This integration allows you to synchronize all the information from your Prestashop online store with Holded. This way, data about orders, products, stock level, and warehouses will be dumped into Holded every time a change is made in your store and vice versa.
☝🏼 Holded uses the product SKU to link the information between the two platforms.
It is important to note that the taxes on imported orders and products will match the taxes previously configured in Holded. If a specific tax has not been created, the system will apply the closest existing tax. We recommend creating generic taxes in Holded before starting the integration.
Also, due to the new features of this integration, it will be necessary to download the Holded Plugin and upload it to the Prestashop profile to enable the synchronization of products and stock.
The four parts of integration
1. Sales
Orders that you import from PrestaShop can become a sales order, sales receipt or sales invoice:
Sales order: allows you to check the status of your orders and customize it exactly as configured in Prestashop.
Sales ticket is recommended when no invoice is created; With this option, canceled orders will not generate an invoice, allowing you to convert all requested tickets into a sales invoice.
Invoice Sales is used for completed orders and will import customers' billing details as they are in Prestashop. These data can be modified at any time.
To define if an order is paid or pending payment, set the Order Status to Holded respecting the Status Numbers previously configured in Prestashop.
Not all Status Numbers appear by default in Holded, so if the status of your order in Prestashop does not appear in the configuration table in Holded, you will have to add it manually. Note that adding a number to the table will import all orders with the corresponding status
If you need to import old orders, do it from the module manager in Prestashop, selecting "Holded" and clicking the sync button. The date limit is the current year and the previous one. Please note that refunds will not be imported.
☝🏼 When importing Prestashop orders, the SKU of the products in Holded must match the Reference Code in Prestashop. In the event that a given product is subject to different combinations, the correct Reference Code will be found within the Combinations section, in your product file in Prestashop
You can assign a sales channel and perform a detailed analysis of your sales through Holded's analytics solution. In addition, you have the possibility of relating to your online stores the payment gateways that you have already configured on the platform and of linking your Prestashop payment methods with the banks that you have added to your Holded account.
You can also choose to associate a specific invoice template or apply a specific tax amount to a particular sale.
We recommend you to use the round by line option in Prestashop for better integration performance.
In the Advanced Settings tab, you can customize the import of your orders, deciding, for example, how and when to create a contact or by selecting the consecutive numbers to apply to orders. You can learn more on how to import your orders from Prestashop here.
2. Products
By activating this option, the products and their associated SKU will be imported from your Prestashop account. Once imported, you can easily distinguish them by the Prestashop icon next to them.
☝🏼 At the moment, product import will work best with single and variant products. Packs and lots will not be imported correctly.
Every change you make to the product SKU in your Prestashop store will also be reflected in Holded. For example, if you change the description of an item in Prestashop, this information will be transferred to the product in Holded. Please note that only the main image will be updated, not the secondary ones.
Note that if a product is created in Prestashop without an assigned SKU, its creation will not be automatic in Holded. If there is an SKU match between products, enabling the import will overwrite the existing product.
Product import is one-way. Here is a table summarizing how importing products between the two platforms works:
3. Stock Level
Unlike product integration, stock level synchronization is bi-directional. This means that enabling this option will affect the stock level in both Holded and Prestashop, no matter where the information is changed.
☝🏼 This option allows any SKUs that match each other to be automatically synced, even if product import is not enabled.
As in the case of imported products, at this time the stock sync will work best with single and mixed products. Packages and bundles will not import correctly.
Stock synchronization is bi-directional. Here is a table summarizing how stock level synchronization works between the two platforms:
💎 Stock level sync requires gem activation Inventory
4. Warehouses
By enabling the warehouses option, you will be able to link your Prestashop warehouse locations with those of one of the warehouses you have configured in Holded.
☝🏼 It is essential to note that PrestaShop only allows the configuration of a single warehouse. Therefore, you will not be able to associate more than one warehouse in this integration.
Multiple Stores
In case you have more than one Prestashop store, you can synchronize all of them with the same Holded account.
Learn more about synchronizing multiple Prestashop stores here.