Money S4/S5

This out-of-the-box integration pulls your contacts and orders from your Money S4/S5 accounting software into Daktela.

The moment a customer calls, your agents can see their contact and order history right in front of them — no manual lookups, no context switching. The sync is one-way (Money S4/S5 > Daktela) and keeps your Daktela CRM records paired with your Money S4/S5 data.

Key Features:

• Contact Sync: Money S4/S5 contacts are automatically pulled into your Daktela CRM database.
• Order Sync: Pair customer orders from Money S4/S5 with their Daktela records for full context on every call.
• Self-Service Setup: Configure the connection directly in the Daktela interface once your REST API is ready.

Setup Overview

A Money S4/S5 implementer first enables the REST API and provides the API URL (under Administration > Data exchange > REST API > API configuration), then generates a Client ID and Client Secret (under Administration > Data exchange > REST API > API keys).

In Daktela, go to Manage > Integrations, open Money S4/S5, select your target CRM Database, enter the Instance URI, Client ID and Client Secret, click Authorise, then map your fields and click Activate.

• Go-Live Speed: Approx. 15 minutes (after the REST API is prepared).
• Cost: Included in CC.