Setup Guide

Follow these steps to connect MoneyForward Expense to your CData Connect account:

1. Open the Connections page of the CData Connect dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type MoneyForward Expense into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Follow these steps to create OAuth client credentials in MoneyForward Expense:

   1. Log into your MoneyForward Expense account.

   2. In the For Developers section, click API Linkage.

   3. Click Create Application.

   4. Set the Redirect URI to https://oauth.cdata.com/oauth/

   5. Set Scopes to office_setting:write user_setting:write transaction:write report:write account:write public_resource:read.

   6. Save your changes. You will use the values for client Id and client secret for your connection.

6. Return to CData Connect and enter the following connection information:

   • OAuth Client Id—the client Id generated above.

   • OAuth Client Secret—the client secret generated above.

   • Office Id—the Id of the office. This is required for most queries.

7. Click Sign in to connect securely through OAuth. This action opens the MoneyForward Expense sign-in page in a new tab.

8. Log into your MoneyForward Expense account and provide the requested permissions (if applicable).

9. At the top of the CData Connect Add MoneyForward Expense Connection page, click Save & Test.

   • If the connection test succeeds, a message indicates that your connection has been created.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and MoneyForward Expense, see this information page.