Money S4/S5 & Daktela: Financial Context for Your Support Team in 15 Minutes

"Is this a VIP client with a high annual turnover, or a customer with three overdue invoices?"

Usually, a support agent has no way of knowing this the moment they pick up the phone. They solve the immediate technical issue, unaware that they are talking to a key business partner—or conversely, someone whose service should be limited due to non-payment. Finding this out usually requires logging into the ERP or calling the accounting department.

With our native integration for Money S4 and S5, you can bridge the gap between your accounting software and your contact center. Give your agents the full financial picture instantly.

Why connect your accounting software with Daktela?

This integration isn't just about syncing names and phone numbers; it's about providing financial context. When a client calls, the operator sees not only who is calling but also their value to the company.

Key benefits for your business:

• Instant Financial Insight: The integration displays critical data such as turnover, account balance, and receivables directly on the contact card in Daktela. Your team knows immediately if they need to treat the caller as a VIP or politely remind them of an outstanding payment.
• Automated Contact Sync: No more manual data entry. Contacts and companies are automatically synchronized from Money S4/S5 to Daktela.
• Order Overview: Agents can see the history of orders and their statuses without leaving the Daktela interface, speeding up query resolution significantly.
• Included in your license: Like our other native integrations, this feature is included in your standard Contact Center (CC) license at no extra cost.

How does it work?

The integration operates via a secure REST API connection. It pulls data from Money S4/S5 and maps it to your CRM fields in Daktela. You can customize exactly which data is synchronized—whether it's basic contact details, order history, or specific custom fields relevant to your workflow.

Setup: Ready in 15 Minutes

Getting this up and running is straightforward, provided your Money S4/S5 system is ready for connection.

1. Prepare your Money S4/S5 environment:

First, ensure your Money S4/S5 server has the REST API configured. If you haven't used API integrations before, you may need to ask your Money implementer to enable this. Once enabled, you will generate a Client ID and Client Secret in the Administration → Data exchange section.

2. Configure in Daktela:

With your credentials ready, the setup in Daktela takes just a few clicks:

• Go to Manage → Integrations and select Money S4/S5.
• Enter your Instance URI (API URL), Client ID, and Client Secret.
• Click Authorise.

3. Map your fields:

This is where you tailor the integration to your needs. As shown in the configuration settings, you simply map the fields from Money S4/S5 (like Name, Account, Description, or specific Order details) to the corresponding fields in Daktela.

Once you click Activate, the systems will start communicating.

For a step-by-step walkthrough, you can visit our detailed documentation here.

Don't let your support team work in the dark. Connect Money S4/S5 with Daktela and make every customer interaction more informed and profitable.

‍