Automatic Connection between Holded and Procys: We're Integrated Now!

This collaboration facilitates seamless connectivity between both platforms, providing our users with an optimized experience. The integration presents a distinctive opportunity to streamline your business processes. It enables automatic synchronization of all your administrative documents across both platforms, eliminating the need for laborious manual data entry tasks.

Key Benefits of the Integration:

• Efficient Automation: With the direct connection between Procys and Holded, automating your business processes becomes more accessible than ever. From managing suppliers to tracking expenses and taxes, everything synchronizes efficiently and accurately.

• Time and Resource Savings:  By eliminating the need to manually enter data into multiple platforms, this integration allows you to save valuable time that you can dedicate to other critical areas of your business. Additionally, by minimizing human errors, costs associated with subsequent corrections are also reduced.

• Enhanced Visibility:  Thanks to the direct connection between Procys and Holded, you'll enjoy enhanced visibility of your business data. You no longer have to switch between multiple systems to access the information you need. Everything will be available in one place, facilitating informed and strategic decision-making.

Follow these simple steps to link your Procys account with Holded and streamline your business processes:

1. Navigate to the Apps Section: Start by going to the "Apps" section within your Procys dashboard.
2. Find Holded: Scroll through the list of apps until you find the Holded integration.
3. Connect to Holded: Click on the "Connect" button. This will open up options to enable the integration.
4. Enter Your API Key: You’ll need to enter your API key from Holded. Just paste it into the input field and click outside the field to save. This action triggers our 'save on focus out' feature.

5. Verify the Connection (Optional): You can click on "Check connection" to ensure everything is set up correctly.
6. Sync Your Data: Click on "Sync dimensions" to start synchronizing suppliers/vendors, expense accounts (GLA in Procys), and taxes from Holded to your Procys account.

7. Check Sync Status: The amount of data being synced may affect how long the process takes. You can monitor the progress by visiting the specific dimension page in Procys to see if the dimensions have been updated.

We have prepared a video on the Procys YouTube channel where we explain in detail each of the steps to successfully configure and synchronize all the relevant data from your business. I hope this brief tutorial has been helpful to you:

Remember, if you have any questions, comments, or suggestions about the integration between Procys and Holded contact our support team. We are here to help you every step of the way and ensure that you get the maximum value from our integrated platforms.