For syncing MYOB with Vtiger CRM let us learn the configurations needed to be mapped appropriately.
Note: MYOB accounting is available for the below modules in Vtiger CRM. - Contacts.
- Organization
- Invoices
- Products
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Syncing MYOB Contacts to Vtiger CRM Contacts- While creating a contact on MYOB, If your customer is a person, you should choose Designation as Individual.
- On MYOB, under the Contacts module, All Contacts with Designation Individuals are synced with Vtiger CRM’s Contacts module.
Follow these steps to sync MYOB Contacts (Individual) to Vtiger CRM’s Contacts module:
- Login to your MYOB account.
- Click Contacts.
- Select Create Contact.
- Under Contact Type, select Customer.
- Under Designation, select Individual.
With this, MYOB Contacts with Designation Individuals are synced to Vtiger CRM’s Contacts module.
Syncing MYOB Contacts to Vtiger CRM Organizations- While creating a contact on MYOB, If your customer is a company or an organization, you should choose Designation as Company.
- On MYOB, under the Contacts module, All Contacts with Designation Company are synced with Vtiger CRM’s Organizations module.
Follow these steps to sync MYOB Contacts (Company) to Vtiger CRM’s Organizations module:
- Login to your MYOB account.
- Click Contacts.
- Select Create Contact.
- Under Contact Type, select Customer.
- Under Designation, select Company.
With this, MYOB Contacts with Designation Company are synced to Vtiger CRM’s Organizations module.
Note: Selecting Contacts with Designation Supplier or Personal will not sync MYOB Contacts with Vtiger CRM.
Syncing MYOB Invoices to Vtiger CRM Invoices- On MYOB, under the Sales module, Invoices are synced with Vtiger CRM’s Invoices module.
- To sync MYOB Invoices with Vtiger CRM’s Invoices modules you should choose MYOB Invoices with Invoice settings Services and Items.
Follow these steps to sync MYOB Invoices with Vtiger CRM:
- Login to your MYOB account.
- Click Sales.
- Select Create Invoice.
- Click the Settings icon.
- Under Field Layouts, select Services and items.
Note: Selecting Services will not sync MYOB Invoices with Vtiger CRM.
Syncing MYOB Items to Vtiger CRM Products
On MYOB, under Sales, Items are synced with Vtiger CRM’s Products module.