Log in to your MoneyS4/S5 account as an admin user and follow the instructions below:
Set up Your Money S4/S5 API
Set up Your Money S4/S5 API
Connect your MoneyS4/5 to API.The initial API setup must be done by a MoneyS4/S5 implementer – if the Daktela integration is your first, please contact Money S4/S5 and ask them to set up your API. Once you are connected, copy your API URL. You can find it in Administration → Data exchange → REST API → API configuration. You will enter it into the Instance URI field in the next step.
Go to Administration → Data exchange → REST API → API keys and Generate a new Client ID and Client secret. You will enter them in the respective fields in the next step.
Set up the Daktela Integration
Set up the Daktela Integration
Enter Your Money S4/S5 Details Into Daktela
In Daktela, go to Manage → Integrations and click Configure under Money S4/S5.
Select into which CRM Database you want to synchronise your data.
Paste your Money S4/S5 API URL into the Instance URI field.
Paste your Client ID into the Client IDfield.
Paste your Client secret into the Client secretfield.
Click Authorise.
Map Your CRM Fields
A list of your Daktela CRM fields will open. Select the Money S4/S5 field you want to synchronise with each field in Daktela. You can pair your contacts and orders with Daktela,
Click Activate.
JavaScript errors detected
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.