E-commerce

Connect your Magento store with Holded

Connect Magento with Holded through Zapier to sync customers and orders both ways with your ERP.

Add to Holded

GuidesAcademy

Magento

API sync

Holded

Customers

Orders

Invoices

What can you do with Magento and Holded?

Magento store customers into the Holded ERP

Every new customer who signs up in your Magento store arrives as a contact in Holded with their billing details, ready for commercial management.

Magento orders that trigger actions in Holded

When a new order is created in Magento, you can set up a Zap to automatically create a sales invoice, a sales order or an estimate in Holded.

Centralized billing from Magento in Holded

Magento customer data is transferred to Holded, where you can manage invoices, credit notes and sales receipts without duplicating information.

Two-way flow between Magento and Holded

You can also use Holded events as a trigger: for example, when a new contact is created in Holded, automatically create a customer in Magento.

Up and running in 3 steps

Connect Zapier

Create a Zapier account, connect Magento with its API and Holded with your API Key.

Set up the trigger

Choose "New Customer" or "New Order" in Magento as the trigger and "Create Contact" in Holded as the action.

Map and activate

Link the customer fields with those in Holded. Activate the Zap and the sync begins.

Frequently asked questions

Magento offers 2 triggers (polling): New Customer and New Order. And 2 actions: Create Customer and Create Invoice. Holded offers 7 triggers and 13+ actions in Zapier, including Create Contact, Create Sales Invoice, Create Sales Order, Create Deal, Create Employee and Create Product.

Zapier indicates compatibility with Magento. To verify compatibility with your specific version of Magento 2 / Adobe Commerce, check the Magento connector documentation in Zapier.

Both. Magento has triggers for both New Customer and New Order in Zapier. You can set up different Zaps for each event, or combine them in a flow that creates contacts and invoices in Holded when a new order arrives.

The template "Add new Magento customers as Holded contacts" is marked as Premium in Zapier, which means it requires a paid Zapier plan. You can create a custom Zap from scratch with a free plan, although with volume limitations.

Magento triggers are polling type, which means Zapier checks periodically for new data. On the free plan, the check is every 15 minutes. On paid plans, it can be every 1-2 minutes.

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