- An administrator account is required for the integration.
- Two-factor authentication must be set up before integrating. For details, see Request for Two-Factor Authentication Setup When Integrating MoneyForward Cloud Services.
- Google, SSO, and other external authentication accounts cannot be used for integration. For details, see Restriction: Integration Failure with Google Authentication or SSO External Accounts.
Prerequisites
How to Log In
Go to the MoneyForward Cloud MyNumber login page, enter your email address and password, and log in.
How to Find Your Workspace Key
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After logging in to MoneyForward Cloud MyNumber, click on the company name in the upper right > Switch organization.
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The organization number displayed is your workspace key.
Integration Setup
- Search for MoneyForward Cloud MyNumber in the integrations page.
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Enter the workspace key confirmed in the previous step and your login email address and password.
For the secret key, enter the two-factor authentication code set up in the two-factor authentication setup instructions.
Then click Connect.
- Once the integration is successful, registered user information will appear in the account list. If it does not complete successfully, click Edit from the Status tab on the integrations page and try again. If the issue persists, please contact us via chat.