Moneybird
TARGET_SYSTEM: moneybird
Moneybird is an online accounting platform that helps small businesses and freelancers manage their finances, including invoicing, expenses, and bookkeeping.
| Read | Create | Update | Delete | ||
|---|---|---|---|---|---|
| Accounts | |||||
| Async task | |||||
| Bills | |||||
| Booking proposals | |||||
| Contacts | |||||
| Customers | |||||
| Credit notes | |||||
| Dimensions | |||||
| Expenses | |||||
| Files | |||||
| Invoices | |||||
| Invoice lines | |||||
| Items | |||||
| Journals | |||||
| Journal entries | |||||
| Offers | |||||
| Offer lines | |||||
| Payments | |||||
| Payment terms | |||||
| Projects | |||||
| Sales orders | |||||
| Sales order lines | |||||
| Suppliers | |||||
| Tax rates | |||||
| Transactions | |||||
| Users | |||||
| Vendor credits |
= Supported by Maesn
= Not supported by Maesn at this time
= Not supported by Moneybird
How to connect to Moneybird
To allow your customers to link your application with their Moneybird account, you need to set up an App and submit your application credentials to maesn.
Prerequisites
Before you begin, make sure you have the following:
- A Moneybird account with administrator permissions.
You can sign-up for a free trial at https://www.moneybird.com/aanmelden/, if you do not have a Moneybird account already.
Set up an App
To set up your application in Moneybird, follow the following instructions.
- Navigate to the Moneybird Portal.
- Login with your Moneybird account.
- In the Create API token section enter a name for your app and set the redirect URI to: https://api.maesn.dev/auth/callback/moneybird.
- Click Save.
- Once configured, you can retrieve the Client ID and Client Secret for your application.
Configure your integration in the maesn API
Next we configure your API tenant with your client’s details:
- Get in touch with your contact person at maesn to submit the client id and client secret.
If you are not sure who your technical contact is, don’t hesitate to reach out to us.
Becoming a Moneybird Partner
Information on becoming a partner can be found on their partner page.