Connect Rabobank Smart Pay with Moneybird and automatically import bank transactions into your accounting. Always an up-to-date cashbook without manual entry.
Table of contents
1. Connect to Rabo Smart Pay
Enter your Rabo Smart Pay Contract ID, which you can find in the bottom left of your Rabo Smart Pay dashboard.
Grant Rabobank permission to add your Rabo Smart Pay account to Combidesk's partner account.
After saving, Combidesk will handle the rest of the onboarding process together with Rabobank. We will contact you as soon as possible once the connection can be further installed.
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 Rabo Smart Pay steps:
Export existing payouts
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 where transactions should be booked. Moneybird bank accounts cannot be used and are therefore not shown here. Is the list empty? First create a Payment Service Provider (PSP) account in Moneybird, then click 'Refresh data'. More infoLedger account Payment Service Provider costs
Select the ledger account where your payment provider's transaction fees will be recorded. These are typically categorised under "Cost of sales" in your profit and loss statement.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.