In this article, we'll explain how to link your Moneybird administration to your membership records in Congressus. This link ensures that changes to your membership records are processed directly in Moneybird, so your contacts there are always up-to-date.
In this manual, we assume that you have a set up administration in Moneybird and we use the Dutch terms.
You also need to use the Moneybird module in Congressus. Don't have it? Please contact support@congressus.nl or use the chat!
Multiple financial administrations
Do you have multiple financial administrations in Congressus and Exact Online? You can link each financial administration in Congressus to another administration in Exact Online. This does mean you'll need to create a new link for each administration.
Note: Do not connect multiple financial administrations within Congressus to the same administration in Exact Online. This will cause information in Exact Online to be overwritten.
Add link in Congressus Manager
Follow the steps below to connect to Moneybird in Congressus Manager.
Please note: If you have multiple financial administrations in Congressus and you want to synchronize them all with different administrations in Exact Online, you must create a separate connection with Exact Online for each financial administration.
Log in to Congressus Manager;
Go to ' Settings > Integrations > Moneybird ';
Click on the green button at the top right: 'Add connection';
Now it's time to connect Congressus and Moneybird. When you click the green "Connect" button, you'll be redirected to a Moneybird page. You'll be asked to log in and give permission. Click "Allow."
You'll be redirected back to Congressus Manager. Now select the correct Moneybird administration and financial administration in Congressus with which you want to synchronize your members.
Under the heading 'Synchronization' you can select which member statuses you want to automatically synchronize with Moneybird;
Click 'Save';
To enable the connection, click 'Actions' and then 'Enable'. From now on, the selected member statuses will be automatically synchronized with Moneybird.
Change, disable or remove a link
Want to change, disable, or remove the Moneybird integration? In Congressus Manager, go to " Settings > Integrations > Moneybird ." Here you can edit the integration details, or (temporarily) disable or remove the integration via the "Actions" button in the top right corner.