This out-of-the-box integration automatically syncs contacts and companies from your Money S4/S5 accounting software into Daktela.
Crucially, it also displays important financial details like balance, turnover, and receivables, giving your agents immediate context about the caller's financial history without needing to switch systems. This allows for faster, more informed customer service.
The integration requires a REST API to be configured on your Money S4/S5 server. Once the API is accessible via a URL, the setup in Daktela is simple and takes around 15 minutes.
Configuration is done within the Daktela GUI under Manage > Integrations, where you will add your API URL, provide credentials, and map the relevant data fields.
