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teams-moneybird-interface's Introduction

Moneybird for MS Teams

A front end for integrating Moneybird https://www.moneybird.com/ with Microsoft Teams.

Tabs

The Moneybird tabs will allow you to display a table of a resource in MoneyBird.

Resources will be filtered by contact. When configuring the tab you will either have to select a previously saved api key or add a new one. Then you can pick which contact and what type of resources you want to be displayed on your tab.

The two reousource types are sales invoices and quotes/estimates.

If you need more then one contact or resource you can add as many tabs as you need.

Connectors

The Moneybird connector will notify the team about events that happen in Moneybird.

Setting up a connector is similar to setting up a Tab. You will select or add an api Key, select a contact, and then select a resource to recive notifcations for. Once those event happen in Moneybird a card will be posted to the chat of that team.

The reources for a connector are sales invoices, quotes/estimates, and time entries(sort of...)

Time entry caveat

Notifcations for time entries only work correctly when and start and end date are added at the same time. If the timmer is used a norifcation will be posted with out an endtime and the duration will be missing.

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