How do I connect Holded to my company's sales and bookings?

How do I connect Holded to my company's sales and bookings?

Kapta · 15/09/2026

Define which data should reach Holded and which system owns each operational stage. Customers, sales, payments and documents need shared references for reconciliation.

Does Holded provide an API?

Yes. Its official developer page introduces the API and integration options. API availability does not automatically confirm compatibility with every module and workflow in your account. Holded developer information.

Which fields should be mapped?

Identify the billing entity, contacts, products or services, currency and sales reference. If you operate across countries, identify the company responsible for each transaction. Customer currency alone does not determine which company should invoice.

How can inconsistent data be avoided?

Choose where master data is corrected. If an address can change in both source and destination, define which change takes priority. Preserve document references so an update is not mistaken for a new issue.

What should the Kapta request include?

The source platform, Holded modules and examples of a sale and correction. Request validation of the complete journey, including failed or pending operations. Tax rules should be confirmed for the issuing company.

Next step

Explore the Kapta solution and describe your project.