Keep Moneybird and Salesforce updated automatically.
This connector fixes that, and we build it on request: what happens in Moneybird lands in Salesforce by itself, in the shape Salesforce 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 contacts by hand and search first whether someone exists, so no duplicate customer appears.
What Moneybird to Salesforce saves you
- Record every invoice you send from Moneybird against the right customer in Salesforce.
- Record a Moneybird invoice going overdue against the right customer in Salesforce.
- Record every paid Moneybird invoice against the right customer in Salesforce.
What travels across the link
Everything this connector moves between Moneybird and Salesforce, and how often.
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Contacts
to Salesforce automaticallyThe person or company lands on the right contact in Salesforce, found by email, so you create nothing twice.
What each side expects
Moneybird and Salesforce do not describe the world the same way. This is what has to line up.
Salesforce
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Let us know you want to link Moneybird to Salesforce. 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 CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 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, with access to the data you want linked.
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 Salesforce?
Yes. Schakel connects through the official APIs of Moneybird and Salesforce, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Salesforce?
Yes. Contacts are matched by email, so an existing customer in Salesforce is updated rather than a second one appearing.
Which contact in Salesforce does the information from Moneybird land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Moneybird.
What does connecting Moneybird and Salesforce 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 Salesforce?
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 Salesforce 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 Salesforce?
You give Schakel access to Moneybird and Salesforce 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 Salesforce. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Moneybird and Salesforce 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.