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    Home  >   FAQs   >  How do I configure MYOB Sync with Vtiger CRM?
    FAQs in this section
    What is MYOB? What is MYOB Vtiger CRM integration? What are the benefits of MYOB integration with Vtiger CRM? What are the prerequisites for MYOB integration? How do I install MYOB Accounting? How do I configure MYOB Accounting on Vtiger CRM? How do I sync MYOB data with Vtiger CRM? What is the MYOB-Sync Log? What are MYOB Items and Invoices Tax Management with Vtiger CRM? What is the MYOB and Vtiger CRM field mapping? What are MYOB Vtiger integration limitations? What modules are available for MYOB Accounting - Vtiger CRM integration? How do I install Tally in Vtiger CRM? How do I configure Tally in Vtiger CRM? How do I sync data between Tally and Vtiger CRM? What is the field mapping for Ledgers in Tally and Organizations in Vtiger? What is the field mapping for Stock Items in Tally to Products in Vtiger? What is the field mapping for Sales Vouchers in Tally and Invoices in Vtiger? What is the field mapping for sales orders in Tally Vtiger integration? What are the key enhancements made to the Tally and Vtiger integration? What are the limitations of Tally and Vtiger integration? What is the behavior of Tally and Vtiger integration? What is the QuickBooks integration with Vtiger CRM? How do I install QuickBooks? How do I configure and set up QuickBooks with Vtiger? How do I synchronize QuickBooks with Vtiger? How does field mapping work in QuickBooks - Vtiger integration?  What are the limitations of the Vtiger - Quickbooks sync process? Can I integrate Stripe with Vtiger CRM? How do I integrate my Stripe account with Vtiger CRM? How do I use the Stripe gateway in Vtiger What modules can I sync between MYOB and Vtiger CRM? How do I sync contacts between MYOB Contacts and Vtiger CRM Contacts? How do I sync MYOB Contacts to Vtiger CRM Organizations? How do I sync MYOB Invoices to Vtiger CRM Invoices? What is the field mapping for sales orders in the Tally and Vtiger integration? What is the Sub-Voucher type value from the Tally account mapped in the CRM? Can I sync the Bundle product type in Vtiger to the bundle in Quickbooks? What is Instamojo? What is the purpose of Instamojo integration with Vtiger CRM? What are the prerequisites for Instamojo integration with Vtiger CRM? What are the benefits of Instamojo integration with Vtiger CRM? How do I install the Payments module in Vtiger CRM? How do I configure Instamojo in Vtiger CRM? What are the options for creating a payment record in Vtiger CRM? What are the columns in Payment’s List View? What are the Summary View actions in the Payments record? What is the Send Link option in the Payments record? What is the Pay Now option in the Payments record? How do I export a Payment record? How do I print a Payment record? Can I delete a Payment record? Does Instamojo support all currencies?

    How do I configure MYOB Sync with Vtiger CRM?

    Table of Contents
    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
     
     
    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: 
    1. Login to your MYOB account.
    2. Click Contacts.
    3. Select Create Contact.
    4. Under Contact Type, select Customer.
    5. 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: 
    1. Login to your MYOB account.
    2. Click Contacts.
    3. Select Create Contact.
    4. Under Contact Type, select Customer.
    5. 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: 
    1. Login to your MYOB account.
    2. Click Sales.
    3. Select Create Invoice.
    4. Click the Settings icon.
    5. 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.
     
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