Finance & invoicing

Moneybird

Create a Moneybird API token, find your administration ID, and send both to us. About 4 minutes.

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What we need
1 personal API token and your administration ID
Time
about 4 minutes
Who can do this
a Moneybird user with access to the right administration (ideally the owner)
Plan needed
works on paid Moneybird plans

Before you start

  • Log in details for your Moneybird account.
  • OneTimeSecret open in another tab. You will use it to send the token. How it works.

Part 1: get your API token

  1. Open the new-token page

    Log in to Moneybird. Then go to moneybird.com/user/applications/new.

  2. Choose a personal API token

    Moneybird asks what you want to create. Choose the personal API token option (not the external application).

  3. Name it

    Type a name, for example "Uplifted Consulting".

  4. Tick the permissions

    Tick the boxes for the parts we need. Unless we told you otherwise:

    • sales_invoices
    • documents
    • bank
    • settings

    Leave the others unticked.

  5. Create and copy the token

    Click Create. Copy the token that appears.

    Careful

    Treat this token like a password. Copy the whole thing.

Part 2: find your administration ID

Your "administration" is your company file in Moneybird. Each one has a number.

  1. Open your administration

    Go to moneybird.com and open the company you want us to work on.

  2. Copy the number from the address bar

    Look at the web address at the top. The long number right after moneybird.com/ is your administration ID. Example: moneybird.com/123456789012345678/sales_invoices

The administration ID is not secret. You can send it in a normal email, or paste it into the same OneTimeSecret message as the token.

Send it to us

Send it with OneTimeSecret

Paste the token (and the administration ID) into OneTimeSecret, create the link, and send us only the link. Label it "Moneybird API token".

Something not right?

I have more than one company in Moneybird

The token works for every company you can access. Send us the administration ID of each company we should work on.

The link to the new-token page doesn't work

Make sure you are logged in to Moneybird first, then open the link again.

How do I remove your access later?

Go back to your applications page in Moneybird and delete the token. It stops working straight away.

Last checked: 22 Oct 2026 against Moneybird's authentication docs and getting started guide.

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