This integration must be initiated from the Circable account.
Log in to Circable:
Click 'Settings' from the bottom of the navigation menu on the left:
Click 'Integrations' from the Settings screen:
On the 'Integrations' screen click the 'Connect' button next to 'Automatic sync':
A menu will pop up on the right side of your screen. Ensure MONESQ is selected and click 'Connect':
If you are already logged in to MONESQ, you'll proceed directly to the permissions screen. If not, you will be prompted to log in to your MONESQ account:
Next, you will be asked to provide permission for MONESQ to share data with Circable. Click 'Allow' to proceed:
You will receive a notification that your MONESQ account is connected. Here you can close the dialog box, click 'Open expense categories' to view your expense categories and determine which you'd like to include in Circable, or 'Open clients' to open your list of clients in Circable.
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