Table of Contents


Kana Sasaki Updated by Kana Sasaki

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How to log in to NotePM

Note On the PM login page , enter your team domain, email address and password to log in.


How to get the workspace key

Your team domain is your workspace key .



How to get access key

Note After logging in as a PM, go to Account Menu > Personal Settings > API Access Tokens on the top right of the screen.

Create an API access token. Click the Create button .


Enter a token name , select Read for Scope , and click Create .

You should see your API access token. This will be your access key, so copy and save it.

Please note that the API access token will not be displayed again.


Integration setup

In the Money Forward Admina integration screen, search for Note PM .

Enter the Workspace Key and Access Key obtained in the previous step and click Integrate .

If the connection with NotePM is successful, the registered user information will be displayed in the account list.

If it does not complete successfully, please edit from the status tab of the integration screen and try Integrate again.

If you can't solve it, please contact us by chat 🙏

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