Connect PayPal with Moneybird and automatically process payments. PayPal transactions are directly created as invoices in Moneybird. Try it for free.
Table of contents
1. Connect to PayPal
To connect to PayPal, you first need to create an app in your account's PayPal Developer Dashboard.
Create an App in PayPal
Log in to the PayPal Developer Dashboard.
Go to Apps & Credentials.
Click Create App.
Give the app a name, for example Combidesk, and select Merchant.
Click Create App.
Activate Transaction Search
Scroll down until you see Transaction Search on the right side.
Check Transaction Search and save the app.
Copy the API Credentials
Copy the Client ID and Secret of the app.
Install the PayPal Integration in Combidesk
Search for the desired PayPal integration in Combidesk.
Click Install this integration.
You will be prompted to connect to PayPal.
Paste the previously copied 'Client ID' and 'Secret' 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 PayPal steps:
Export existing transactions
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.