AFI
Moneybird
Moneybird is a Dutch online accounting platform for small businesses. Advanced Form Integration creates contacts and sales invoices in Moneybird from WordPress form submissions.
What you’ll need
- An active Moneybird account.
- Your Moneybird API credentials (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Moneybird API token
- Sign in to your Moneybird account.
- Go to Settings → API.
- Create a new API token and copy it.
- In WordPress, go to AFI → Settings → Moneybird.
- Click Add Account, paste the Bearer Token, and give the account a name.
- Click Save.
Moneybird uses Bearer token authentication. AFI sends the token in the Authorization header.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Moneybird. - Under Trigger, pick the form plugin and the specific form.
- Under Action → Platform, select Moneybird.
- In Task, choose Create / Update Contact.
- Pick the saved account.
- Map your form fields onto the fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create / Update Contact
Creates or updates a contact in Moneybird. If an existing Contact ID is provided, the contact is updated. Otherwise a new contact is created.
| Field | Field key | Required | Notes |
|---|---|---|---|
| Existing Contact ID | contact_id |
No | Skips creation; updates existing contact |
| Company Name | company_name |
No | |
| First Name | firstname |
No | |
| Last Name | lastname |
No | |
| Attention | attention |
No | |
email |
No | ||
| Phone | phone |
No | |
| Website | website |
No | |
| Address Street | address_street |
No | |
| Address City | address_city |
No | |
| Address Postal Code | address_postal_code |
No | |
| Address Country | address_country |
No |
Pro features
The Pro integration extends the free version with additional capabilities. Pro uses the same Moneybird connection.
Create Sales Invoice
Creates a sales invoice for a contact. Supports WooCommerce order auto-fill, line items, and payment terms.
Feature comparison
| Feature | Free | Pro |
|---|---|---|
| Create/update contact | ✅ | ✅ |
| Standard contact fields | ✅ | ✅ |
| Create sales invoice (with WooCommerce auto-fill) | No | ✅ |
Conditional logic example
Only send data to Moneybird when specific conditions are met. For example, add a condition on a form field to control which submissions are forwarded.
Troubleshooting
Nothing arrives in Moneybird
Open AFI → Log and find the most recent entry. AFI stores the request URL, body, and raw response.
API credentials rejected
Verify your credentials in your Moneybird account settings. If they were regenerated, update them in AFI → Settings → Moneybird.