Note: For data sync to work, fields configurations needed to be mapped appropriately.
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:
- Login to your MYOB account.
- Click Contacts.
- Select Create Contact.
- Under Contact Type, select Customer.
- Under Designation, select Individual.
With this, MYOB Contacts with Designation Individuals are synced to Vtiger CRM’s Contacts module.