Money Forward Invoice Integration

Modified on Tue, 10 Dec at 5:57 AM

Integrating Money Forward Invoice with Josys enables the IT Admin to view the user accounts.   



Key benefits


When you integrate Josys with Money Forward Invoice, you can view a list of user accounts, including their status and roles.


Note: Josys supports multiple Money Forward Invoice integrations.



Prerequisites


Before you begin with the integration, make sure that you have:

  • A Money Forward Invoice admin account
  • A Company Number


Locating the Company Number


Step 1: Log in to Money Forward Invoice using an account with admin privileges. 


Step 2: Navigate to the Business drop-down at the top right and copy the Business Number to use later in the integration steps.





Steps to Integrate

Step 1: Select Money Forward Invoice from the App Catalog in the Apps section.


Step 2: Provide a suitable Label in the respective field

Step 3: Enter your Money Forward Invoice login Email and Password in the respective fields.


Step 4: Enter the Business Number in the Company Number field as copied in the previous section and click Next to proceed.



Step 5: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article