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Integrating SailPoint with Holded

Holded functions as an all-in-one cloud-based ERP and business management platform that consolidates invoicing, accounting, inventory management, CRM, project management, and HR administration into a single unified operational dashboard, purpose-built for small and medium-sized enterprises. This document provides instructions to configure a new direct connection to a Holded source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Holded connector supports the following:

Account Management

  • Aggregate Employees

Note

Employee teams are captured as part of account aggregation (embedded within each employee record via the team_ids attribute), so a separate entitlement aggregation is not required.

Note

This connector is read-only. It supports test connection and account aggregation for Quick Compliance. Provisioning, de-provisioning, and write operations are not supported.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before you configure the Holded connector, ensure the following requirements are met:

  1. Sign in to the Holded Portal.
  2. Go to Settings > Developers > Credentials > Create API Key.
  3. Provide a descriptive name for the key.
  4. Select the minimum permissions required for your use case.
  5. Copy and securely store the generated API key.