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La versió anterior està obsoleta però segueix disponible per a integracions existents.

Veure docs v1

Referència de l'API

Referència completa de l'API REST de Holded. Tots els endpoints utilitzen JSON i requereixen autenticació amb Bearer token.

🔒

Autenticació

Bearer <api-key>
{ }

Especificacions OpenAPI

openapi.json

Comptabilitat

Comptabilitat

Pla de comptes i assentaments comptables

4 endpoints
POST/api/v2/ledger-entriesGET/api/v2/accounting-accountsPOST/api/v2/accounting-accountsGET/api/v2/ledger-entries

Comptes de despeses

Gestió de comptes de despeses

5 endpoints
GET/api/v2/expenses-accountsPOST/api/v2/expenses-accountsGET/api/v2/expenses-accounts/{expensesAccountId}PUT/api/v2/expenses-accounts/{expensesAccountId}DELETE/api/v2/expenses-accounts/{expensesAccountId}

Pagaments

Mètodes de pagament i cobraments

5 endpoints
POST/api/v2/paymentsPUT/api/v2/payments/{paymentId}GET/api/v2/paymentsGET/api/v2/payments/{paymentId}DELETE/api/v2/payments/{paymentId}

Compres

Factures de compra a proveïdors

14 endpoints
POST/api/v2/purchasesPOST/api/v2/purchases/{purchaseId}/approvePOST/api/v2/purchases/{purchaseId}/paymentsPUT/api/v2/purchases/{purchaseId}PUT/api/v2/purchases/{purchaseId}/pipelineGET/api/v2/purchasesGET/api/v2/purchases/{purchaseId}/attachmentsGET/api/v2/purchases/{purchaseId}GET/api/v2/purchases/{purchaseId}/attachments/{attachmentId}DELETE/api/v2/purchases/{purchaseId}POST/api/v2/purchases/{purchaseId}/attachmentsPOST/api/v2/purchases/refundGET/api/v2/purchases/refund/{purchaseRefundId}GET/api/v2/purchase-refunds

Impostos

Configuració d'impostos

2 endpoints
GET/api/v2/taxesGET/api/v2/taxes/keys-by-country

Tresoreria

Comptes bancaris

Gestió de comptes bancaris

10 endpoints
POST/api/v2/treasury/accounts/{id}/archivePOST/api/v2/treasury/accounts/{bankingAccountId}/bank-movementsGET/api/v2/treasury/accountsPOST/api/v2/treasury/accountsGET/api/v2/treasury/accounts/{id}PUT/api/v2/treasury/accounts/{id}DELETE/api/v2/treasury/accounts/{id}GET/api/v2/treasury/accounts/{id}/bank-movementsGET/api/v2/treasury/accounts/{id}/cash-movementsPOST/api/v2/treasury/accounts/{bankingAccountId}/bank-movements/{movementId}/reconcile

Mètodes de pagament

Configuració i gestió de mètodes de pagament

5 endpoints
POST/api/v2/payment-methodsPUT/api/v2/payment-methods/{paymentMethodId}DELETE/api/v2/payment-methods/{paymentMethodId}GET/api/v2/payment-methodsGET/api/v2/payment-methods/{paymentMethodId}

Remeses

Remeses de cobrament i pagament

2 endpoints
GET/api/v2/treasury/remittancesGET/api/v2/treasury/remittances/{remittanceId}

Previsions de facturació

Previsions de facturació per a la planificació del flux de caixa vinculades a pressupostos i comandes de compra

5 endpoints
POST/api/v2/treasury/cashflow/invoicing-forecastsPUT/api/v2/treasury/cashflow/invoicing-forecasts/{forecastId}GET/api/v2/treasury/cashflow/invoicing-forecastsGET/api/v2/treasury/cashflow/invoicing-forecasts/{forecastId}DELETE/api/v2/treasury/cashflow/invoicing-forecasts/{forecastId}

Vendes

Factures

Factures de venda a clients

18 endpoints
POST/api/v2/invoicesPOST/api/v2/invoices/{invoiceId}/approvePOST/api/v2/invoices/{invoiceId}/paymentsPOST/api/v2/invoices/{invoiceId}/sendPUT/api/v2/invoices/{invoiceId}PUT/api/v2/invoices/{invoiceId}/pipelineGET/api/v2/invoicesGET/api/v2/invoices/{invoiceId}/attachmentsGET/api/v2/invoices/{invoiceId}GET/api/v2/invoices/{invoiceId}/attachments/{attachmentId}GET/api/v2/invoices/{invoiceId}/pdfDELETE/api/v2/invoices/{invoiceId}POST/api/v2/invoices/{invoiceId}/attachmentsPOST/api/v2/invoices/bulk/cancelPOST/api/v2/invoices/bulk/approvePOST/api/v2/invoices/{invoiceId}/cancelGET/api/v2/invoices/find-by-numberDELETE/api/v2/invoices

Factures recurrents

Gestió de factures recurrents

7 endpoints
POST/api/v2/recurring-invoicesPOST/api/v2/recurring-invoices/{invoiceRecurringId}/skipPUT/api/v2/recurring-invoices/{invoiceRecurringId}GET/api/v2/recurring-invoicesGET/api/v2/recurring-invoices/{invoiceRecurringId}GET/api/v2/recurring-invoices/{invoiceRecurringId}/scheduleDELETE/api/v2/recurring-invoices/{invoiceRecurringId}

Tiquets de venda

Albarans i tiquets de venda

13 endpoints
POST/api/v2/sales-receipts/{salesReceiptId}/approveGET/api/v2/sales-receipts/{salesReceiptId}/attachmentsPOST/api/v2/sales-receipts/{salesReceiptId}/attachmentsGET/api/v2/sales-receiptsPOST/api/v2/sales-receiptsPOST/api/v2/sales-receipts/{salesReceiptId}/paymentsGET/api/v2/sales-receipts/{salesReceiptId}PUT/api/v2/sales-receipts/{salesReceiptId}DELETE/api/v2/sales-receipts/{salesReceiptId}GET/api/v2/sales-receipts/{salesReceiptId}/attachments/{attachmentId}GET/api/v2/sales-receipts/{salesReceiptId}/pdfPOST/api/v2/sales-receipts/{salesReceiptId}/sendPUT/api/v2/sales-receipts/{salesReceiptId}/pipeline

Rectificatives de venda

Rectificatives de tiquets de venda

13 endpoints
POST/api/v2/receipt-notes/{receiptNoteId}/approvePOST/api/v2/receipt-notes/{receiptNoteId}/attachmentsPOST/api/v2/receipt-notesPOST/api/v2/receipt-notes/{receiptNoteId}/paymentsPOST/api/v2/receipt-notes/{receiptNoteId}/sendPUT/api/v2/receipt-notes/{receiptNoteId}PUT/api/v2/receipt-notes/{receiptNoteId}/pipelineGET/api/v2/receipt-notes/{receiptNoteId}/attachmentsGET/api/v2/receipt-notesGET/api/v2/receipt-notes/{receiptNoteId}GET/api/v2/receipt-notes/{receiptNoteId}/attachments/{attachmentId}GET/api/v2/receipt-notes/{receiptNoteId}/pdfDELETE/api/v2/receipt-notes/{receiptNoteId}

Pressupostos

Pressupostos i propostes comercials

14 endpoints
POST/api/v2/estimatesPOST/api/v2/estimates/{estimateId}/acceptPOST/api/v2/estimates/{estimateId}/rejectPOST/api/v2/estimates/{estimateId}/sendPUT/api/v2/estimates/{estimateId}PUT/api/v2/estimates/{estimateId}/pipelineGET/api/v2/estimatesGET/api/v2/estimates/{estimateId}DELETE/api/v2/estimates/{estimateId}GET/api/v2/estimates/{estimateId}/attachmentsPOST/api/v2/estimates/{estimateId}/attachmentsPOST/api/v2/estimates/{estimateId}/approveGET/api/v2/estimates/{estimateId}/attachments/{attachmentId}GET/api/v2/estimates/{estimateId}/pdf

Proformes

Factures proforma

12 endpoints
POST/api/v2/proformas/{proformaId}/approveGET/api/v2/proformas/{proformaId}/attachmentsPOST/api/v2/proformas/{proformaId}/attachmentsGET/api/v2/proformasPOST/api/v2/proformasGET/api/v2/proformas/{proformaId}PUT/api/v2/proformas/{proformaId}DELETE/api/v2/proformas/{proformaId}GET/api/v2/proformas/{proformaId}/attachments/{attachmentId}GET/api/v2/proformas/{proformaId}/pdfPOST/api/v2/proformas/{proformaId}/sendPUT/api/v2/proformas/{proformaId}/pipeline

Factures rectificatives

Factures rectificatives i abonaments

13 endpoints
POST/api/v2/credit-notesPOST/api/v2/credit-notes/{creditNoteId}/approvePOST/api/v2/credit-notes/{creditNoteId}/paymentsPOST/api/v2/credit-notes/{creditNoteId}/sendPUT/api/v2/credit-notes/{creditNoteId}PUT/api/v2/credit-notes/{creditNoteId}/pipelineGET/api/v2/credit-notesGET/api/v2/credit-notes/{creditNoteId}DELETE/api/v2/credit-notes/{creditNoteId}GET/api/v2/credit-notes/{creditNoteId}/attachmentsPOST/api/v2/credit-notes/{creditNoteId}/attachmentsGET/api/v2/credit-notes/{creditNoteId}/attachments/{attachmentId}GET/api/v2/credit-notes/{creditNoteId}/pdf

Serveis

Catàleg de serveis

5 endpoints
POST/api/v2/servicesPUT/api/v2/services/{serviceId}GET/api/v2/servicesGET/api/v2/services/{serviceId}DELETE/api/v2/services/{serviceId}

Canals de venda

Canals de venda i distribució

5 endpoints
POST/api/v2/sales-channelsPUT/api/v2/sales-channels/{salesChannelId}GET/api/v2/sales-channelsGET/api/v2/sales-channels/{salesChannelId}DELETE/api/v2/sales-channels/{salesChannelId}

Sèries de numeració

Sèries de numeració per a documents

4 endpoints
POST/api/v2/numbering-series/{type}PUT/api/v2/numbering-series/{type}/{numberingSeriesId}GET/api/v2/numbering-series/{type}DELETE/api/v2/numbering-series/{type}/{numberingSeriesId}

Inventari

Productes

Catàleg de productes i inventari

12 endpoints
POST/api/v2/productsPOST/api/v2/products/{productId}/imagesPUT/api/v2/products/{productId}GET/api/v2/productsGET/api/v2/products/{productId}/imagesGET/api/v2/products/{productId}GET/api/v2/products/{productId}/imageGET/api/v2/products/{productId}/images/{imageId}DELETE/api/v2/products/{productId}GET/api/v2/products/{productId}/stockPUT/api/v2/products/{productId}/stockGET/api/v2/products/{productId}/stock/transit

Tarifes

Gestió de llistes de preus de productes

5 endpoints
GET/api/v2/price-listsPOST/api/v2/price-listsGET/api/v2/price-lists/{priceListId}PATCH/api/v2/price-lists/{priceListId}DELETE/api/v2/price-lists/{priceListId}

Magatzems

Gestió de magatzems i estoc

6 endpoints
POST/api/v2/warehousesPATCH/api/v2/warehouses/{warehouseId}GET/api/v2/warehousesGET/api/v2/warehouses/{warehouseId}DELETE/api/v2/warehouses/{warehouseId}GET/api/v2/warehouses/{warehouseId}/stock

Comandes de venda

Comandes de venda i expedicions

16 endpoints
POST/api/v2/sales-orders/{salesOrderId}/sendPUT/api/v2/sales-orders/{salesOrderId}/pipelineGET/api/v2/sales-ordersGET/api/v2/sales-orders/{salesOrderId}/attachmentsGET/api/v2/sales-orders/{salesOrderId}/attachments/{attachmentId}GET/api/v2/sales-orders/{salesOrderId}/pdfPOST/api/v2/sales-orders/{salesOrderId}/approvePOST/api/v2/sales-orders/{salesOrderId}/attachmentsPOST/api/v2/sales-ordersGET/api/v2/sales-orders/{salesOrderId}PUT/api/v2/sales-orders/{salesOrderId}DELETE/api/v2/sales-orders/{salesOrderId}GET/api/v2/sales-orders/{salesOrderId}/shipped-itemsPOST/api/v2/sales-orders/{salesOrderId}/shipPOST/api/v2/sales-orders/{salesOrderId}/ship-by-linesPUT/api/v2/sales-orders/{salesOrderId}/tracking

Albarans

Albarans de lliurament

13 endpoints
POST/api/v2/waybillsPOST/api/v2/waybills/{waybillId}/approvePOST/api/v2/waybills/{waybillId}/sendPUT/api/v2/waybills/{waybillId}GET/api/v2/waybills/{waybillId}DELETE/api/v2/waybills/{waybillId}GET/api/v2/waybills/{waybillId}/attachmentsPOST/api/v2/waybills/{waybillId}/attachmentsGET/api/v2/waybillsGET/api/v2/waybills/{waybillId}/attachments/{attachmentId}GET/api/v2/waybills/{waybillId}/pdfPUT/api/v2/waybills/{waybillId}/pipelinePUT/api/v2/waybills/{waybillId}/tracking

Comandes de compra

Comandes de compra a proveïdors

14 endpoints
POST/api/v2/purchase-orders/{purchaseOrderId}/sendPUT/api/v2/purchase-orders/{purchaseOrderId}/pipelineGET/api/v2/purchase-ordersGET/api/v2/purchase-orders/{purchaseOrderId}/attachmentsGET/api/v2/purchase-orders/{purchaseOrderId}/attachments/{attachmentId}GET/api/v2/purchase-orders/{purchaseOrderId}/pdfPOST/api/v2/purchase-orders/{purchaseOrderId}/approvePOST/api/v2/purchase-orders/{purchaseOrderId}/attachmentsPOST/api/v2/purchase-ordersGET/api/v2/purchase-orders/{purchaseOrderId}PUT/api/v2/purchase-orders/{purchaseOrderId}DELETE/api/v2/purchase-orders/{purchaseOrderId}GET/api/v2/purchase-orders/{purchaseOrderId}/received-itemsPOST/api/v2/purchase-orders/{purchaseOrderId}/receive

Albarans de compra

Albarans i recepcions de mercaderies de compra

6 endpoints
POST/api/v2/purchase-shipments/{purchaseShipmentId}/approveGET/api/v2/purchase-shipmentsPOST/api/v2/purchase-shipmentsGET/api/v2/purchase-shipments/{purchaseShipmentId}PUT/api/v2/purchase-shipments/{purchaseShipmentId}DELETE/api/v2/purchase-shipments/{purchaseShipmentId}

Documents

Operacions entre documents (conversió de tipus)

1 endpoints
POST/api/v2/documents/convert

Ordres de producció

Ordres de fabricació i producció

5 endpoints
GET/api/v2/production-ordersPOST/api/v2/production-ordersGET/api/v2/production-orders/{productionOrderId}PUT/api/v2/production-orders/{productionOrderId}DELETE/api/v2/production-orders/{productionOrderId}

Contactes

Contactes

Clients, proveïdors i contactes

12 endpoints
POST/api/v2/contactsPUT/api/v2/contacts/{contactId}GET/api/v2/contactsGET/api/v2/contacts/{contactId}GET/api/v2/contacts/{contactId}/attachments/{filename}DELETE/api/v2/contacts/{contactId}GET/api/v2/contacts/{contactId}/attachmentsPOST/api/v2/contacts/{contactId}/attachmentsPOST/api/v2/contacts/bulk-archivePOST/api/v2/contacts/bulk-deleteGET/api/v2/contacts/{contactId}/portal-linkGET/api/v2/contacts/search

Grups de contactes

Gestió de grups de contactes

5 endpoints
GET/api/v2/contact-groupsPOST/api/v2/contact-groupsGET/api/v2/contact-groups/{contactGroupId}PUT/api/v2/contact-groups/{contactGroupId}DELETE/api/v2/contact-groups/{contactGroupId}

Etiquetes

Gestió d'etiquetes de compte

3 endpoints
POST/api/v2/tagsDELETE/api/v2/tags/{tag}GET/api/v2/tags

CRM

Embuts

Gestió d'embuts i etapes del pipeline CRM

5 endpoints
POST/api/v2/funnelsPUT/api/v2/funnels/{funnelId}GET/api/v2/funnels/{funnelId}DELETE/api/v2/funnels/{funnelId}GET/api/v2/funnels

Oportunitats

Seguiment i gestió del cicle de vida d'oportunitats CRM

12 endpoints
POST/api/v2/leadsPOST/api/v2/leads/{leadId}/notesPOST/api/v2/leads/{leadId}/tasksPUT/api/v2/leads/{leadId}GET/api/v2/leads/{leadId}DELETE/api/v2/leads/{leadId}GET/api/v2/leadsPUT/api/v2/leads/{leadId}/notesPUT/api/v2/leads/{leadId}/tasksDELETE/api/v2/leads/{leadId}/tasksPUT/api/v2/leads/{leadId}/datesPUT/api/v2/leads/{leadId}/stage

Projectes

Projectes

Gestió de projectes

6 endpoints
POST/api/v2/projectsPUT/api/v2/projects/{projectId}GET/api/v2/projectsGET/api/v2/projects/{projectId}GET/api/v2/projects/{projectId}/summaryDELETE/api/v2/projects/{projectId}

Tasques

Gestió de tasques dins de projectes

5 endpoints
POST/api/v2/tasksPUT/api/v2/tasks/{taskId}GET/api/v2/tasksGET/api/v2/tasks/{taskId}DELETE/api/v2/tasks/{taskId}

Control de temps en projectes

Registres de temps imputats a projectes

6 endpoints
GET/api/v2/projects/{projectId}/timesPOST/api/v2/projects/{projectId}/timesGET/api/v2/projects/{projectId}/times/{timeId}PUT/api/v2/projects/{projectId}/times/{timeId}DELETE/api/v2/projects/{projectId}/times/{timeId}GET/api/v2/project-times

Equip i RRHH

Empleats

Gestió d'empleats

7 endpoints
POST/api/v2/employeesPUT/api/v2/employees/{employeeId}PUT/api/v2/employees/{employeeId}/contractGET/api/v2/employeesGET/api/v2/employees/{employeeId}GET/api/v2/employees/{employeeId}/contractDELETE/api/v2/employees/{employeeId}

Control horari d'empleats

Control horari, fitxatges i gestió de pauses d'empleats

10 endpoints
POST/api/v2/employees/{employeeId}/timesPOST/api/v2/employees/{employeeId}/pausePOST/api/v2/employees/{employeeId}/unpauseGET/api/v2/employee-timesGET/api/v2/employees/{employeeId}/timesPOST/api/v2/employees/{employeeId}/clock-inPOST/api/v2/employees/{employeeId}/clock-outGET/api/v2/employee-times/{timeId}PUT/api/v2/employee-times/{timeId}DELETE/api/v2/employee-times/{timeId}

Registres de nòmina

Gestió de registres de nòmina (documents de nòmina diferents de les nòmines mensuals)

7 endpoints
POST/api/v2/salary-recordsPUT/api/v2/salary-records/{salaryRecordId}GET/api/v2/salary-recordsGET/api/v2/salary-records/{salaryRecordId}GET/api/v2/salary-records/form-dataGET/api/v2/salary-records/{salaryRecordId}/pdfDELETE/api/v2/salary-records/{salaryRecordId}

Nòmines

Gestió de nòmines: els rebuts de salari calculats pel motor de nòmines, diferents dels registres salarials

8 endpoints
POST/api/v2/payslips/{payslipId}/approvePOST/api/v2/payslipsPOST/api/v2/payslips/{payslipId}/paymentsGET/api/v2/payslipsGET/api/v2/payslips/{payslipId}GET/api/v2/payslips/{payslipId}/pdfDELETE/api/v2/payslips/{payslipId}DELETE/api/v2/payslips/{payslipId}/payments/{paymentId}

Calendari

Esdeveniments

Gestió d'esdeveniments de calendari

5 endpoints
POST/api/v2/eventsPUT/api/v2/events/{eventId}GET/api/v2/events/{eventId}DELETE/api/v2/events/{eventId}GET/api/v2/events

Reserves

Gestió de reserves de serveis

7 endpoints
POST/api/v2/bookingsPUT/api/v2/bookings/{bookingId}GET/api/v2/bookingsGET/api/v2/booking-locations/{locationId}/slotsGET/api/v2/bookings/{bookingId}DELETE/api/v2/bookings/{bookingId}GET/api/v2/booking-locations

Bústia d'entrada

Bústia d'entrada

Documents rebuts

8 endpoints
POST/api/v2/inbox/{incomingDocumentId}/attachGET/api/v2/inbox/{incomingDocumentId}PUT/api/v2/inbox/{incomingDocumentId}DELETE/api/v2/inbox/{incomingDocumentId}GET/api/v2/inbox/{incomingDocumentId}/files/{filename}/downloadGET/api/v2/inboxPOST/api/v2/inboxGET/api/v2/inbox/{incomingDocumentId}/files/{filename}/preview

Desenvolupadors

Desenvolupadors

Eines per a desenvolupadors — monitorització de l'ús de l'API i gestió de tokens

2 endpoints
GET/api/v2/usageGET/api/v2/usage/{type}

Webhooks

Gestió de subscripcions webhook per rebre notificacions d'esdeveniments

8 endpoints
POST/api/v2/webhooksPOST/api/v2/webhooks/{webhookId}/disablePOST/api/v2/webhooks/{webhookId}/enablePUT/api/v2/webhooks/{webhookId}GET/api/v2/webhooksGET/api/v2/webhooks/{webhookId}GET/api/v2/webhooks/eventsDELETE/api/v2/webhooks/{webhookId}