How do I connect i-Reserve to Moneybird?

The creation of the connection takes place in the integration center of i-Reserve. To do this, first set your environment to configuration mode. You can do this by clicking the box with your username in the top right corner and then selecting Configuration.

In configuration mode, go to Modules > Admin integrations.

Here you can see the integrations that have already been added to the environment, as well as the option to add a new integration. Select this option and choose the Moneybird integration. After selecting Moneybird, it will be added to the environment. Various configuration options are available for this integration, which are described in the following steps of this guide.

To deactivate the integration, click the checkmark in the top left corner. A trash bin button will then appear in the bottom right corner, allowing you to remove the integration. If, instead, you click the cross in the top left corner, the connection will be reactivated.

Several settings are available for authorisation.

Authentication URL

This setting specifies the URL against which authentication takes place. It is filled in automatically and is normally moneybird.com.

Return URL

This setting specifies the URL to which the user is redirected after authentication. It is also filled in automatically and points to a page within the i-Reserve environment.

Client ID and Client Secret

These settings are not filled in automatically and must be obtained from Moneybird. You can find them as follows:

1. Log in to Moneybird
2. Click your username in the top right corner and then click User account
3. Click Developers
4. Click Create API token in the top right corner
5. Give the connection a name
6. In the Callback URL field, enter the URL that is automatically filled in for the Return URL setting in the i-Reserve integration
7. Click Save

When the connection is created, a Client ID and Client Secret will be displayed. Enter the Client ID in the Client ID field in i-Reserve and the Client Secret in the Client Secret field in i-Reserve.

Connecting

Once the authentication settings have been entered, the connection can be established. First, click Request Permission. If this is successful, then click Connect with Moneybird. When the process completes successfully, a “1” will appear next to the API token in Moneybird under active connections.

Several settings are available for configuration.

Administration ID

The administration_id specifies which administration is linked. You can find the administration_id by navigating to the administration you want to link. The URL will look something like this: moneybird.com/123456789123456789/feed. The number after moneybird.com is the administration_id. Enter this number in the administrationid setting in i-Reserve.

Invoice Field and Customer Field

These settings specify where the external ID of invoices and customers for Moneybird is stored. A custom field can be selected here, but the default values are inv_external_id for invoices and cust_external_id for customers.

Client ID – Prefix and Client ID – Length

These settings allow you to adjust the prefix and length of the Client IDs generated for Moneybird. These settings can be left empty to use the default method for generating Client IDs for Moneybird.

Create Invoice as External

Moneybird distinguishes between regular and external invoices. Set this option to “No” if a regular invoice should be created. If this option is set to “Yes”, the external invoice will list i-Reserve as the source of the invoice.

In the parameter settings, various fields in Moneybird can be linked to fields in i-Reserve. The first column contains fields from Moneybird, and in the second column, you can select the corresponding fields from i-Reserve to be linked.

In the mapping settings, various elements from i-Reserve can be linked with Moneybird.

VAT Mapping

VAT mapping ensures that the VAT codes from i-Reserve are linked to VAT codes in Moneybird.

In the left column, enter the VAT codes from i-Reserve. These codes can be found in configuration mode under Modules > VAT Codes (under Invoice). Use the ID listed under VAT #.

In the right column, enter the VAT codes from Moneybird. These codes can be found under Settings > VAT. Click the VAT code you want to link. The URL will look something like this: moneybird.com/123456789123456789/tax_rates/987654321987654321/edit. The second number is the ID of the VAT code. This is the number you should enter in the right column in i-Reserve.