For the complete documentation index, see llms.txt. This page is also available as Markdown.

Moloni

Connect OutSmart with Moloni and manage customer, product, and work order sync.

Connect OutSmart with Moloni to keep operational and financial data aligned.

Use this section to set up the connection, choose what to import, define exports, and resolve sync issues.

What Moloni does

With Moloni, you can:

  • sync customers, products, and hour types between both systems

  • export completed work orders as financial documents

  • reduce double entry between field work and accounting

OutSmart supports Moloni for Portugal and Moloni Spain for Spain.

Both integrations use a secure OAuth login.

The automatic sync runs every 15 minutes.

Start here

Read these articles in order:

  1. What is Moloni?

  2. Set up Moloni

  3. Configure Moloni imports

  4. Configure Moloni exports

  5. Troubleshoot Moloni

What each article covers

What is Moloni?

Understand what syncs, how Moloni and Moloni Spain differ, and how the connection works.

Set up Moloni

Connect your Moloni account, choose the administration, and save the first setup.

Configure Moloni imports

Choose which records OutSmart imports and how each import behaves.

Configure Moloni exports

Choose the export format, document set, reference fields, and work order rules.

Troubleshoot Moloni

Use the sync log to resolve common connection, import, and export errors.

Before you start

Make sure you have:

  • an active Moloni integration license

  • access to SettingsGeneralSoftware integrations

  • a Moloni account with the right permissions

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