to day, a company that arrives from Holded and already exists in attendo is linked by its tax ID. If two share it, the link stops. ### Can I pause it on a closing day? Yes. While paused, attendo stops sending and reading, and when you resume it processes everything that piled up. ## Tell us how you work with Holded We will show you what would travel, in which direction, and how the initial load is reviewed with your account. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)