Connect SumUp with Moneybird and automatically process POS sales as invoices. SumUp transactions are directly visible in Moneybird. Save time on your accounting.
Table of contents
1. Connect to SumUp
Enter your SumUp email address and password and click 'Next'.
Then click 'Allow' and your SumUp account will be connected to Combidesk.
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 SumUp steps:
Export existing transactions
Do you want to export existing transactions from SumUp?
Configure these Moneybird steps:
Select an invoice profile
This profile is used creating the sales invoiceCategory mapping
Map the categories on the revenue groups of SumUp.Default ledger account
Select the default category to use in invoices. This category is only applied in case no mapping was found in the "Category mapping" below.Select workflow
This workflow will be added to the sales invoicesMoneybird Customer
Enter the customer number of the contact in Moneybird on which Point of Sale invoices should be booked. You can find this number in Moneybird under Contacts → click the desired contact → the customer number is shown in the top left of the contact page.
Don't have a customer for POS orders yet? Click the button below to create one automatically.Moneybird VAT mapping
Connect the VAT categories of SumUp to your Moneybird accountRegister payment
Do you want to register a payment for the created sales invoices?
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.