Holded
Holded is a business management software that includes accounting, invoicing, inventory, and project management for freelancers and SMEs.
About Holded
Holded is a comprehensive cloud-based platform designed to simplify business management for small and medium enterprises. As an all-in-one solution, Holded offers robust features in accounting, invoicing, inventory management, and project management, empowering businesses to streamline their operations and enhance productivity. With its intuitive interface and powerful automation tools, Holded helps users manage their entire business from a single dashboard, offering real-time insights into financial performance and operational metrics.
Integrating Holded with Procys allows users to leverage the best of both platforms, combining Holded's advanced business management capabilities with Procys's specialized services. This integration ensures seamless data synchronization, enhanced workflow automation, and improved data accuracy, facilitating more informed decision-making and efficient business processes.
Additionally, Procys’s OCR Integration offers significant enhancements over Holded’s OCR capabilities. While Holded provides basic OCR functionality, Procys extends this by offering a more flexible OCR tool that allows for the creation of custom fields and the extraction of specific lines from documents—features not available with Holded. This advanced functionality enables businesses to tailor data capture to their specific needs, further automating and refining their processes.
Explore how the synergy between Holded and Procys can transform your business operations, making them more connected, agile, and responsive to your needs.
How to Connect Procys to Holded
Follow these simple steps to link your Procys account with Holded and streamline your business processes:
- Navigate to the Apps Section: Start by going to the "Apps" section within your Procys dashboard.
- Find Holded: Scroll through the list of apps until you find the Holded integration.
- Connect to Holded: Click on the "Connect" button. This will open up options to enable the integration.
- 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.
- Verify the Connection (Optional): You can click on "Check connection" to ensure everything is set up correctly.
- 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.
- 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.
Support for Holded
At Procys, ensuring a smooth integration process with Holded is our top priority. Our Help Center is ready with step-by-step guides, or you can contact our support team directly for any assistance. Reach out through your account for swift and effective support to get the most out of your Holded integration.
