Stockagile improves its service with the new integration with Holded so you can keep your company's accounting (among other functionalities). This integration allows you to send to Holded the store sales tickets, invoices, proformas and budgets automatically every time they are created or modified in Stockagile.
Requirements to be able to create the integration with Holded
The user must have the role of OWNER. You can see the different types of roles in the section Create or edit a user.
A Holded account is required.
Generate the API Key in Holded
Go to your Holded account
Open your company's drop-down menu up left in your user and go to Settings
In the"More" section click on "Developers", or in the top right search box type"Developers".
Click on the yellow pop-up for "Go to API Keys v1" (this is the option Stockagile uses for the time being, pending a future update). Now click on "New API Key".
In the description popup window that appears type in the"Description: Stockagile Key" to identify that this is going to be the API Key used in Stockagile.
Click on Save.
Now the API Key will appear. Copy with the icon that will appear when you hover the cursor over the API Key its value, and then paste it into Stockagile.
Save API Key in Stockagile
Log in to Stockagile and go to APPLICATIONS via the side menu.
Click on Setting on the Holded application and it will take you to the Configuration section.
In case you have it uninstalled, make sure that the button on the right is active and the text is green to"Installed".
In the pop-up window that has opened, paste the value copied in point 6 above into the API Key field and save.
Next, select which documents you want to send to Holded to manage from there.
The Approve document when creating it in Holded checkbox automatically generates the document when it is imported into Holded.
Once you've selected what you want, click the save button and the integration will be ready to use.
You will see there is an Operations section besides Configuration at the top left. If you click there you will see the whole register of operations sent to Holded, besides having a better register of all those that had an error and did not make it to Holded.
