Connect Pay. with Moneybird and automatically process payments in your accounting. Pay. payouts are directly visible in Moneybird. Try it for free.
1. Connect to Pay.
To connect your Pay account to Combidesk, you need an API token.
Generate an API token in Pay
Log in to your Pay account.
Go to Merchant and then to API tokens.
Click + Add in the bottom right.
Enter a description, for example Combidesk.
Select the 'All Merchant rights' checkbox.
Click Add.
You have now generated the Code (AT-...) and the Token. You will need these shortly to establish the connection in Combidesk.
Install the Pay connection
Find the desired Pay connection in Combidesk.
Click Install this connection.
You will be asked to connect to Pay.
Paste the previously copied Code (AT-...) and Token into Combidesk to complete the connection.
2. Connect to Moneybird
To connect to Moneybird, click the "Connect your.." button:
If you're not logged on to Moneybird, you'll see this login screen:
After logging in with a user account with sufficient rights, you will see the screen where you can give the app access to your administration:
Here, select the relevant administration and click "Toestaan." Combidesk will now have access to the data in your administration via the Moneybird API.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Pay. steps:
Select turnover groups
Do you only want to export transactions from a specific turnover group? If yes, select the turnover group below.Export existing settlements
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.
Configure these Moneybird steps:
Select financial account
Select the account on which the transactions should be booked. Moneybird bankaccount can't be used, so are excluded from this list.Ledger account Payment Service Provider costs
In this step, select a balance category where the transaction fees from the payout should be booked. In this article, you'll learn how to create this category and how the purchase invoice is processed correctly in the administration.Ledger account payouts
Select a ledger account for payoutsLedger account outgoing transfers
Select a ledger account for outgoing transfers
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.
6. FAQ (Frequently Asked Questions)
How often is the data synchronized?
The Pay. Moneybird integration synchronizes automatically every night. You don’t have to do anything. If a synchronization fails, the integration will retry in the next scheduled run. If issues persist, we will notify you by email.
What permissions do I need in Moneybird?
In Moneybird, you need multiple permissions. You must have access to General Ledger Accounts, Journals, Bookings, and Customers. Check our knowledge base for more details.
Is my data secure when using this Pay. Moneybird integration?
We take the security of your data very seriously. Our software runs in a Dutch data center and complies with all necessary standards to process your data securely. We do not store your customers' data; we only exchange it between your connected software packages.
How do I connect Pay. with Moneybird?
Follow simple steps for a successful integration of Pay. with Moneybird in our detailed guide.
Can you help install this Pay. Moneybird integration?
Absolutely 😀! Don’t have time, or did we make it too complicated? No worries! We can install this Pay. Moneybird integration for you. A one-time installation fee applies. If you decide not to use the integration, you will get this amount refunded.
Do I need to enter payment details to install this Pay. Moneybird integration?
No, during the trial period, you don’t need to enter payment details. If you decide to continue using the integration after the trial, you will receive information on how to subscribe in time.
What is the cancellation period for the Pay. Moneybird integration?
All our integrations have a one-month cancellation period. You are not tied to long-term commitments. Any remaining balance on an annual subscription will be refunded to your account.