AdvanceCM can be connected with Holded.com to synchronize invoice records between the two systems.
Once the integration is connected, invoices created or updated in AdvanceCM can be synchronized to Holded.com. Invoice synchronization can be performed manually or automatically when an invoice is updated in AdvanceCM.
Important: Once an invoice has been approved in Holded.com, AdvanceCM cannot synchronize further updates to that invoice. Any changes made to the invoice in AdvanceCM after it has been approved in Holded.com will not be synced to Holded.com.
Connect Holded.com with AdvanceCM
To connect Holded.com:
Log in to your AdvanceCM account.
Navigate to the Integrations section.
Locate Holded.com.
Select Connect.
5. Enter API Key which you can get from your Holded.com account.
6. Once authorization is completed, the Holded.com integration will be connected to AdvanceCM.
After the connection is established, you can synchronize invoice records from AdvanceCM to Holded.com.
How to access API Keys from Holded.com?
Go to your Holded.com Settings Page and select developer section
Now select Credentials section and create new API Key
While creating API Keys, make sure to give this permission access as Full (Sales-> Invoices, Contacts)
Created API Key will look like this
Invoice Synchronization
AdvanceCM supports two ways to synchronize invoices with Holded.com:
Manual Invoice Sync
You can manually synchronize an invoice from AdvanceCM to Holded.com when required.
Use manual synchronization when you want to control exactly when an invoice is sent or when you need to synchronize an existing invoice.
Click on Schedule Export button
It will load invoices in overlay. Now select checkboxes and then click "Export Selected" button and all the selected invoice information from AdvanceCM will be sent to Holded.com during the synchronization process.
Automatic Invoice Sync
AdvanceCM can also automatically synchronize an invoice whenever the invoice record is updated in AdvanceCM.
This allows changes made to an invoice in AdvanceCM to be automatically sent to Holded.com without requiring you to manually trigger synchronization each time.
For example:
An invoice is created in AdvanceCM.
The invoice is synchronized with Holded.com.
The invoice is updated in AdvanceCM.
AdvanceCM automatically sends the updated invoice information to Holded.com.
Data Mapping from AdvanceCM to Holded.com
AdvanceCM Paid Invoices will be mapped into Payments module in Holded.com
AdvanceCM unpaid or overdue Invoices will be mapped into Invoices module in Holded.com.
AdvanceCM Cancelled Invoices will be mapped as "Credit Note" into Holded.com
Important: Approved Invoices
Once an invoice has been approved in Holded.com, it can no longer be updated through AdvanceCM synchronization.
This means:
Before approval in Holded.com, invoice updates from AdvanceCM can be synchronized.
After approval in Holded.com, further changes made in AdvanceCM will not be synchronized to that invoice in Holded.com.
If an approved invoice needs to be changed, the change must be handled directly in Holded.com according to its invoice management rules.
Example
An invoice for €500 is created in AdvanceCM and synchronized to Holded.com.
Later, the invoice is updated in AdvanceCM to €550.
If the invoice has not yet been approved in Holded.com, the updated amount can be synchronized.
If the invoice has already been approved in Holded.com, the €550 update will not be synchronized.
Therefore, make sure invoices are reviewed and finalized before approving them in Holded.com.
Disconnect Holded.com
To disconnect the integration:
Go to Integrations in AdvanceCM.
Locate Holded.com.
Select Disconnect button available on bottom left corner.
4. Confirm the disconnection by clicking "Yes Proceed" button
After disconnecting, AdvanceCM will no longer synchronize invoice updates with your connected Holded.com account.