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Introduction
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:
Entering the customisation code
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.
Setting up the sync parameters
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.
Moneyworks connection parameters
This tab controls how the Moneyworks Connector connects to Moneyworks:
Magento connection parameters
This tab controls how the Moneyworks Connector connects to Magento:
Moneyworks settings
This tab allows you to customise how imported records appear in Moneyworks:
Other settings
This tab controls the sync process itself:
