Holded API Essential Guide

What type of API does Holded provide?

Based on the search results provided, there is no specific information about what type of API Holded uses. The search results contain general information about different API types like REST, SOAP, GraphQL, and gRPC, but do not mention Holded specifically.

To answer this question accurately, we would need to look at Holded's official API documentation or developer resources. Without that information, I cannot definitively state what type of API Holded uses.

The most common API types discussed in the search results are REST, SOAP, GraphQL, and gRPC. REST APIs are very popular for web services due to their simplicity and flexibility. GraphQL is gaining popularity, especially for complex data models. SOAP is an older protocol but still used in some enterprise environments.

To determine the API type for a specific service like Holded, always refer to the official API documentation provided by the company. If the API type is not explicitly stated, look for clues in the API structure, request/response formats, and endpoints. Contact the company's developer support if the API type is not clear from the available documentation.

Without specific information about Holded's API, I cannot provide a definitive answer to the question. To get accurate information, you would need to consult Holded's official API documentation or contact their developer support team.

Does the Holded API have webhooks?

Based on the search results provided, there is no specific information about webhooks for the official Holded API. The search results do not contain any details about Holded's API webhooks or event types.

The search results primarily discuss webhooks in the context of other systems like Preservica and Authorize.Net, but do not mention Holded.

To accurately answer your question about whether the official Holded API has webhooks and what events can be subscribed to, we would need to consult Holded's official API documentation or developer resources. The information provided in the search results is not sufficient to make any claims about Holded's API webhook capabilities.

If you need specific information about Holded's API webhooks, I recommend:

1. Checking Holded's official API documentation
2. Contacting Holded's developer support directly
3. Looking for any developer forums or communities specific to Holded

Without access to Holded-specific information, I cannot provide a definitive answer to your question about their API webhooks and event types.

Rate Limits and other limitations

Based on the search results provided, there is no specific information about the API rate limits for the Holded API. The search results do not contain any details about rate limiting for Holded's API.

To summarize the key points:

1. The search results include general information about the Holded API, but do not mention rate limits.

2. There is no direct answer to the question about Holded API rate limits in the provided sources.

3. The search results contain information about rate limits for other APIs (like Okta and Dwolla), but these are not applicable to Holded.

Given the lack of specific information, I cannot provide details on the API rate limits for Holded. If you need this information, I would recommend:

• Checking the official Holded API documentation directly
• Contacting Holded support to inquire about their API rate limits
• Looking for any headers in API responses that might indicate rate limit information when making requests

It's common for APIs to have some form of rate limiting, but without official documentation, I cannot speculate on what Holded's specific limits might be.

Latest API Version

Based on the search results, I could not find a specific mention of the most recent version of the Holded API. However, here are the key points regarding the Holded API:

API Overview

• Holded provides a REST API that uses HTTP response codes and returns metadata in JSON format.
• All "List" methods (GET) are paginated.
• All requests are validated against an API key.

Authentication

• The Holded API uses API keys for authentication.
• To generate an API key:
  1. Go to Menu > Settings > Developers
  2. Click "New API Key"
  3. Enter a description for the key
  4. Click Save
  5. Copy the generated alphanumeric code

API Documentation

• The API documentation is available at https://developers.holded.com.
• It covers various sections including Billing, CRM, Projects, Team, and Accounting.

API Usage

• The base URL for API requests is https://api.holded.com.
• All API requests must be made over HTTPS.
• The Content-type should be set to application/json.
• The API key should be included in the header as "key: [your_api_key]".

Best Practices

• Before final integration, it's recommended to test using Postman.
• When working with the API, ensure you're using HTTPS and including the API key in the header.

While I couldn't find information on the most recent version, the API documentation should provide the most up-to-date information on endpoints and functionality. If you need specific version information, you may want to check the official Holded developer portal or contact their support directly.

How to get a Holded developer account and API Keys?

To get a developer account for Holded and create an API integration, you need to follow these steps:

1. Generate an API Key:

• Log in to your Holded account
• Go to Menu > Settings in the top right corner
• In the More section, click on Developers
• Click "+ New API Key"
• Enter a name/description for the key (e.g. the name of the application you want to integrate)
• Click Save
• Copy the generated alphanumeric code

2. Consult the API documentation:

• Go to Menu > Settings > Developers
• Click "API Documentation"
• Review the available sections and actions you can integrate with, such as Billing, CRM, Projects, etc.

3. Test using Postman:

• Download and install Postman
• Use Postman to test the API functionalities you need before doing the final integration

Key points to consider:

• You need an existing Holded account to access the developer features
• The API key allows you to identify your Holded account and transfer information between applications
• Store the API key securely as it provides access to your account data
• Review the full API documentation to understand all available endpoints and data you can access

Best practices:

• Use a descriptive name for your API key related to its purpose
• Test thoroughly with Postman before implementing in production
• Secure your API key and don't share it publicly
• Follow Holded's API usage guidelines and rate limits

By following these steps, you'll be able to set up a developer account and start integrating with Holded's API. Let me know if you need any clarification or have additional questions!

What can you do with the Holded API?

Based on the search results, here is a list of the key data models you can interact with using the Holded API, along with what is possible for each:

Billing

• Contacts: Create, read, update contacts
• Contact Groups: Manage contact groupings
• Products: Manage product catalog
• Warehouses: Handle inventory locations
• Taxes: Configure tax rates and rules
• Treasury: Manage financial accounts
• Numbering Lines: Set up document numbering
• Expense Accounts: Track expense categories
• Sales Channels: Configure sales channels
• Payments: Process and track payments
• Documents: Create and manage invoices, quotes, etc.
• Remittances: Handle remittance documents
• Services: Manage service offerings

CRM

• Funnels: Set up sales funnels
• Events: Track customer interactions and events
• Leads: Manage sales leads

Projects

• Projects: Create and manage projects
• Tasks: Assign and track project tasks
• Time Records: Log time spent on projects

Team

• Employees: Manage employee records
• Timekeeping: Track employee time and attendance

Accounting

• Journal: Record accounting transactions
• Chart of Accounts: Manage account structure

Other capabilities

• Create and send emails with documents
• Update invoices
• Sync data with other systems (e.g. Google Sheets)
• Get notifications on new records (e.g. new contacts, invoices)

The API allows for comprehensive management of business data across sales, accounting, projects, and team management functions. Developers can use it to automate workflows, sync data between systems, and build custom integrations with Holded's platform.