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How to configure MYOB Accounting on Vtiger CRM?

Table of Contents
In this section let us learn how to authenticate and configure MYOB Accounting on Vtiger CRM.
Follow these steps to configure MYOB on Vtiger CRM:
  • Step 1: Setting up MYOB on Vtiger CRM modules
  • Step 2: Authenticating MYOB account
  • Step 3: Configuring MYOB settings on Vtiger CRM
Note: You will be navigating between MYOB and Vtiger CRM screens for the above steps.

Step 1: Setting up MYOB on Vtiger CRM modules
  1. Log into your CRM account.
  2. Click the Main Menu.
  3. Go to Contacts (Organizations or Products or Invoices) 
Note: For instance, we have considered the Contacts module. You can go to any related module where you want to configure MYOB Accounting.

  1. Click the Sync button. 
  1. The Sync window will open.
  2. If MYOB was successfully installed, it would be visible in the Sync window.
  • You can also see the Sync Log and Settings beside MYOB in this window.
    • Clicking Sync Log directs you to the MYOB Sync Log page.
    • Clicking Settings directs you to the MYOB settings page for the Contacts module.
  • There are multiple ways to go to the Settings page. You can click Settings to go to the Settings page from here. Or, you can go to the Sync Log page > Settings to access the Settings page.
  1. Click Settings for configuring MYOB accounting.
Step 2: Authenticating MYOB account
  1. You will be directed to the MYOB Pre Sync Settings screen. Under Pre Sync Settings:
  • In the Sync Records From field choose the time span you want to sync records from.
  • Enter the Company File.
Retrieving the Company File:

Follow these steps to retrieve and input the Company File:
  1. Login to your MYOB account.
  2. On the MYOB Home screen, copy the Company ID in the MYOB essential URL from the address bar as shown below. (to a Notepad or a document).
  3. Go back to Vtiger CRM Contacts Module>MYOB Pre Sync Settings page.
  4. Paste the Company ID in the Company File field on the MYOB Pre Sync Settings page.
Step 3: Configuring MYOB settings on Vtiger CRM
  1. You will be directed to the MYOB Settings screen. 
  2. You need to enter or select the following information for configuring MYOB settings:
  • System Settings
  • Sync Settings
  • Tax Sync Settings
  • Inventory Accounts Sync Settings
  • Organizations Sync Settings
  • Contacts Sync Settings
  • Products Sync Settings
  • Invoices Sync Settings
  1. In the System Settings section, add or select the following information:
  • Debug Mode - Lets you enable/disable storing synced data in Debug Log.
  • Background Sync Frequency - Select the duration for Background Sync Frequency.
  1. In the Sync Settings section, add or select your:
  • Default Sales Account 
  • Default Purchase Account 
  • Default Selling Tax 
  • Default Buying Tax 
  • Default Empty Tax 
  • MYOB Contact Sale Layout 
  • MYOB Contact Invoice Delivery 
  1. In the Tax Sync Settings section, select the following information:
  • Sync Direction - You can choose the way you want to sync data in the following ways:
    • Sync from Service to Vtiger - Sync from MYOB to Vtiger
    • Sync from Vtiger to service - Sync from Vtiger to MYOB 
    • Sync both ways - Sync from MYOB to Vtiger and Vtiger to MYOB
  • Enable Tax Sync - Enable it if you want to sync data from MYOB for the Contacts module else disable it.
  1. The Sync Direction settings as illustrated above remain the same for the Inventory Accounts Sync Settings, Organizations Sync Settings, Contacts Sync Settings, Products Sync Settings, and Invoices Sync Settings.
  2. Enable Inventory Accounts Sync, Organizations Sync, Contacts Sync, Products Sync, and Invoices Sync if you want to sync data from MYOB for the Services, Organizations, Contacts, Products, and Invoices modules respectively else disable them.
Configuring MYOB Accounting for Vtiger procedure remains the same for all the related modules.

 
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