Moneybird

Connect Moneybird to your product through Chift’s unified Accounting API.

Overview legend

See what this connector supports ↓

Introduction

Moneybird is a Dutch cloud accounting tool for freelancers and small businesses. It covers invoicing, purchase invoices, receipt scanning, quotes and bank reconciliation, feeding everything into financial reports.

Activate Moneybird

Partner keys

You’ll need your own OAuth2 app, registered with Moneybird.

1. Create a Moneybird account

   Sign up if you don’t already have one.

2. Register an OAuth2 application

   Go to moneybird.com/user/applications/new, enter a name for your app, and set the callback URL to:

   https://chift.app/oauth2/redirect
   

   Click Save.

   

   Registering an OAuth2 application in Moneybird

No approval from Moneybird is needed. The app is ready to use as soon as you save it.

See Moneybird’s developer documentation for the full authentication flow.

Activate Moneybird in your Chift account

In Connectors, enter your client ID and client secret.

Connector settings

Scopes sets which scopes Chift requests. They are not set when you create the app in Moneybird:

• sales_invoices, documents and settings: always requested.
• bank: optional, requested only when you enable it.

Enable the bank scope if you create bank transactions. Without it, Create bank transactions is refused.

Test Moneybird

Environment	Self-service sandbox administration
How to get it	Create a free sandbox administration. It is not meant for real bookkeeping: invoices carry a watermark, at most 10 emails a month reach your contacts, and Moneybird’s online payment methods, payment account and Online Sales cannot be tested.
Demo data	On request: ask Moneybird support, through the help widget in Moneybird, for a demo administration with dummy data.

Vendor fees

No vendor fees, for you or your end users.

Connect Moneybird

Moneybird setup guide for end users

The full step-by-step, with screenshots.

Before they start, your end users need:

• the owner role on their Moneybird administration, or the owner’s permission to create integrations (Settings > External & AI integrations)

To connect, they:

• name the connection (optional)
• authorize the connection

Rate limits

Moneybird throttles requests per IP address:

Endpoints	Limit
All endpoints	150 requests per 5 minutes
/reports/ endpoints	50 requests per 5 minutes

When the limit is exceeded, Moneybird returns HTTP 429 Too Many Requests.

Chift automatically manages these limits to optimize performance and prevent interruptions. However, once the API rate limit is reached, Chift cannot bypass these limitations.

Two options require contacting Moneybird support directly:

• Partners with popular OAuth applications can request a per-administration limit instead of IP-based limits.
• Accounts that consistently hit the limit can agree volume-based pricing with Moneybird.

See Moneybird’s rate limit documentation.

Limitations & specificities

Invoices

An invoice number or a reference is required.

Only supplier invoices and refunds can be created. Customer invoices and refunds are not supported.

Bank feed

Rules for creating bank transactions:

• Each external transaction ID is unique, within the request and in the Moneybird administration.
• Each transaction uses the bank account’s currency.
• The bank scope is enabled. See Connector settings.

Journal entries

Rules for creating journal entries:

• They can only be created in the general journal.
• Client and supplier lines need the force_general_account attribute.
• Only sales VAT codes can be used.

Coverage

Troubleshooting

Specific errors for Moneybird:

Error Code	Error description	Resolution
ERROR_INVALID_BODY	The provided email does not fit the required format, or the external transaction ID must be unique in Moneybird.	Provide a valid email address and ensure external transaction IDs are unique.
ERROR_MISSING_INVOICE_NUMBER	An invoice number is required when creating an entry in Moneybird.	Provide an invoice number.