Configuration

As the integrations accepts two different methods for import, the configuration will differ somewhat depending on what method is chosen.

Common

For both methods of import there are some steps that will be the same.

1. Customer/Account ID

The ID used in the external system must be connected to a project in Moment. To do so, first create a custom field for projects with the name of your choice, recommended to be the name of the ad provider, e.g. Google, Facebook etc.

2. Expense activity

All expenses imported will be connected to the activity named in the field "Expense activity" unless the campaign name is found as an activity in the project. In the case of campaign name, the activity must be created first, and it must be named exactly the same as the campaign is in the ad provider.

3. Files

The definition of files that are to be used for the import can be found here.

Import from within the application

When selecting to import data from within the application there is no need to request credentials etc. ahead of starting to use it.

Configuration

These steps are needed to be done once for each ad provider.

1. Select the defined customer field.

2. Write the name wanted for the expense activity.

3. Select whether the expenses imported are to be billable or not.

4. Register email addresses to get notification if some errors occur.

5. Save settings.

File transfer

Using the file transfer method requires credentials to access Moment SFTP server. To get this, contact moment support or the integration development team.

When the account has been set up, we will send the information required to log in. Username, password, and server information (host name, port, root folder etc.).

Configuration

These steps are needed to be done once for each ad provider.

1. Register the information received as username, password and the name of the root folder.

2. Select the defined customer field.

3. Write the name wanted for the expense activity.

4. Select whether the expenses imported are to be billable or not.

5. Register email addresses to get notification if some errors occur.

6. Save settings.