This is a standalone application (Windows or Mac) using our Moneyworks component which is designed to periodically (or manually) connect to Magento and import transactions into Moneyworks. We call this process 'syncing', and it is controlled by the Sync menu items:

Available from the Sync → Customisation code menu item. This code determines which options are available and must be entered first to enable the other menu items.

Available from the Sync → Setup menu item. This consists of four tabs with settings for the Moneyworks connection and Magento connection parameters, and also some Moneyworks-specific options and advanced options to control the sync process.

This tab controls how the Moneyworks Connector connects to Moneyworks:

The left hand side of the tab allows you to enter the parameters for the Moneyworks connection:

• The connection type can be Local file, Gold client, or Datacentre client
• The datafile location or filename must be entered (full path must be entered if a local file)
• The location of the Moneyworks executable must be entered
• Enter the document user name and password (even if blank) in all cases
• The Gold client license key is only needed if connecting to a Gold server
• The server IP address and port number are not needed for connecting to a local file
• The DC user name and password should be entered (even if blank) if connecting to a Datacentre server, and the operating system of the Datacentre server must also be selected in this case

The right hand side of the tab allows you to send commands to Moneyworks (see the Moneyworks manual for details), and you can use the examples in the Input drop-down menu to check that the connection is setup correctly e.g. selecting evaluate expr=“documentpath” and then clicking on the Execute button should return the Moneyworks document name/path in the Output box (and nothing in the Errors box). Clicking on OK will save the current connection settings, and Cancel will discard any changes made.

This tab controls how the Moneyworks Connector connects to Magento:

• User name as supplied by the Magento site administrator
• Password (API key) as supplied by the Magento site administrator
• IP address or hostname of the Magento site
• If a secure connection is required, check Use SSL

Click on the Test button to verify the connection

This tab allows you to customise how imported records appear in Moneyworks:

This tab controls the sync process itself: