Summary:
After the integration, the workflow is as follows: The open items from MOCO are loaded into COMMITLY automatically. This saves you the export and import of CSV files as a first step.
In COMMITLY, "MATCHING" searches - automatically or manually - for inflows or outflows that fit the open items. These can then be marked as paid.
Because the open items are marked as paid, the Forecast changes accordingly.
By linking COMMITLY with your MOCO account, your open items are automatically transferred into the liquidity planning.
After the integration with MOCO, the outstanding payments are shown in a clear list. Overdue invoices are detected automatically and marked in red.
The status of the invoices is also shown in color and can be handled flexibly.
What do I need to do in MOCO?
First, click your own account name at the top right in MOCO and click Profile.
Then click the Integrations tab.
Copy your personal API key there.
What do I need to do in COMMITLY?
Click "Company Settings > Integrations".
Click "Connect MOCO" there.
Enter your domain. You can find the domain in the URL of your MOCO account, e.g. https://your-company.mocoapp.com - in this example, use your-company as the domain.
Paste the copied API key into the API Key field.
In the "Open Items" menu, you can now sync your account by clicking "Load MOCO invoices".
Error message: "Token Expired" (MOCO)
If the message appears saying that the MOCO token must be renewed, proceed as follows:
The MOCO token must be renewed.
Generate a new token in MOCO.
Disconnect MOCO in COMMITLY (Company Settings > Integrations) and reconnect it with the new token (in COMMITLY under Add-ons > Open Items).