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Money S4/S5

Log in to your MoneyS4/S5 account as an admin user and follow the instructions below:

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 keysand 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 whichCRM Database you want to synchronise your data. Paste your Money S4/S5 API URL into the Instance URIfield. 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,

Image Click Activate.