In this Article
Overview
This guide will take you through MYOB AccountRight integration setup steps and procedures. If you have any questions outside of this guide, please ask us.
You must be using one of the following versions of MYOB to use this service:
- MYOB AccountRight Standard – Cloud
- MYOB AccountRight Plus – Cloud
- MYOB AccountRight Premier – Cloud
The integration synchronises data between MYOB AccountRight Live and Maropost Commerce in the following ways:
Exported from Maropost Commerce into MYOB:
- Customers: Matched by the Maropost Commerce customer username to MYOB customer ID.
- Invoices: Sales orders in Maropost Commerce that are approved and completed (includes cancelled orders).
- Payments: Must have an associated invoice to be exported to MYOB.
- Stock Adjustments
- RMAs
Warning: This integration does not support MYOB's multiple warehouses. Disable this functionality before you connect MYOB to Maropost Commerce to prevent errors during exports from MYOB.
Imported from MYOB into Maropost Commerce:
- Customers
- Products (Items): Matched by product Custom Label in Maropost Commerce to the MYOB item code.
- Inventory (stock levels)
- Chart of Accounts and Tax Codes
Sync schedules can be viewed and changed in the MYOB Live > Tasks page.
Important: Products Custom Labels in Maropost Commerce must match Item Codes in MYOB when using any of the standard workflows 1-3.
Set up MYOB AccountRight Live
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In your Maropost Commerce control panel click Addons from the navigation menu.
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Under Accounting, install MYOB AccountRight Live.
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Once installed you will be taken to the Add New Integration Page. Name the integration, set integration start date, choose an integration workflow then Continue.
Please Note: The integration workflow will depend on your own workflow. Please ensure you read each workflow carefully and select the appropriate one.
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Connect to your MYOB AccountRight Live account - click connect to my.MYOB
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Click the "Connect to MYOB AccountRight Live" button below. This will take you to your MYOB AccountRight Live account where you will be asked to login and authorise access to your my.MYOB account.
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Follow on screen instruction to generate MYOB AccountRight Live token
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Follow on screen instruction to complete configuration of MYOB AccountRight Live.
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Select the Company File to be integrated from the dropdown list. Enter the Username and Password used to authenticate the company file when starting MYOB (this is not the same as your my.MYOB login details) then click Continue.
Please Note: If you do not currently use a password with your company file, you will need to create one as it is required for authentication.
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Map your default Account/Tax code settings and set Inventory Import Settings, Invoice Export Settings and Customer Export Settings. Click Continue.
Tip: For more help on how to setup these accounts in MYOB, click
here.
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Your MYOB AccountRight Live integration setup with Maropost Commerce is now complete and data integration will commence based on the pre-selected configuration options. Click Save.
Your MYOB account is now integrated with your Maropost Commerce control panel. To ensure smooth operation run the import tasks below first, before any export tasks.
Set up a new Company File
When starting a new MYOB company file, you will need to uninstall and reinstall the MYOB integration. This will clear all previous export and import logs that where linked to your old file allowing for a new sync to your new company file.
To uninstall the MYOB integration:
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Ensure all previous invoices, customer, payments have exported successfully.
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In your Maropost Commerce control panel click on the Add-on menu.
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Find the MYOB AccountRight add-on and click the uninstall button.
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Confirm that you want to uninstall the add-on.
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Follow the steps above to reinstall MYOB.
Run Import Tasks
Your MYOB integration operates on individual tasks that run on a schedule. This allows you to set up the integration and only import or export specific information while finalising the rest of the integration. Once the integration is set up, disable all tasks except for:
- Import accounts
- Tax Codes
- Company File.
From there, work downwards running the tasks one by one, checking all the data that comes through. The main tasks that need to run (in order) are:
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Import Products
Import products links the product in Maropost Commerce and MYOB, and is required to export invoices with items. Item number in MYOB will be matched to the custom label product field in Maropost Commerce. If there is no custom label entered on the product, item number will be matched with the product SKU.
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Import Customers
The MYOB card ID field is matched to the Maropost Commerce customer username field. Once the customers are linked up, similar to item, it should be fine to start exporting.
The customers and products need to exist in MYOB first, so you will now be able to export invoices to MYOB Live AccountRight.
