KPL-2085

Keep Magento and Moneybird updated automatically.

Magento (Adobe Commerce) is powerful but keeps your bookkeeping at arm's length: orders, invoices and credit memos live as separate entities, spread across multiple store views, currencies and complex tax rules. There is no real export to your accounting, so it is often done by hand. Schakel reads your Magento orders from every store view and consolidates them into sales invoices in Moneybird, with the right VAT rate per line.

InvoicesContactsVAT
The link

What travels across the link

Everything this connector moves between Magento and Moneybird, and how often.

  1. Orders from every store view

    Sales from all your Magento store views come together in one Moneybird administration as sales invoices, with a line per item and the Magento order number as reference. No exporting per store separately.

  2. VAT per line for complex rules

    Magento can run its own tax rules per store view and customer group. Schakel reads the applied rate per line and maps it to the right Moneybird VAT rate, standard, reduced, 0% or reverse charge, without retyping lines.

  3. Credit memos as credit notes

    A Magento credit memo becomes a credit note in Moneybird on the same contact, for the amount actually refunded, so your receivables and revenue stay correct without manual corrections.

  4. Multi-currency and B2B

    Orders in foreign currency are booked with the amount and currency as Magento charged them. B2B orders with a valid VAT number are booked as reverse charge instead of a rate, recognised by the customer group.

What you get out of it

What Magento to Moneybird saves you

  • No more manual export from Magento, all store views come together in Moneybird.
  • VAT is right per line, even with custom tax rules per store view and customer group.
  • Credit memos become credit notes, your receivables stay correct without corrections.
  • Multi-currency and B2B reverse charge are handled, not checked by hand.
In four steps

Setting it up

  1. 01

    Connect Magento

    You give Schakel access to your Magento orders through an integration token from your admin. Schakel reads every store view you point it at, your storefront itself does not change.

  2. 02

    Grant access to Moneybird

    You authorise Schakel through Moneybird and pick the administration the invoices should land in. Your password is never asked for or stored.

  3. 03

    Map store views, ledgers and rates

    You link each store view to a revenue ledger and invoice series, and your Magento tax classes to Moneybird VAT rates. B2B customer groups are set to reverse charge.

  4. 04

    Check and let it run

    You see the first invoices as drafts before they are final. Once it looks right, new orders and credit memos from all store views flow in by themselves, visible in the log.

What you need

  • A store you administer, with API access from its admin.
  • A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.

Not sure how to get those keys? Step by step:

Where it runs

Inside your Shopify admin, as an app. You sign in through Shopify, no separate account.

Request this connector: tell us what you need and we reply within 24 hours.

Another pair

Connect a different pair

Magento and Moneybird is one of many. Pick two systems and see what travels between them.

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Common questions

Is the Magento to Moneybird connector available?

Request this connector and get access. You let us know you want to link Magento to Moneybird, and we make sure you can get started. You hear from us within 24 hours.

Does this work with multiple store views and websites?

Yes. You assign per store view which revenue ledger and invoice series the sales should land on. You can bundle everything in one administration or keep it separate per store.

How does it handle Magento's complex tax rules?

Schakel does not copy your tax rules but reads the rate Magento already applied per line, and maps the matching Moneybird VAT to it. Your return stays correct, even with unusual customer groups.

Are Magento credit memos handled?

Yes. Every credit memo becomes a credit note in Moneybird on the same contact, for the refunded amount, so you never have to credit by hand.

Does this work with Adobe Commerce, on-premise and cloud?

Yes. As long as Schakel may read your orders through the Magento integration, it works with Adobe Commerce in the cloud and with a self-hosted Magento install.

Can you connect Magento to Moneybird?

Yes. Schakel connects through the official APIs of Magento and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.

Which VAT rate do my sales get in Moneybird?

The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.

Are commission and fees booked separately in Moneybird?

Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.

Missing something you need?

Tell us what Magento and Moneybird 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.