This guide will walk you through the process of connecting Moss and Poool. If you follow this guide step by step, you will have successfully connected Moss and Poool by the end.
Preparations before you can connect
In order to connect Poool with Moss, you need to create an API key for the integration.
1. For that purpose log in to Poool and navigate to “System” > “API & Webhooks”.
2. Under “API Benutzer” add a new API user to generate an access key. Click “+ API Benutzer”.
3. Enter an integration “user name” into the field “API Benutzername”. Then continue with click on “Weiter zu Schritt 2”.
4. Add the required permissions for the integration scope on the next screen:
⚠️ Poool team will add a Moss configuration button to this page to auto-select all required permissions for our integration. For now we recommend to either select all permissions available for the Moss integration key or consult your Poool support on the required permissions.
5. Scroll down to bottom of that page and press “Speichern” to save the API key and generate the connection token.
6. The token will only show once. Make sure you copy and save the token in a secure place to then connect the Moss API from your Moss account.
Connect Moss with Poool
1. Open Moss and navigate to “Settings” > “Accounting”
2. Click on “Set up Accounting”
3. You’ll be asked whether you’re responsible for accounting and have access to all necessary bookkeeping functions in your company.
If you do, please proceed with the setup. If not, please assign this task to the appropriate person and invite them to Moss if they haven’t joined yet.
4. Select Poool as your accounting software from the list and press “Continue”
5. Enter the API Key you have generated from your Pool Account in this place and continue.
6. The next screen will confirm the connection has been successfully set up. You can now “Sync and Continue”. This will trigger the import of your Chart of Accounts, your Supplier accounts, Tax codes, Cost Centers and Project Codes from Poool.
7. Once the Sync is complete, We ask to complete the configuration for your Moss <> Poool connection.
What you can configurer here:
You can define a Moss Default Supplier account. This supplier will be used to post all Moss card transactions into Poool.
Alternatively you can activate “Supplier Accounting for Card Transactions”. If this setting is enabled, this allows you to post Moss Credit Card transactions against the respective suppliers of the merchants you are paying. You can of course still code smaller expenses against a single collective supplier and use this setting only for bigger spend such as marketing or software expenses.
For FX Fees Moss charges for foreign currency transactions you can define a GL account (Bank fees account) if you want these to be recorded separate from the actual expense. If you do select an FX fee GL account, you must define a VAT code (0% rated) for these expenses in the field below.
In the next step you will find your Chart of Accounts imported from Poool. You can mark accounts inactive which you don’t want to use in Moss. You can manage your chart of accounts at any later point in time as well.
Once you continue, you will find the supplier accounts imported from Poool. You can maintain the list of active supplier accounts in the same way. Also the Tax codes you’ll find imported in the next step.
We imported you Cost Centers and Project Codes. Project Codes appear as “Cost Carriers in Moss. You can re-name these to “Project” in the Moss interface later.
Confirm the setup with “Finish”. You are now ready to post transactions into Poool.
Export your data into Poool
You can export all your data from Moss directly into your accounting system. Please find instructions on how different types of transactions sync into Poool.
Follow these steps to go to the export page:
Open Moss
Click on “Export” in the feature overview
Export card transactions from Moss into Poool
Follow these steps to export your card transactions from Moss and import them into Poool.
Select the card transactions you want to export. If you want to export all transactions at once, simply click on the box at the top of all items to select all. To export the items, click on “Export items.” The number will change depending on how many items you have selected.
A side window will open where you have to click on “Export” at the bottom.
How Moss posts into Poool
Once Synced into Poool you will find Moss transactions with attached receipts under “Buchhaltung” > “Eingangsrechnungen” marked as paid (make sure you apply a filter for “Bezahlt” to find Moss exports on the screen).
You have now reached the end of the Poool Guide.