Before you connect
- Access to the Moneybird administration, to create an API token.
- An owner or admin account in Northdeck.
Connect Moneybird
- In Northdeck, open Data → Sources and choose Moneybird.
- In Moneybird, go to Settings, Developers and create an API token.
- Give it the permission Sales invoices. Add Documents if you also want purchase invoices.
- Paste the token in Northdeck. Does the token reach several administrations? Then also fill in the administration ID.
- Click Connect Moneybird. The first sync adds invoices and receivables to the Finance module.
Someone else holds the access? In Data → Sources, click Send an invite link: they fill in the key without a Northdeck account. The link is valid for 7 days and works once.
Keeping it up to date
Every hour Northdeck reads what changed in Moneybird, and every night everything. Sync now reads everything at once.
Troubleshoot
The message in Northdeck says what went wrong. These are the most common ones.
Moneybird did not accept the API token.
Create a new token and connect again.
This token reaches several administrations.
The message lists them. Fill in the ID of the one to read and connect again.
The Moneybird token is missing the permission "Sales invoices".
Create a new token with that permission.
This token does not reach that administration.
Check the administration ID, or create the token in the right administration.
Good to know
- Invoices dated from 1 January two years ago to the end of next year are read.
- Without the permission Documents, purchase invoices are skipped; that is not an error.
- A sync reads at most 20,000 invoices.