Switching from another integration

If you currently book into Moneybird with another integration, you want to be sure Boekvogel gets it right before you switch that off. And you don't want any order in your books twice. Here is how to go about it.

1. Try it in a separate administration first

Create a second, empty administration in Moneybird and connect Boekvogel to it. Your current integration keeps booking in your real administration as usual. That way you see for a few weeks how Boekvogel books your orders, refunds, VAT and payouts, without anything ending up twice in your real books.

Whether an extra administration is included in your Moneybird plan or costs money is up to Moneybird; you can see that in your own Moneybird account under Subscription.

Put the two administrations side by side. The monthly export from Boekvogel helps: for every order the amount, the VAT and the payment method, and for every payout the gross amount, the fees withheld and the net. If those columns match what your current integration booked in your real administration, Boekvogel is booking it correctly.

2. Choose one switchover day

3. What stays with you around the switchover day

• Refunds on orders from before the switchover day you book yourself in Moneybird, or leave to your previous integration. Boekvogel only credits orders it booked itself, but it does list such a refund under “Needs attention”, so you don't miss any.
• Boekvogel cannot reconcile a Shopify Payments payout containing orders from before the switchover day. That payout goes to “Needs attention” and you reconcile it yourself.
• Existing customers do not get a second contact: Boekvogel first looks for a contact with the same email address before it creates a new one.

Going back to your previous integration

Not happy with it? Cancel Boekvogel and start your previous integration from the day after the last order Boekvogel booked. What Boekvogel put in Moneybird simply stays there.