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 Sync with Vtiger CRM?
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 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?
What is the MYOB and Vtiger CRM field mapping?
Table of Contents
For data to sync properly between Vtiger CRM and MYOB, the fields in the CRM need to match the fields in MYOB. Field mapping enables this process to occur smoothly.
Improper or incomplete mapping is the reason why the sync process 'skips' a few records, and these records won’t be updated. For example, a mandatory field in MYOB might have data, and the mapped non-mandatory field in Vtiger might be empty. In this case, the sync process will not be successful.
The following tables display the modules and respective fields in MYOB that are mapped to the modules and fields in Vtiger CRM.
Improper or incomplete mapping is the reason why the sync process 'skips' a few records, and these records won’t be updated. For example, a mandatory field in MYOB might have data, and the mapped non-mandatory field in Vtiger might be empty. In this case, the sync process will not be successful.
The following tables display the modules and respective fields in MYOB that are mapped to the modules and fields in Vtiger CRM.
Synchronization for the Contacts Module
Vtiger CRM | MYOB |
First Name | First Name |
Last Name | Surname or family name |
Phone | Phone |
Fax | Fax |
Address Details (Mailing address) | Billing address |
Mailing Street | Address |
Mailing P.O. Box | Postcode |
Mailing City | Suburb/town/locality |
Mailing State | Region |
Address Details (Other address) | Shipping address |
Other Street | Address |
Other P.O. Box | Postcode |
Other City | Suburb/town/locality |
Other State | Region |
Description Details | Notes |
Synchronization for the Organizations Module
Vtiger CRM | MYOB |
Company name | Organization Name |
Website | Website |
Phone | Phone |
Fax | Fax |
Address Details (Billing address) | Billing address |
Billing Address | Address |
Billing PO Box | Postcode |
Billing City | Suburb/town/locality |
Address Details(Shipping address) | Shipping address |
Shipping Address | Address |
Shipping PO Box | Postcode |
Shipping City | Suburb/town/locality |
Description Details | Notes |
Synchronization for the Products Module
Vtiger CRM | MYOB |
Product Name | Name |
Unit price | Selling price |
Sales Account | Income account for tracking sales (Selling) |
Purchase Account | Expense account for tracking purchases (Buying) |
Purchase cost | Buying price |
Usage unit | Unit of measure (Selling) |
Description | Description |
Is Sold | I sell this item (Selling) is checked |
Is Bought | I buy this item (Buying) is checked |
Tax Inclusive | Tax inclusive (Selling) is checked |
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