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How to 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 Individual 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 Individual 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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