Export documents and additional data from Trackline to Holded using API queries
Learn step-by-step how to integrate Trackline with Holded.

Trackline is a functionality of the Code Contract platform that enables automated data collection without altering workflows or requiring manual input.

Step 1: Obtain the authentication token

Holded must authenticate to the Trackline API via a POST request to obtain a JWT token. This token will be used in subsequent requests.

Request from Holded (HTTP Request):

POST /login HTTP/1.1
Host: api.codecontractplattform.com
Content-Type: application/json

{
  "email": "holded_integration_user",
  "password": "holded_secure_password"
}

Expected response:

HTTP/1.1 200 OK
Content-Type: application/json

{
  "token": "eyJ0eXAiOiJKV1QiLCJ..."
}

Store the token in Holded and include it in each request as a Bearer Token in the Authorization header.

Step 2: Query additional data and files in Trackline from Holded

Query process metadata:

Holded can retrieve information about a specific process using process_id or process_name.

Request:

GET /track-line/ext/track-path/metadata?process_id=12345 HTTP/1.1
Host: api.codecontractplattform.com
Authorization: Bearer eyJ0eXAiOiJKV1QiLCJ...

Expected response (JSON):

{
  "process_id": "12345",
  "name": "Holded Billing Process",
  "status": "In Progress",
  "created_at": "2024-02-09T10:30:00Z",
  "documents": [
    {
      "doc_id": "98765",
      "doc_name": "Invoice_001.pdf",
      "doc_type": "Invoice"
    }
  ]
}

Download an attachment

Once metadata is retrieved, Holded can download an attachment using its attachment_id.

Request:

GET /track-line/ext/attachment/file?attachment_id=98765 HTTP/1.1
Host: api.codecontractplattform.com
Authorization: Bearer eyJ0eXAiOiJKV1QiLCJ...

Expected response (File):
The server will respond with a PDF, XML or other appropriate file format. Holded may store or process the file.

Integration in Holded (Example using JavaScript – Node.js)

const axios = require('axios');
const fs = require('fs');

async function integrateTracklineWithHolded() {
    try {
        const loginResponse = await axios.post('https://api.codecontractplattform.com/api/login', {
            email: "holded_integration_user",
            password: "holded_secure_password"
        });

        const token = loginResponse.data.token;
        const headers = { Authorization: `Bearer ${token}` };

        const metadataResponse = await axios.get(
            'https://api.codecontractplattform.com/api/track-line/ext/track-path/metadata?process_id=12345',
            { headers }
        );

        console.log("Metadata retrieved:", metadataResponse.data);

        const attachmentId = metadataResponse.data.documents[0].doc_id;
        const attachmentResponse = await axios.get(
            `https://api.codecontractplattform.com/api/track-line/ext/attachment/file?attachment_id=${attachmentId}`,
            { headers, responseType: 'arraybuffer' }
        );

        fs.writeFileSync("Invoice_001.pdf", attachmentResponse.data);
        console.log("File downloaded successfully.");
    } catch (error) {
        console.error("Integration error:", error.message);
    }
}

integrateTracklineWithHolded();

Summary

✔️ Step 1: Holded gets JWT token via authentication
✔️ Step 2: Holded queries process metadata with process_id
✔️ Step 3: Holded downloads attachments using attachment_id
✔️ Step 4: Integration possible via Node.js, Python, or API connectors

For more info or support, contact the Code Contract team. 🚀