MoneyForward Expense
MoneyForward Expense
Follow these steps to connect MoneyForward Expense to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type MoneyForward Expense into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Follow these steps to create OAuth client credentials in MoneyForward Expense:
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Log into your MoneyForward Expense account.
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In the For Developers section, click API Linkage.
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Click Create Application.
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Set the Redirect URI to https://oauth.cdata.com/oauth/
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Set Scopes to office_setting:write user_setting:write transaction:write report:write account:write public_resource:read.
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Save your changes. You will use the values for client Id and client secret for your connection.
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Return to CData Connect Cloud and enter the following connection information:
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OAuth Client Id—the client Id generated above.
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OAuth Client Secret—the client secret generated above.
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Office Id—the Id of the office. This is required for most queries.
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Click Sign in to connect securely through OAuth. This action opens the MoneyForward Expense sign-in page in a new tab.
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Log into your MoneyForward Expense account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add MoneyForward Expense Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and MoneyForward Expense, see this information page.