Set up MoneyBird

Connect OutSmart to your MoneyBird account and run the first sync.

Connect OutSmart to MoneyBird before you configure imports or exports.

The connection uses a secure login on the MoneyBird side.

You do not enter your MoneyBird password in OutSmart.

1

Activate the integration

Open the user menu in the top-right corner.

Then open the License Manager.

Order MoneyBird if you have not activated it yet.

2

Open Software integrations

Go to Settings → General → Software integrations.

Open MoneyBird.

Open Settings.

3

Start the connection

Open the MoneyBird settings.

You are redirected to the MoneyBird login page.

4

Sign in to MoneyBird

Sign in with the MoneyBird account you want to connect.

Then grant OutSmart access.

5

Return to OutSmart

After authorization, MoneyBird returns you to the settings page in OutSmart.

6

Configure imports and exports

Choose which data OutSmart should import from MoneyBird.

Then choose which data OutSmart should export back.

7

Save the setup

Click Save.

The connection and sync settings are then stored.

8

Run the first sync

Click Sync.

This starts the first synchronization and imports the selected data.

Before you sync

Check these points first:

• the correct MoneyBird account is connected
• the import and export options match your process
• MoneyBird stays the leading system for customer and product data

Frequently asked questions

What happens if I save without enabling any options?

The connection is saved.

No data syncs until you enable at least one import or export option.

Can I disconnect the MoneyBird integration?

Yes.

Use the disconnect option in the log panel.

This removes the connection without deleting data in either system.

What should I do if the connection fails?

Disconnect the integration first.

Then connect it again.

If the problem stays, contact support.

Related topics

• MoneyBird
• What is MoneyBird?
• Set up a software integration