Storage

Back up your Holded documents to Dropbox

Native integration to transfer invoices, quotes and proformas from Holded to your Dropbox account.

Add to Holded

Dropbox

API sync

Holded

Invoices

Quotes

Documents

What can you do with Dropbox and Holded?

Transfer issued and received invoices to Dropbox

Sync your invoices with the folder you choose in your Dropbox account. From the invoice list in Holded, select one or more documents, set the destination folder and send them.

Send quotes and proformas

Choose what to transfer: you can send invoices, quotes or proformas individually or in batch.

Save time organising documents

The integration makes it easy to organise and store your sales documents in Dropbox, saving time on document management.

Up and running in 3 steps

Open the Holded Store

From the top-right menu, open the Holded Store.

Activate Dropbox

Select Dropbox in integrations and click Connect and configure.

Connect your account

Enter your Dropbox credentials and grant the required permissions.

Frequently asked questions

Invoices (issued and received), quotes and proformas. You choose which documents to send, individually or in batch.

From the invoice, quote or proforma list in Holded, select the documents you want to transfer, click Dropbox in the bottom bar, copy the destination folder path and confirm the send.

Yes. When sending the documents, you copy the destination folder path in your Dropbox account.

From the Holded Store. Open the menu in the top-right corner, click Holded Store and select Dropbox from the integrations section.