Articles on: Integrations

Holded - Connect and send documents

Connect Holded with haddock to send purchase invoices from Documents without exporting a file and uploading it manually.


What this integration does


When you send documents to Holded, haddock:


  1. Creates the purchase document in Holded.
  2. Uses the Holded supplier that matches the same VAT/NIF/CIF as the supplier in haddock.
  3. Sends the document date, invoice number, amounts, and taxes.
  4. Attaches the document PDF in Holded.
  5. Adds an internal note in Holded with the link to the document in haddock.
  6. Shows the sending status in the Accounting column of the documents table.


The integration does not create suppliers in Holded. If the supplier does not exist there, create it in Holded first with the same VAT/NIF/CIF.


Before you start


You need:


  • A Holded account with access to API settings.
  • A Holded API key with permission to read contacts and create purchase documents with attachments.
  • Permission to manage integrations in haddock.
  • Suppliers created in Holded with the same VAT/NIF/CIF they have in haddock.
  • Invoice-type documents that are already processed or created manually, with a date, amounts, and an available PDF.


If you do not see the Holded option in haddock, contact support.


Connect Holded


  1. Open the restaurant profile in haddock.
  2. Go to Integrations.
  3. Find ERP integrations and select Holded.
  4. Click Connect.
  5. In the connection window, open the link to create your Holded API key.
  6. Copy the Holded API key and paste it into haddock.
  7. Click Connect.


When the connection is complete, Holded will appear as Connected. From View details, you can review the connection, update the API key, or disconnect Holded.


Send documents to Holded


  1. Go to Documents.
  2. Select the documents you want to send or apply filters to prepare the list.
  3. Click Send to Holded. You can also find this option inside the Export menu.
  4. Review the precheck before sending.
  5. If there are blocked documents, fix the issues shown.
  6. Click Send documents.


If you selected documents and there are also more documents visible through the current filters, haddock lets you choose between:


  • Selected documents: sends only the documents you selected.
  • All filtered documents: sends all documents that match the current filters.


Sending all filtered documents is limited to 300 documents per operation.


How to read the precheck


Before sending, haddock groups documents into several statuses:


  • Ready to send: these documents can be sent to Holded.
  • Already sending: these documents are already being sent.
  • Already sent: these documents were already sent to Holded.
  • Supplier not found: the supplier is missing, the VAT/NIF/CIF is missing, or the supplier does not exist in Holded with that identifier.
  • Not eligible: the document is missing a date, PDF, or amounts; the document is not processed yet; or the document type is not supported.
  • Setup issue: the Holded connection or API key permissions need to be reviewed.


For documents with supplier issues, haddock shows the supplier and VAT/NIF/CIF so you can copy it and create or correct it in Holded.


Statuses after sending


In the Accounting column, you can see:


  • Not sent: the document has not been sent yet.
  • Sending: the send is in progress.
  • Sent: the document was created in Holded successfully.
  • Sent with warning: the document was created in Holded, but there was an issue with the PDF attachment.
  • Error: Holded could not process the document or some data needs to be fixed.


When the document has a Holded reference, the document actions menu shows View in Holded.


If a document that was already sent from Haddock is later deleted directly in Holded, Haddock can detect it the next time you prepare a Holded send. The document will stop appearing as sent, will show an error explaining that it no longer exists in Holded, and can be sent again from Haddock.


Limitations


  • Only purchase invoices can be sent.
  • Credit notes or negative amounts are sent as purchase refunds.
  • Sending is manual: you select documents or filters and confirm the send.
  • Bulk sending by filters supports up to 300 documents.
  • haddock does not create suppliers in Holded.
  • Supplier matching depends on VAT/NIF/CIF.
  • haddock can update sent documents in Holded if they remain compatible and the supplier still exists with the same VAT/NIF/CIF.
  • haddock does not overwrite Holded notes or messages when updating a document. Notes created directly in Holded are preserved.
  • haddock does not delete documents in Holded.
  • If a document appears as sent with warning, it may already exist in Holded even if the PDF was not attached correctly.


Difference from exporting in Holded format


This integration sends documents directly to Holded. It is different from the Holded-format export, which downloads an Excel or CSV file that you upload manually.


If you prefer working with a file, you can use the document export option in Holded format.


If something fails


First check:


  • Holded is still connected in ERP integrations.
  • The API key has permission to upload documents.
  • The supplier exists in Holded with the same VAT/NIF/CIF.
  • The document is a processed or manual invoice.
  • The document has a date, amounts, and PDF.


If you need help, send support:


  • Restaurant name.
  • Document number or link in haddock.
  • Supplier and VAT/NIF/CIF.
  • Status shown in the Accounting column.
  • Screenshot of the precheck or error message.

Updated on: 09/05/2026

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