Moneybird proof types and permissions

Note

This Hypersync is not supported in Hyperproof Gov.

When you configure a Hypersync for Moneybird a control or label, you can automatically collect the following proof types:

Table 307. Moneybird proof types and fields

Proof type	Fields	Testable
Chart of Accounts	Account Number, Account Name, Account Type, Status, Parent Account, Remote ID	Yes
Vendor and Customer Master Lists	Entity Name, Email, Tax ID, Address, Last Updated, Remote ID	Yes

Requirements

To connect to Moneybird and collect proof, your Moneybird configuration must meet the following requirements.

Administration ID - When accessing Moneybird, the Administration ID is embedded in the URL. Example: https://moneybird.com/{administration_id}
API Key - To generate:
1. Log in to Moneybird and register at the following link.
2. When registering, select the option to create a Personal Account Token.
3. Copy and save the token in a secure location.

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance in meeting the requirements to integrate with Hyperproof and collect the proof you need.

Connection configuration

When you configure a Hypersync for Moneybird the first time, you must provide the following information:

Administration ID
API Key

The first time you run this Hypersync, it may take up to 24 hours to load all data.

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need.

Additionally, you can create multiple Hypersyncs for a single control or label.

Additional documentation

Connecting to Moneybird

From the left menu, select either Controls or Labels, depending on the object you want to link to the Hypersync.
Select the control or label for which you want to automate proof.
Select the Automations tab.
Click Create Hypersync.
The Choose app window opens.
Use the filter at the top of the Choose app window to find the app where the proof data will be pulled from, e.g., Azure or GitHub. You can search for apps by Name, App ID, or Category, such as Ticketing or Accounting apps.
Select your app.
The Connect window opens.
Note
Hyperproof uses Merge, a third-party API, to streamline the connection process. For more information on how Hyperproof integrates with Merge, please refer to the Hyperproof Security Overview.
Sign in to your account.
Note
Depending on the app, you might be asked for your username and password or a token. The sign-in process varies by app. See the Requirements and Connection configuration sections of the specific Hypersync document for more details.

In this section:

Moneybird proof types and permissions

Note

Requirements

Note

Connection configuration

Note

Additional documentation

Connecting to Moneybird

Note

Note

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