Instruction
Difficulty level:
Beheer > Integraties > Moneybird
Setting up Moneybird: OAuth, administration and mapping
The Moneybird integration pushes contacts and sales invoices from i-Reserve to a Moneybird administration, via OAuth2. In addition, a changed contact in Moneybird can sync back to i-Reserve via a webhook.
1. On the Moneybird side (one-time)
- Register an OAuth app in the Moneybird developer portal and note the Client ID and Client Secret.
- Add the redirect URL shown by i-Reserve to the allowed list.
- Make sure the desired administration exists and the VAT rates (tax rates) are configured.
2. On the i-Reserve side — Authentication tab
| Field | What to enter |
|---|---|
| Client ID | Client id of your Moneybird OAuth app. Required. |
| Client Secret | Client secret of your Moneybird OAuth app. Required. |
| Redirect URL | Filled automatically by i-Reserve; must be an allowed redirect in the Moneybird app. |
Then run Step 1 – consent and Step 2 – connect. On step 2 i-Reserve fetches the list of administrations and automatically selects the right one (or the first).
3. Details tab
| Field | What it does |
|---|---|
| Administration | The Moneybird administration; set automatically on connect. |
| Invoice field | i-Reserve field that stores the external invoice id. |
| Customer field | i-Reserve field that stores the Moneybird contact id. |
| Customer number prefix / length | (Optional) prefix and zero-padding for the customer number on the contact. |
| Create external invoice | Yes = an external sales invoice (lightweight, no full accounting workflow); No = a regular sales invoice. Do not switch after use — existing invoices will then not be found. |
| Finalise invoice | Yes = finalise the invoice in Moneybird (ignored for an external invoice). |
| Send email from Moneybird | Yes = Moneybird emails the invoice; No = manual. |
4. Mapping & sync-back
- VAT mapping (required) — link each i-Reserve VAT rate to the right Moneybird tax rate. Without it the invoice fails.
- Webhook back — Moneybird can send a contact changed event back, so an edited contact updates the customer data in i-Reserve.
5. Activate & checklist
- ☐ OAuth app created in Moneybird; Client ID/Secret noted; redirect URL allowed.
- ☐ Administration exists; VAT rates configured.
- ☐ Auth tab filled; Step 1 and Step 2 succeeded; administration filled.
- ☐ Details tab: invoice/customer field, external-invoice choice (deliberate!), finalise/email set.
- ☐ VAT mapping complete for all used rates.
- ☐ Test invoice pushed and checked in Moneybird (contact + lines + VAT correct).
- ☐ Webhook sync-back tested (if desired).
- ☐ Rollback known: setting the integration inactive stops new syncs.
Moneybird: do not switch "create external invoice" once invoices have been pushed. The ids of regular and external sales invoices are separate, so existing invoices would otherwise not be found.
VAT mapping is mandatory: every i-Reserve VAT rate in use must be linked to a Moneybird tax rate, otherwise the invoice fails.
