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Referencia de la API

Referencia completa de la API REST de Holded. Todos los endpoints usan JSON y requieren autenticación con Bearer token.

🔒

Autenticación

Bearer <api-key>
{ }

Especificaciones OpenAPI

openapi.json

Ventas

Facturas

Facturas de venta a clientes

18 endpoints
POST/api/v2/invoicesPOST/api/v2/invoices/{invoiceId}/approvePOST/api/v2/invoices/{invoiceId}/attachmentsPOST/api/v2/invoices/{invoiceId}/paymentsPOST/api/v2/invoices/{invoiceId}/sendPUT/api/v2/invoices/{invoiceId}GET/api/v2/invoices/{invoiceId}/attachmentsGET/api/v2/invoices/{invoiceId}/attachments/{attachmentId}GET/api/v2/invoices/{invoiceId}/pdfPOST/api/v2/invoices/bulk/cancelPOST/api/v2/invoices/{invoiceId}/cancelPOST/api/v2/invoices/bulk/approvePUT/api/v2/invoices/{invoiceId}/pipelineGET/api/v2/invoices/find-by-numberGET/api/v2/invoices/{invoiceId}GET/api/v2/invoicesDELETE/api/v2/invoicesDELETE/api/v2/invoices/{invoiceId}

Facturas recurrentes

Plantillas de factura recurrente con emisión automática periódica

7 endpoints
POST/api/v2/recurring-invoicesPOST/api/v2/recurring-invoices/{invoiceRecurringId}/skipPUT/api/v2/recurring-invoices/{invoiceRecurringId}GET/api/v2/recurring-invoices/{invoiceRecurringId}/scheduleGET/api/v2/recurring-invoices/{invoiceRecurringId}GET/api/v2/recurring-invoicesDELETE/api/v2/recurring-invoices/{invoiceRecurringId}

Tickets de venta

Tickets de venta

13 endpoints
POST/api/v2/sales-receiptsPOST/api/v2/sales-receipts/{salesReceiptId}/approvePOST/api/v2/sales-receipts/{salesReceiptId}/attachmentsPOST/api/v2/sales-receipts/{salesReceiptId}/paymentsPOST/api/v2/sales-receipts/{salesReceiptId}/sendPUT/api/v2/sales-receipts/{salesReceiptId}PUT/api/v2/sales-receipts/{salesReceiptId}/pipelineGET/api/v2/sales-receipts/{salesReceiptId}/attachmentsGET/api/v2/sales-receipts/{salesReceiptId}/attachments/{attachmentId}GET/api/v2/sales-receipts/{salesReceiptId}/pdfGET/api/v2/sales-receipts/{salesReceiptId}GET/api/v2/sales-receiptsDELETE/api/v2/sales-receipts/{salesReceiptId}

Rectificativas de venta

Rectificativas de tickets de venta

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}/attachments/{attachmentId}GET/api/v2/receipt-notes/{receiptNoteId}/pdfGET/api/v2/receipt-notes/{receiptNoteId}DELETE/api/v2/receipt-notes/{receiptNoteId}

Presupuestos

Presupuestos y propuestas comerciales

14 endpoints
POST/api/v2/estimatesPOST/api/v2/estimates/{estimateId}/acceptPOST/api/v2/estimates/{estimateId}/attachmentsPOST/api/v2/estimates/{estimateId}/rejectPOST/api/v2/estimates/{estimateId}/sendPOST/api/v2/estimates/{estimateId}/approvePUT/api/v2/estimates/{estimateId}PUT/api/v2/estimates/{estimateId}/pipelineGET/api/v2/estimates/{estimateId}/attachmentsGET/api/v2/estimates/{estimateId}/attachments/{attachmentId}GET/api/v2/estimates/{estimateId}/pdfGET/api/v2/estimates/{estimateId}GET/api/v2/estimatesDELETE/api/v2/estimates/{estimateId}

Proformas

Facturas proforma

12 endpoints
POST/api/v2/proformasPOST/api/v2/proformas/{proformaId}/approvePOST/api/v2/proformas/{proformaId}/attachmentsPOST/api/v2/proformas/{proformaId}/sendPUT/api/v2/proformas/{proformaId}PUT/api/v2/proformas/{proformaId}/pipelineGET/api/v2/proformas/{proformaId}/attachmentsGET/api/v2/proformasGET/api/v2/proformas/{proformaId}/attachments/{attachmentId}GET/api/v2/proformas/{proformaId}/pdfGET/api/v2/proformas/{proformaId}DELETE/api/v2/proformas/{proformaId}

Facturas rectificativas

Facturas rectificativas y abonos

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

Servicios

Catálogo de servicios

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

Canales de venta

Canales de venta y distribución

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}

Series de numeración

Series de numeración para documentos

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}

Contactos

Contactos

Clientes, proveedores y contactos

12 endpoints
POST/api/v2/contactsPOST/api/v2/contacts/{contactId}/attachmentsPUT/api/v2/contacts/{contactId}GET/api/v2/contacts/{contactId}/attachmentsGET/api/v2/contacts/{contactId}/attachments/{filename}GET/api/v2/contacts/{contactId}/portal-linkPOST/api/v2/contacts/bulk-archivePOST/api/v2/contacts/bulk-deleteGET/api/v2/contacts/searchGET/api/v2/contacts/{contactId}GET/api/v2/contactsDELETE/api/v2/contacts/{contactId}

Grupos de contactos

Gestión de grupos de contactos

5 endpoints
POST/api/v2/contact-groupsPUT/api/v2/contact-groups/{contactGroupId}GET/api/v2/contact-groupsGET/api/v2/contact-groups/{contactGroupId}DELETE/api/v2/contact-groups/{contactGroupId}

Etiquetas

Gestión de etiquetas de cuenta

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

Contabilidad

Contabilidad

Plan contable y asientos contables

6 endpoints
POST/api/v2/accounting-accountsPOST/api/v2/ledger-entriesGET/api/v2/ledger-entriesGET/api/v2/accounting-accountsGET/api/v2/ledger-entries/{ledgerEntryId}DELETE/api/v2/ledger-entries/{ledgerEntryId}

Cuentas de gastos

Gestión de cuentas de gastos

5 endpoints
POST/api/v2/expenses-accountsPUT/api/v2/expenses-accounts/{expensesAccountId}GET/api/v2/expenses-accountsGET/api/v2/expenses-accounts/{expensesAccountId}DELETE/api/v2/expenses-accounts/{expensesAccountId}

Pagos

Métodos de pago y cobros

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

Compras

Facturas de compra a proveedores

14 endpoints
POST/api/v2/purchasesPOST/api/v2/purchases/{purchaseId}/approvePOST/api/v2/purchases/{purchaseId}/attachmentsPOST/api/v2/purchases/{purchaseId}/paymentsPOST/api/v2/purchases/refundPUT/api/v2/purchases/{purchaseId}PUT/api/v2/purchases/{purchaseId}/pipelineGET/api/v2/purchases/{purchaseId}/attachmentsGET/api/v2/purchases/{purchaseId}/attachments/{attachmentId}GET/api/v2/purchases/{purchaseId}GET/api/v2/purchases/refund/{purchaseRefundId}GET/api/v2/purchase-refundsGET/api/v2/purchasesDELETE/api/v2/purchases/{purchaseId}

Impuestos

Configuración de impuestos

2 endpoints
GET/api/v2/taxes/keys-by-countryGET/api/v2/taxes

Tesorería

Cuentas bancarias

Gestión de cuentas bancarias

10 endpoints
POST/api/v2/treasury/accounts/{id}/archivePOST/api/v2/treasury/accounts/{bankingAccountId}/bank-movementsGET/api/v2/treasury/accountsPOST/api/v2/treasury/accountsPUT/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}/reconcileGET/api/v2/treasury/accounts/{id}DELETE/api/v2/treasury/accounts/{id}

Métodos de pago

Configuración y gestión de métodos de pago

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

Remesas

Remesas de cobro y pago

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

Previsiones de facturación

Previsiones de facturación para la planificación del flujo de caja vinculadas a presupuestos y pedidos 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}

Business Plan

Objetivos del Business Plan frente a la realidad, por cuenta contable y mes

2 endpoints
GET/api/v2/business-plan/goalsGET/api/v2/business-plan/scenarios

CRM

Embudos

Gestión de embudos y etapas del pipeline CRM

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

Oportunidades

Seguimiento y gestión del ciclo de vida de oportunidades CRM

12 endpoints
POST/api/v2/leadsPOST/api/v2/leads/{leadId}/notesPOST/api/v2/leads/{leadId}/tasksPUT/api/v2/leads/{leadId}/notesPUT/api/v2/leads/{leadId}/tasksPUT/api/v2/leads/{leadId}PUT/api/v2/leads/{leadId}/datesPUT/api/v2/leads/{leadId}/stageGET/api/v2/leads/{leadId}GET/api/v2/leadsDELETE/api/v2/leads/{leadId}/tasksDELETE/api/v2/leads/{leadId}

Proyectos

Proyectos

Gestión de proyectos

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

Tareas

Gestión de tareas dentro de proyectos

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 tiempo en proyectos

Registros de tiempo imputados a proyectos

6 endpoints
POST/api/v2/projects/{projectId}/timesPUT/api/v2/projects/{projectId}/times/{timeId}GET/api/v2/projects/{projectId}/timesGET/api/v2/projects/{projectId}/times/{timeId}GET/api/v2/project-timesDELETE/api/v2/projects/{projectId}/times/{timeId}

Inventario

Productos

Catálogo de productos e inventario

12 endpoints
POST/api/v2/productsPOST/api/v2/products/{productId}/imagesPUT/api/v2/products/{productId}PUT/api/v2/products/{productId}/stockGET/api/v2/products/{productId}/imagesGET/api/v2/products/{productId}/images/{imageId}GET/api/v2/products/{productId}/imageGET/api/v2/products/{productId}/stockGET/api/v2/products/{productId}/stock/transitGET/api/v2/products/{productId}GET/api/v2/productsDELETE/api/v2/products/{productId}

Tarifas

Gestión de listas de precios de productos

5 endpoints
POST/api/v2/price-listsPATCH/api/v2/price-lists/{priceListId}GET/api/v2/price-listsGET/api/v2/price-lists/{priceListId}DELETE/api/v2/price-lists/{priceListId}

Almacenes

Gestión de almacenes y stock

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

Pedidos de venta

Pedidos de venta y expediciones

16 endpoints
POST/api/v2/sales-ordersPOST/api/v2/sales-orders/{salesOrderId}/approvePOST/api/v2/sales-orders/{salesOrderId}/attachmentsPOST/api/v2/sales-orders/{salesOrderId}/sendPOST/api/v2/sales-orders/{salesOrderId}/shipPOST/api/v2/sales-orders/{salesOrderId}/ship-by-linesPUT/api/v2/sales-orders/{salesOrderId}PUT/api/v2/sales-orders/{salesOrderId}/trackingPUT/api/v2/sales-orders/{salesOrderId}/pipelineGET/api/v2/sales-orders/{salesOrderId}/attachmentsGET/api/v2/sales-ordersGET/api/v2/sales-orders/{salesOrderId}/attachments/{attachmentId}GET/api/v2/sales-orders/{salesOrderId}/pdfGET/api/v2/sales-orders/{salesOrderId}/shipped-itemsGET/api/v2/sales-orders/{salesOrderId}DELETE/api/v2/sales-orders/{salesOrderId}

Albaranes

Albaranes de entrega

13 endpoints
POST/api/v2/waybillsPOST/api/v2/waybills/{waybillId}/approvePOST/api/v2/waybills/{waybillId}/attachmentsPOST/api/v2/waybills/{waybillId}/sendPUT/api/v2/waybills/{waybillId}PUT/api/v2/waybills/{waybillId}/trackingPUT/api/v2/waybills/{waybillId}/pipelineGET/api/v2/waybills/{waybillId}/attachmentsGET/api/v2/waybills/{waybillId}/attachments/{attachmentId}GET/api/v2/waybills/{waybillId}/pdfGET/api/v2/waybills/{waybillId}GET/api/v2/waybillsDELETE/api/v2/waybills/{waybillId}

Pedidos de compra

Pedidos de compra a proveedores

14 endpoints
POST/api/v2/purchase-ordersPOST/api/v2/purchase-orders/{purchaseOrderId}/approvePOST/api/v2/purchase-orders/{purchaseOrderId}/attachmentsPOST/api/v2/purchase-orders/{purchaseOrderId}/receivePOST/api/v2/purchase-orders/{purchaseOrderId}/sendPUT/api/v2/purchase-orders/{purchaseOrderId}PUT/api/v2/purchase-orders/{purchaseOrderId}/pipelineGET/api/v2/purchase-orders/{purchaseOrderId}/attachmentsGET/api/v2/purchase-ordersGET/api/v2/purchase-orders/{purchaseOrderId}/received-itemsGET/api/v2/purchase-orders/{purchaseOrderId}/attachments/{attachmentId}GET/api/v2/purchase-orders/{purchaseOrderId}/pdfGET/api/v2/purchase-orders/{purchaseOrderId}DELETE/api/v2/purchase-orders/{purchaseOrderId}

Albaranes de compra

Albaranes y recepciones de mercancías de compra

6 endpoints
POST/api/v2/purchase-shipmentsPOST/api/v2/purchase-shipments/{purchaseShipmentId}/approvePUT/api/v2/purchase-shipments/{purchaseShipmentId}GET/api/v2/purchase-shipments/{purchaseShipmentId}GET/api/v2/purchase-shipmentsDELETE/api/v2/purchase-shipments/{purchaseShipmentId}

Documentos

Operaciones entre documentos (conversión de tipos)

1 endpoints
POST/api/v2/documents/convert

Órdenes de producción

Órdenes de fabricación y producción

5 endpoints
POST/api/v2/production-ordersPUT/api/v2/production-orders/{productionOrderId}GET/api/v2/production-ordersGET/api/v2/production-orders/{productionOrderId}DELETE/api/v2/production-orders/{productionOrderId}

Equipo y RRHH

Empleados

Gestión de empleados

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

Control horario de empleados

Control horario, fichajes y gestión de pausas de empleados

10 endpoints
POST/api/v2/employees/{employeeId}/clock-inPOST/api/v2/employees/{employeeId}/clock-outPOST/api/v2/employees/{employeeId}/pausePOST/api/v2/employees/{employeeId}/unpausePOST/api/v2/employees/{employeeId}/timesPUT/api/v2/employee-times/{timeId}GET/api/v2/employee-timesGET/api/v2/employees/{employeeId}/timesGET/api/v2/employee-times/{timeId}DELETE/api/v2/employee-times/{timeId}

Registros de nómina

Gestión de registros de nómina (documentos de nómina distintos de las nóminas mensuales)

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

Nóminas

Gestión de nóminas: los recibos de salario calculados por el motor de nóminas, distintos de los registros salariales

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}

Ausencias y vacaciones

Gestión de ausencias, vacaciones y permisos de empleados

5 endpoints
POST/api/v2/employees/{employeeId}/time-offsPUT/api/v2/employees/{employeeId}/time-offs/{timeOffId}GET/api/v2/employees/{employeeId}/time-offsGET/api/v2/employees/{employeeId}/time-offs/{timeOffId}GET/api/v2/employees/time-offs

Calendario

Eventos

Gestión de eventos de calendario

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

Reservas

Gestión de reservas de servicios

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

Bandeja de entrada

Bandeja de entrada

Documentos recibidos

9 endpoints
POST/api/v2/inboxPOST/api/v2/inbox/{incomingDocumentId}/attachPOST/api/v2/inbox/{incomingDocumentId}/exportPUT/api/v2/inbox/{incomingDocumentId}GET/api/v2/inboxGET/api/v2/inbox/{incomingDocumentId}/files/{filename}/downloadGET/api/v2/inbox/{incomingDocumentId}/files/{filename}/previewGET/api/v2/inbox/{incomingDocumentId}DELETE/api/v2/inbox/{incomingDocumentId}

Desarrolladores

Desarrolladores

Herramientas para desarrolladores — monitorización del uso de la API y gestión de tokens

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

Webhooks

Gestión de suscripciones webhook para recibir notificaciones de eventos

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}