Sparebank1 Regnskap
What data can be transferred with this integration?
When a customer is created in Moment, it will be immediately transferred to Sparebank1 Regnskap. Any changes on a customer will also trigger a transfer from Moment to Sparebank1 Regnskap.
Fields included: customer name, customer number, organization number, email, website, address fields, phone number, fax number, currency code and country code.
When creating a new project, it will automatically be transferred into Uni Economy. Any changes on a project will also trigger a transfer from Moment to Uni Economy.
Fields included: project name, project number, customer number, project state, start date and end date.
Not yet implemented. Contact integrations if there is an interest to have this added.
When an invoice is finalized in Moment, it will be immediately transferred to Uni Economy. Each invoice will be automatically posted in the journal as a voucher. The voucher number will be automatically set, and it is based on the paymentId of the invoice. If the paymentId (KID) is missing, the invoice number will be used.
Fields included in the invoice: invoice number, description, customer number, project number, invoice date, due date, payment id (kid or invoice number). All invoice lines will be attached to a product type (hours, expenses, products) with matching financial accounts in both systems. One invoice line may contain item text, quantity, total amount excluding vat, vat code.
Uni Economy is currently not able to receive attachments. If the accountant requires access to these, add this user to Moment. (external users are free in Moment).
Important to know
Moment = master. This means that the invoice number, customer number and project number will be transferred into Sparebank1 Regnskap. Do not change the numbers in Sparebank1 Regnskap.
In Sparebank1 Regnskap, the customer number must be numeric and in the range between 100000 to 199999.
In Sparebank1 Regnskap, the project number must be numeric. The integration will fail if you try add other characters than numbers in a project number in Moment.
Make sure your account numbers and vat codes are the same in Moment and Sparebank1 Regnskap.
One-time configuration
To enable Sparebank1 Regnskap integration requires two steps to be completed. The first step is to be done in Sparebank1 Regnskap, then afterwards in Moment.
Sparebank1 Regnskap
Prior to configuring integration in Moment, add Moment as an integration in Sparebank1 Regnskap. This is done through their marketplace
Search for "Moment Team" in their marketspace, in the integrations section.
Click on the "Les mer" link to read more about the integration and also to activate it.
When the integration has been activated in Sparebank1 Regnskap, continue the configuration in Moment.
Moment
Navigate to Setup / Settings / Integrations and click on the "New Integration" button. Search for Sparebank 1.
In the dialog fill out the fields:
Bank: Select the correct bank where you are a customer.
Company key: This can be found under the ? up in top right corner, select menu item "Systeminformasjon" (Screenshot below)
Add email address to get notification if anything fails
Select the data types you want to transfer.
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