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.
Synchronization for the Contacts Module
Vtiger CRM | MYOB |
First Name | First Name |
Last Name | Surname or family name |
Email | Email |
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 |
Email | Email |
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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