Money S4/S5

Set up Your Money S4/S5 API

1. 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.

2. 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.

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.