Integrating Money Forward Invoice with Josys lets the IT Admin view and manage user accounts.
Key benefits
When you integrate Josys with Money Forward Invoice, you can:
- View: List of user accounts, including their status and roles.
- Perform actions: Add and delete a user account.
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.
