TailrideHolded
Automatically create draft purchases in Holded with Tailride.
Overview
Tailride creates draft purchases in Holded — with expense account coding per line, tax handling (including reverse charge), contact matching, and the original PDF attached. Nothing is approved automatically.
Prerequisites
- A Holded account on a paid plan (the API is not available on free plans)
- A Holded API key with access to Purchases and Contacts (read/write), plus read access to Chart of Accounts, Expenses Accounts, and Taxes
Setting Up the Integration
In Holded, open Settings → Developers → Credentials, add an API token and copy it
In Tailride, open the Integrations tab, click Connect on the Holded card, paste the key, and click Test connection, then Connect
The setup dialog opens: sync your chart of accounts, optionally import coding history, and configure automatic export. See Accounting Software for the full setup flow.
Export Settings
- Default account — the expense account used for uncoded lines (required for auto-export; coded lines keep their own accounts)
How Export Works
- Each invoice becomes a draft purchase document in Holded
- The supplier contact is matched or created automatically
- Line items carry their coded expense accounts (validated against your synced chart); taxes are resolved per line, including reverse-charge cases
- The original PDF is attached; a direct link to open the purchase in Holded appears in Tailride
Exports run automatically when auto-export is enabled, or manually via Send to Holded in the invoice actions menu (with an Expense account for uncoded lines picker).
Limitations
- Purchases are always created as drafts — approval happens in Holded
- We can't modify or delete existing Holded data
- Already-exported invoices are skipped (a single invoice can be re-uploaded explicitly)