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Moneybird
Moneybird
68 actions · 2 auth methods
PreviewAccounting

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Authentication

OAuth 2.0

Connect your Moneybird account via OAuth 2.0 to access your accounting data.Guides: Connector Profile, Link Account

Personal Access Token

Requires generating a Personal Access Token in the Moneybird Applications page. The token gives full access to your admi…Guides: Connector Profile, Link Account
Actions
68 actions
Action
Description
List Contacts
Retrieve a list of contacts for the administration.
Filter Contacts
Retrieve a filtered list of contacts.
Get Contact
Retrieve a single company or organization contact by ID.
Create Contact
Create a new contact in the administration.
Update Contact
Update an existing contact.
Delete Contact
Delete a contact from the administration.
Archive Contact
Archive a contact in the administration.
Get Contact By Customer ID
Retrieve a contact by its customer ID.
Sync Contacts
Retrieve a list of contact IDs for synchronization.
Fetch Contacts By IDs
Fetch full contact records for a list of IDs.
Get Contact Person
Retrieve a specific person (individual) within a company contact by their person ID.
Create Contact Person
Create a new contact person for a contact.
Update Contact Person
Update an existing contact person.
Delete Contact Person
Delete a contact person from a contact.
Create Contact Note
Create a note or to-do for a contact.
Delete Contact Note
Delete a note from a contact.
Get Contact Additional Charges
Retrieve additional charges for a contact.
Create Contact Additional Charge
Create an additional charge for a contact.
List Estimates
Retrieve a list of estimates for the administration.
Find Estimate By Estimate ID
Find an estimate by its human-readable estimate number.
Get Estimate
Retrieve a single estimate by ID.
Create Estimate
Create a new estimate in the administration.
Update Estimate
Update an existing estimate.
Delete Estimate
Delete an estimate from the administration.
Send Estimate
Send an estimate to the associated contact.
Change Estimate State
Change the state of an estimate.
Bill Estimate
Convert an estimate into a sales invoice.
Download Estimate PDF
Download the PDF document for an estimate.
List Financial Accounts
Retrieve a list of financial accounts for the administration.
List Ledger Accounts
Retrieve a list of ledger accounts for the administration.
Create Ledger Account
Create a new ledger account in the administration.
Get Ledger Account
Retrieve a single ledger account by ID.
Update Ledger Account
Update an existing ledger account.
Delete Ledger Account
Delete or deactivate a ledger account.
Get Payment
Retrieve a single payment record by ID.
List Products
Retrieve a list of products for the administration.
Create Product
Create a new product in the administration.
Get Product
Retrieve a single product by ID.
Update Product
Update an existing product.
Delete Product
Delete or deactivate a product.
Find Product By Identifier
Find a product by its unique identifier field value.
List Purchase Invoices
Retrieve a list of purchase invoices for the administration.
Get Purchase Invoice
Retrieve a single purchase invoice by ID.
Create Purchase Invoice
Create a new purchase invoice in the administration.
Update Purchase Invoice
Update an existing purchase invoice.
Delete Purchase Invoice
Delete a purchase invoice from the administration.
Register Purchase Invoice Payment
Register a payment for a purchase invoice.
Delete Purchase Invoice Payment
Delete a payment from a purchase invoice.
Create Purchase Invoice Note
Add a note or to-do to a purchase invoice.
List Sales Invoices
Retrieve a list of sales invoices for the administration.
Get Sales Invoice
Retrieve a single sales invoice by ID.
Create Sales Invoice
Create a new sales invoice in the administration.
Update Sales Invoice
Update an existing sales invoice.
Delete Sales Invoice
Delete a sales invoice.
Send Sales Invoice
Send a sales invoice to the contact.
Register Sales Invoice Payment
Register a payment for a sales invoice.
Create Sales Invoice Payment
Create a payment for a sales invoice.
Send Sales Invoice Reminders
Send payment reminders for sales invoices in bulk.
Mark Sales Invoice As Dubious
Mark a sales invoice as dubious.
Mark Sales Invoice As Uncollectible
Mark a sales invoice as uncollectible.
Duplicate Sales Invoice To Credit Invoice
Duplicate a sales invoice as a credit invoice.
Pause Sales Invoice
Pause the workflow of a sales invoice.
Resume Sales Invoice
Resume the workflow of a paused sales invoice.
Download Sales Invoice PDF
Download a sales invoice as a PDF document.
Download Sales Invoice UBL
Download a sales invoice in UBL format.
Find Sales Invoice By Invoice ID
Find a sales invoice by its human-readable invoice ID.
Find Sales Invoice By Reference
Find a sales invoice by its reference value.
List Tax Rates
Retrieve a list of tax rate definitions for the administration.

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Moneybird - OAuth 2.0
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Connector Profile

Moneybird - Personal Access Token
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Moneybird - OAuth 2.0
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Link Account

Moneybird - Personal Access Token
4

Use Actions

Invoke actions using one of the methods below: