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Generate a Personal Access Token

Personal Access Tokens authenticate a single Moneybird user for API access.

1

Sign in to Moneybird

2

Create a personal API token

Select the option to create a personal API token (not an external OAuth application).

  • Use the checkboxes to select the scopes/permissions you need.
  • Click Create to generate the token.
3

Copy the token

Copy the token value and store it securely. It functions similarly to a password and gives access to your entire company account.

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • Personal Access Token
  • Administration ID
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account in your Accounts page.