Keep Moneybird and Outlook updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in Outlook by itself, in the shape Outlook expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create the ticket or appointment yourself when something arrives through another channel.
What Moneybird to Outlook saves you
- Open a Outlook ticket automatically for every invoice you send from Moneybird.
- Open a Outlook ticket automatically for a Moneybird invoice going overdue.
- Open a Outlook ticket automatically for every paid Moneybird invoice.
What travels across the link
Everything this connector moves between Moneybird and Outlook, and how often.
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Contacts
to Outlook automaticallyThe sender is recognised or created as a contact in Outlook, so the conversation sits with the right person.
What each side expects
Moneybird and Outlook do not describe the world the same way. This is what has to line up.
Outlook
A customer contact system wants a sender and a subject, so a message lands with the right customer.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to Outlook. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Moneybird. A customer contact system wants a sender and a subject, so a message lands with the right customer.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
- An account you administer, and the inbox or channel involved.
Not sure how to get those keys? Step by step:
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Moneybird to Outlook?
Yes. Schakel connects through the official APIs of Moneybird and Outlook, so you install nothing on your own server and nothing travels outside those two parties.
Is a ticket created automatically in Outlook?
Yes. What arrives from Moneybird becomes a ticket in Outlook for the right customer, so a question does not sit somewhere unanswered.
Does Outlook recognise the sender as an existing customer?
The sender is looked up by email in Outlook and attached to the existing contact; with no match, a new contact is created.
What does connecting Moneybird and Outlook cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Moneybird sync with Outlook?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Moneybird or Outlook is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Moneybird to Outlook?
You give Schakel access to Moneybird and Outlook once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Moneybird data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update Outlook. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Moneybird and Outlook should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.