Version 23.4.8843

• Establish a Connection
• More Information

You can use the Money Forward Expense connector from the CData Sync application to capture data from Money Forward Expense and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Money Forward Expense, you first must establish a connection to Money Forward Expense. Follow these steps to connect Money Forward Expense to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Money Forward Expense row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

   • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

   • Office Id - Enter the Id for your office. Note: This setting is required for most queries.

6. Click Connect to MFExpense to connect to your Money Forward Expense account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Money Forward Expense, see Money Forward Expense Connector for CData Sync.