How to Send PeepSo Data to Moneybird

Moneybird is an invoicing and accounting platform for managing finances. Every PeepSo a member registers, posts an activity, or joins a group should flow into Moneybird automatically. This guide shows how to set that up in five minutes.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to invoicing and accounting. No task meter, no monthly bill.

What you will need

• A WordPress site with PeepSo installed and configured.
• A Moneybird account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Moneybird to AFI

1. Log in to your Moneybird account.
2. Go to Settings → API and create an API token.
3. In WordPress, go to AFI → Settings → Moneybird.
4. Enter the Administration ID and API token, then click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it PeepSo to Moneybird.

2. Pick your trigger

Select PeepSo as the form provider. AFI fires when a member registers, posts an activity, or joins a group, giving you access to member details, profile fields, and activity data.

3. Select Moneybird as the destination

Choose Moneybird from the platform dropdown and pick Add Contact. This creates a contact in Moneybird.

4. Map fields

Match each Moneybird field on the left to the corresponding PeepSo field on the right. Common mappings include member name, email, profile data, and activity type. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain activities? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test a member registers, posts an activity, or joins a group in PeepSo. Check Moneybird to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and address to Moneybird with unlimited events. Pro adds custom field mapping and invoice creation. No per-event fees on any plan.

Frequently asked questions

Which PeepSo events trigger the integration?

AFI fires when a member registers, posts an activity, or joins a group. This covers member registrations, profile updates, and group joins.

Will adding this slow down my site?

No. AFI sends data to the destination after the community event completes. Your members are not affected.

Can I send member data to multiple platforms?

Yes. Create a separate integration for each destination, and every event flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect PeepSo to Moneybird in minutes.