Log in to your MoneyS4/S5 account as an admin user and follow the instructions below:
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
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 ID field.
Paste your Client secret into the Client secret field.
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,